Paul Kedrosky

Four Ideas, Sunday Edition:

OCTOBER 20, 2024 EDITION This is a weekly free look of our premium daily Four Ideas email. If you'

Four Ideas: Tech Weakness Impact, Oil Market Dynamics, AI in Semiconductors, Retail Sales Resilience

Four Ideas: AI Impact, Chip Market Dynamics, Energy Trends, Geopolitical Shifts

Four Ideas: Climate, Chips, Infrastructure, AI, Geopolitics, Markets

Four Ideas: Market Opportunities from AI and Global Trends

Four Ideas: China's Economic Stimulus and Global Trade Dynamics

Four Ideas: AI in Research, China's Economic Moves, US Consumer Sentiment, Hospitality Insights

Four Ideas, Sunday Edition:

OCTOBER 13, 2024 EDITION This a weekly free look of our premium daily Four Ideas email. If you're