Four Ideas (AI edition): Emerging AI Winners, Green Energy Roll-out, Digitized Insurance, Data Centers
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Paul Kedrosky
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Four Ideas (Macro edition): Insurance Transformation, Global Interest Rates, Power Diversification, China Economic Policy
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Four Ideas, Sunday Edition:
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Four Ideas (Energy edition): EV Market Dynamics, Renewable Opportunities, Insurance Innovations, Solar Microgrids
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Four Ideas (Commodities edition): Gold Prospects and Coffee Supply Concerns
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Four Ideas (Life sciences edition): Healthcare AI Investment, Imaging AI, Insurer AI, Medicare
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Four Ideas (AI edition): Insurance AI Expansion, Data Center Investments, AI-driven Travel, Energy Sector Innovations
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Four Ideas (Macro edition): China Economic Stimulus, Insurance Innovation, C&I Energy Diversification, Economic Exceptionalism Challenges
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Four Ideas, Sunday Edition:
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Four Ideas (Energy edition): Energy Storage, Solar Resilience, Carbon Capture, Global Clean Energy Investment
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Four Ideas (Commodities edition): Coffee Supply, Oil Markets, Gold Opportunities, Silver Performance
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Four Ideas (Life sciences edition): AI in Healthcare, Big Tech Partnerships, FDA Regulations, Health System Innovations
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