Rough Notes: Jan 16, 2026
A regular digest of recent rough notes
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Paul Kedrosky
Page 16 of 54
Kedrosky Daily: Prediction market volume hit $8bn; Humanoids market may top $200bn
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Kedrosky Daily: Prediction market volume soars to 9bn by late 2025; humanoids market may exceed 200bn by 2035
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Rough Notes: Jan 14, 2026
Digest of recent rough notes
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Kedrosky Daily: Economy importance rises sharply Nvidia leads AI compute sales
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Kedrosky Daily: Tech job growth stalls in 2024; tariff lawsuits surge after Supreme Court hearing
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Rough Notes: Jan 12, 2026
Digest of recent rough notes
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Kedrosky Daily: S&P 500 outperforms Magnificent Seven; more bonds upgraded than downgraded
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Kedrosky Daily — Sunday Edition: Organ meat sales rise through 2025; fallen angels outnumber rising stars in 2020
January 11, 2026 Edition This is a weekly free look of our premium Kedrosky Daily email. If you're not already a subscriber, sign up for a five-day
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Kedrosky Daily: AI loan growth outpaces fund exposure; S&P 500 earnings peak then normalize
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Kedrosky Daily: Gas prices hit lows near 3 dollars; Oracle CDS risk rises sharply
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Kedrosky Daily: Art loan portfolio doubles by 2027; Venezuela crude reserves triple by reclassification
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