Kedrosky Daily: Hyperscaler capex to quintuple by 2026; Small caps face persistent earnings losses
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Paul Kedrosky
Page 17 of 53
Vibe Hacking, S&P, and Why Howard Marks is Terrified
Three things I've been thinking about: 1. S&P on data centers 2. Howard Marks on AI and jobs 3. JPM on vibe hacking (clients only) 1.
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Kedrosky Daily: Istanbul tops global traffic delays Chicago beats LA
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Talking To Paul Krugman About AI
Guesting with Paul Krugman and talking AI, the parallels to prior capex periods in history, and more
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Kedrosky Daily: Pacific Northwest rain exceeds 12 inches, US seniors hold 32% wealth
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Kedrosky Daily — Sunday Edition: Microsoft capex-to-sales hits 25% surpassing Exxon US passport issuance peaks at 24M
December 07, 2025 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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Weekend Thinking Dec 5, 2025
AI vs aging populations, and tech's debt regime change, and the two Mikes
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AEP Wants to Dump 750 MW of Data Center Power. Why?
Utilities getting burned on the AI speculation game
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Kedrosky Daily: US automakers lag in fuel economy China leads global EV sales 2024
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Taiwan as AI Geopolitics Hinge
On Taiwan's increasingly fraught role in AI-related geopolitics
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Does Gemini Show That Scaling Still Works? No.
Gemini 3 is a tremendous achievement, but it doesn't prove that scaling still works. It proves the opposite.
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Kedrosky Daily: US power outages hit decade high, MicroStrategy debt tops bitcoin value
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