Weekend Thinking: A Cul-de-Sac With a View
The first rule of AI dead-ends: Imagine you're not in one
3 min read
Paul Kedrosky
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Kedrosky Daily — Sunday Edition: Oracle bond yields spike as US population growth shifts to immigration
December 14, 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
1 min read
The Oracle of Fermi Speaks
Oracle, Fermi, and Broadcom spoke with one voice this week about AI data centers, if unintentionally
1 min read
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Kedrosky Daily: Hyperscaler capex triples by 2026; Forty percent of Russell 2000 firms lose money
1 min read
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The Oracle of Yore, and Early Q3 GDP Mysteries
Oracle isn't a tech company, really, and why Q3 GDP numbers already make no sense
2 min read
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Kedrosky Daily: Hyperscaler capex to quintuple by 2026; Small caps face persistent earnings losses
2 min read
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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.
3 min read
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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
1 min read
Kedrosky Daily: Pacific Northwest rain exceeds 12 inches, US seniors hold 32% wealth
1 min read
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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
2 min read
Weekend Thinking Dec 5, 2025
AI vs aging populations, and tech's debt regime change, and the two Mikes
2 min read