LLMs, Shifting Baselines, and .400 Hitters
6 min read
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Paul Kedrosky
Page 2 of 31
Quick Hits: 85% Margins for Data Centers? Yes, Please
3 min read
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Four Ideas (Commodities edition): Geoeconomic Shifts, Cocoa Rally, Commodity Traders, Gold Outlook
2 min read
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Quick Hit: Blackstone on Data Center Bubbles
2 min read
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Four Ideas (Life sciences edition): FDA, AI, Drone Delivery, Health Systems
2 min read
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Rougher Notes, Sep 30, 2025
1 min read
Four Ideas (AI edition): AI-Driven Investment Shifts
2 min read
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Data Centers: More Money, Fewer Buyers
3 min read
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Four Ideas (Macro edition): Geoeconomic Strategies and Industrial Policy Shifts
2 min read
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Four Ideas, Sunday Edition:
2 min read
Quick Update: Appearances, Financial Flywheels, etc.
1 min read
Four Ideas (AI edition): AI-Driven Market and Policy Shifts
2 min read
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