Paul Kedrosky

Four Ideas, Sunday Edition:

MARCH 09, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you&

Four Ideas (Energy edition): AI Power Demand, Energy Storage Innovation, Chinese Market Influence, European Energy Challenges

Four Ideas (Commodities edition): Oil Price Volatility and Energy Transition Impacts

Four Ideas (Life sciences edition): Healthcare AI and Innovations Reshaping the Industry

Four Ideas (AI edition): Data Center Demand, China AI Investments, Stock Rotation, Sports Tech Disruption

Four Ideas (Macro edition): AI in China, US Treasury Yields, Emerging Markets, Geopolitical Trade Shifts

Four Ideas, Sunday Edition:

MARCH 02, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you&

Four Ideas (Energy edition): Solar Microgrids, AI in Energy, Battery Innovation, Grid Investment