Rough Notes: Jan 25, 2026
Recent Rought Notes from our continuous coverage
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Kedrosky Daily — Sunday Edition: US Corp Spread Near Low; Unemployment Diverges After 2025
January 25, 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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Claude Code and OpenAI's Codex Code Red
OpenAI's rushed effort to catch up to Claude Code as a tell
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Rough Notes, Weekend Edition: Jan 24-25, 2026
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Rough Notes: Jan 23, 2026
A digest of recent Rough Notes
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Kedrosky Daily: TTF outperformed indexes; iOS app growth surged
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Bonus Chart: App Growth Soaring in App Store
The rise of AI app slop
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Everything That AIs Must Converge
On LLMs as cognitive gravity wells and the implications for instability
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Rough Notes: Jan 22, 2026
Recent Rough Notes from the site on topics and ideas
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Are Zero-Return Decades an Outlier? No
Apollo and Coatue are sparring over zero-return decades in equities. Both are wrong.
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Kedrosky Daily: Private credit assets surge by 2025; Blue Owl Tech redemptions spike in Q4 2025
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Four Takeaways from Microsoft's Satya Nadella at WEF Today
Four points with broader implications from Nadella's discussion with Larry Fink
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