Kedrosky Daily: Marijuana use rises in seniors; home sizes shrink since 2015
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Kedrosky Daily — Sunday Edition: Home sizes drop to decade low; GPUs use 41 percent of AI power
December 21, 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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Kedrosky Daily: Aspen hosts top home sales; semiconductor jobs rise then fall
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Morgan Stanley's Banking Lead, Debt Buyers Bumping Against Limits, AI in Space, etc.
The banks hold the lead in AI and data center related bond issuance
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Private AI Companies Are the New Public AI Companies
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Professional tier
An Oracle CDS Lesson: Inevitable, But Also Misunderstood
A quick credit default swap lesson using Oracle as case study
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Which AI Inning Are We In?
AI-related survey of retail investors shows high complacency
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Kedrosky Daily: Largest cities shift to low income countries; bank credit share drops to thirteen percent
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Weekend Thinking: A Cul-de-Sac With a View
The first rule of AI dead-ends: Imagine you're not in one
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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
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The Oracle of Fermi Speaks
Oracle, Fermi, and Broadcom spoke with one voice this week about AI data centers, if unintentionally
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Kedrosky Daily: Hyperscaler capex triples by 2026; Forty percent of Russell 2000 firms lose money
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