Kedrosky Daily: US power outages hit decade high, MicroStrategy debt tops bitcoin value
2 min read
paid
Page 18 of 53
Private Credit Talks Back
Two recent pieces on Blue Owl and Apollo show how private credit is feeling the heat
2 min read
AI Capex in H1 2025 Prevented a Recession
1 min read
paid
Kedrosky Daily: Western US snow low, humans dominate mammal biomass
1 min read
paid
Kedrosky Daily: Low Western US Snow Cover, Humans Dominate Mammal Biomass
2 min read
paid
Kedrosky Daily: Military Base Zips Lead Crypto Returns, ORCL CDS Doubles
2 min read
paid
Kedrosky Daily — Sunday Edition: China’s trade surplus nears $965B Bitcoin mining breaks even
November 30, 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
Me Media Watch: My WSJ Picks for Books on Work, Historical Bubbles, etc.
A piece I wrote for the WSJ, plus some assorted bubble / AI capex commentary
Has Corporate AI Adoption Stalled in Low Teens? Doubtful
Census data shows early AI gains fading: large-firm adoption slowing, small-firms plateauing, and overall usage well below capex-driven expectations.
2 min read
paid
AI Capex Risk and the End of Scaling
Pre-training scaling briefly created a false sense of deterministic returns to engineering
3 min read
paid
Kedrosky Daily: Nasdaq Bitcoin Diverge Mid 2024 AI Debt Surpasses Banks by 2025
1 min read
paid
Kedrosky Daily: China saving rate; AI mega-deals in VC
2 min read
paid