Which AI Inning Are We In?
AI-related survey of retail investors shows high complacency
1 min read
paid
Page 18 of 54
Kedrosky Daily: Largest cities shift to low income countries; bank credit share drops to thirteen percent
1 min read
paid
Weekend Thinking: A Cul-de-Sac With a View
The first rule of AI dead-ends: Imagine you're not in one
3 min read
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
1 min read
The Oracle of Fermi Speaks
Oracle, Fermi, and Broadcom spoke with one voice this week about AI data centers, if unintentionally
1 min read
paid
Kedrosky Daily: Hyperscaler capex triples by 2026; Forty percent of Russell 2000 firms lose money
1 min read
paid
The Oracle of Yore, and Early Q3 GDP Mysteries
Oracle isn't a tech company, really, and why Q3 GDP numbers already make no sense
2 min read
paid
Kedrosky Daily: Hyperscaler capex to quintuple by 2026; Small caps face persistent earnings losses
2 min read
paid
Vibe Hacking, S&P, and Why Howard Marks is Terrified
Three things I've been thinking about: 1. S&P on data centers 2. Howard Marks on AI and jobs 3. JPM on vibe hacking (clients only) 1.
3 min read
paid
Kedrosky Daily: Istanbul tops global traffic delays Chicago beats LA
2 min read
paid
Talking To Paul Krugman About AI
Guesting with Paul Krugman and talking AI, the parallels to prior capex periods in history, and more
1 min read
Kedrosky Daily: Pacific Northwest rain exceeds 12 inches, US seniors hold 32% wealth
1 min read
paid