Paul Kedrosky (Page 19)

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Kedrosky Daily — Sunday Edition: Microsoft capex-to-sales hits 25% surpassing Exxon US passport issuance peaks at 24M

December 07, 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

Dec 7, 2025 2 min read

Weekend Thinking Dec 5, 2025

Weekend Thinking Dec 5, 2025

AI vs aging populations, and tech's debt regime change, and the two Mikes

Dec 5, 2025 2 min read

AEP Wants to Dump 750 MW of Data Center Power. Why?

AEP Wants to Dump 750 MW of Data Center Power. Why?

Utilities getting burned on the AI speculation game

Dec 5, 2025 2 min read paid

Kedrosky Daily: US automakers lag in fuel economy China leads global EV sales 2024

Dec 5, 2025 2 min read paid

Taiwan as AI Geopolitics Hinge

Taiwan as AI Geopolitics Hinge

On Taiwan's increasingly fraught role in AI-related geopolitics

Dec 4, 2025 2 min read paid

Does Gemini Show That Scaling Still Works? No.

Does Gemini Show That Scaling Still Works? No.

Gemini 3 is a tremendous achievement, but it doesn't prove that scaling still works. It proves the opposite.

Dec 4, 2025 2 min read paid

Kedrosky Daily: US power outages hit decade high, MicroStrategy debt tops bitcoin value

Dec 4, 2025 2 min read paid

Private Credit Talks Back

Private Credit Talks Back

Two recent pieces on Blue Owl and Apollo show how private credit is feeling the heat

Dec 3, 2025 2 min read

AI Capex in H1 2025 Prevented a Recession

AI Capex in H1 2025 Prevented a Recession

Dec 3, 2025 1 min read paid

Kedrosky Daily: Western US snow low, humans dominate mammal biomass

Dec 3, 2025 1 min read paid

Kedrosky Daily: Low Western US Snow Cover, Humans Dominate Mammal Biomass

Dec 2, 2025 2 min read paid

Kedrosky Daily: Military Base Zips Lead Crypto Returns, ORCL CDS Doubles

Dec 1, 2025 2 min read paid