Four Ideas (Macro edition): Emerging Macro Trends Impact on Non-Obvious Sectors
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Four Ideas, Sunday Edition:
OCTOBER 19, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you're not already a subscriber, sign up for a
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Quick Hits: AI Capex and Consumer Spending
AI is likely inflating consumer spending more than expected
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Minsky Moments and AI CapEx
Two events this week will be looked back on as key moments
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Four Ideas (Energy edition): Renewable Energy Grid Innovations and EV Shifts
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Four Ideas (Commodities edition): Global Commodity Trends and Implications
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Rougher Notes, Oct 15, 2025: Blackouts, TeraWulf, Debt, etc.
Notes on AI debt, model crash, blackouts, and more
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Four Ideas (Life sciences edition): Healthcare AI Innovation and Market Dynamics
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Quick Hits: AI Capex is Eating ... San Francisco
AI-driven San Francisco is no longer worst in nation office vacancy
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Four Ideas (AI edition): AI Impact on Utilities and Travel
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Quick Hits: An India of Incremental Power Ahead
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Quick Hits: The Data Center Growth Slowdown
The data center spending slowdown that isn't
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