Four Ideas (Macro edition): Global Fragmentation, Reserve Diversification, Geoeconomics Impact, Industrial Growth
3 min read
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Four Ideas, Sunday Edition:
OCTOBER 12, 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
2 min read
Quick Hits: Roger Rabbit's Data Center, Colo Spin, etc.
On powered land, data center resistance, and AI ... non-resistance
3 min read
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Why AI Capex isn't a Bubble: A Perez-ian Perspective
Technological revolutions require immense spending and vast losses
5 min read
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Four Ideas (Life sciences edition): Healthcare AI and MedTech Innovations
2 min read
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The Godfather and Oracle's Crap GPU Rental Returns
The potential for a gestalt flip as investors notice the obvious
2 min read
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Four Ideas (AI edition): Unexpected Impacts of AI Advancements
2 min read
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Quick Hits: OpenAI's Mammoth AMD Deal
The massive chip deal between the two and its implications
1 min read
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Four Ideas (Macro edition): Interest Rate Shifts, Geoeconomics, AI Adoption, Travel Experiences
2 min read
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Four Ideas, Sunday Edition:
OCTOBER 05, 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
2 min read
LLMs, Shifting Baselines, and .400 Hitters
AI lifts baseline performance in the same way better training ended .400 hitters in baseball
6 min read
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Quick Hits: 85% Margins for Data Centers? Yes, Please
Powered data center shells only earn 85% margins in dreams
3 min read
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