Four Ideas (Commodities edition): Geoeconomic Shifts, Cocoa Rally, Commodity Traders, Gold Outlook
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Page 26 of 54
Quick Hit: Blackstone on Data Center Bubbles
On Blackstone, a major data center financier, saying things are fine
2 min read
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Four Ideas (Life sciences edition): FDA, AI, Drone Delivery, Health Systems
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Rougher Notes, Sep 30, 2025
Notes and links for context on upcoming pieces
1 min read
Four Ideas (AI edition): AI-Driven Investment Shifts
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Data Centers: More Money, Fewer Buyers
Thinking through the financial drivers of the current data center buildout
3 min read
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Four Ideas (Macro edition): Geoeconomic Strategies and Industrial Policy Shifts
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Four Ideas, Sunday Edition:
SEPTEMBER 28, 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 Update: Appearances, Financial Flywheels, etc.
Podcast discussion, plus upcoming pieces
1 min read
Four Ideas (AI edition): AI-Driven Market and Policy Shifts
2 min read
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Four Ideas (Macro edition): Interest Rate Divergence, EM Currencies, EU Productivity, Real Estate Dynamics
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Four Ideas, Sunday Edition:
SEPTEMBER 21, 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