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
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Four Ideas (Energy edition): Solar Engineers, EV Battery Sustainability, Grid Innovation, Emerging Markets
2 min read
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Four Ideas (Commodities edition): Copper Opportunities, Emerging Gold Narrative, Cocoa Demand Surge, Natural Gas Trends
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Four Ideas (AI edition): Generative AI's Impact Across Sectors and Regions
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Four Ideas (Macro edition): Shifts in Global Economy: Manufacturing, AI, Tariffs, Hospitality
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Four Ideas, Sunday Edition:
SEPTEMBER 14, 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
Weekend ... Thinking !
1 min read
Paul Kedrosky and Plus tiers
ChatGPT as the Original AI Error
The human fascination with conversation has led us AI astray
5 min read
Paul Kedrosky and Plus tiers
Four Ideas (Commodities edition): Gold Surge, Commodity Price Dynamics, AI in Commodities, Tariffs Impact
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Four Ideas (Life sciences edition): AI in Healthcare: Expansion and Investment Strategies
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Declining AI Adoption, Surveys, and Simpson's Paradox
4 min read
Paul Kedrosky and Plus tiers
Rougher Notes—Sep 5, 2025
Quick links to things worth reading ... ideally not on the toilet.
1 min read