Four Ideas (Macro edition): Global Economic Shifts: Copper, AI, and Geopolitics
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Four Ideas, Sunday Edition:
JULY 20, 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
Honey, AI Capex is Eating the Economy
AI capex is so big that it's affecting economic statistics, boosting the economy, and beginning to approach the railroad boom
5 min read
Paul Kedrosky and Plus tiers
Four Ideas (Energy edition): Vehicle Batteries, Decentralized Energy, EV Grid Impact, Energy Storage Innovations
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Four Ideas (Commodities edition): Gold Tariffs, Oil Prices, Commodity Traders, and China Demand
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On Curve Steepeners, Subway Surfers, and the Polycrisis of Confidence
6 min read
Paul Kedrosky and Plus tiers
Four Ideas (Life sciences edition): Healthcare AI Trends and Innovations
2 min read
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Four Ideas (AI edition): AI Data Centers, Travel Tech, AI Investing, Chip Bifurcation
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Four Ideas, Sunday Edition:
JULY 13, 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
Four Ideas (Energy edition): Decentralization, Energy Storage, Geoeconomics, Clean Energy Tariffs
2 min read
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Four Ideas (Commodities edition): Commodities Trends and Opportunities 2025
2 min read
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Four Ideas (Life sciences edition): Healthcare AI Growth and Pharmaceutical Innovation
2 min read
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