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# Roundup: New newsletter, new posts, Gavin Baker, media, etc.
- URL: https://paulkedrosky.com/roundup-new-newsletter-new-posts-gavin-baker-media-etc/
- Published: 2026-11-06T21:01:12.000Z
- Updated: 2026-11-06T21:01:12.000Z
- Author: Paul Kedrosky

**What's ahead in this week's roundup**:

- Updates
- Media
- Miscellania

---

### Updates

Four main news items this week, then a list of the latest media references: 

1. We updated our **Daily Digest** (for premium subscribers), so subscribe if you are not already. We basically turn our inbox inside out, so our inbox of equity and macro research, newsletters, and more gets condensed and critiqued. We send it at 6:15 am ET every weekday morning. Subscribe via your account page (click in the top right), and then click on Manage Emails.
2. We added a new **ETF Zoo newsletter**. We often argue that ETFs are the new equities—there are more ETFs than equities—so in it we scan all new ETF/ETN launches, looking for the most unusual, appealing, doomed, and/or risk-increasing new launches. Comes out every Friday morning. Subscribe via your account page (click in top right), and then click on Manage Emails.
3. We had a series of pieces this week on **U.S. midterms** and their consequences for data centers, which you can find [here](https://paulkedrosky.com/four-ai-capex-and-economy-related-takeaway-graphs-from-u-s-2026/), [here](https://paulkedrosky.com/three-graphs-on-texass-data-center-supply-chain-consequences/), and [here](https://paulkedrosky.com/data-centers-as-unpopular-stimulus-programs/).
4. We are relaunching our **Rough Notes feature**, which is quick sketches of things we are seeing, and that may or may not turn into full articles, posts, or reports. We suggest you subscribe on your account page, as above, where you can get a digest, or you can check the site for the latest updates.

### Media

- It was a busy week, with appearances on these, among many others:  
  - Grant's Interest Rate Observer
  - Today Show (on NBC)
  - The Information
  - Channel 4 (U.K.)

### Miscellania

A social media item in AI that amused us this week:

![](https://paulkedrosky.com/content/images/2026/11/CleanShot-2026-11-06-at-12.55.07.jpg)

---

Finally, an AI-related picture we took on the subway platform at Park Place station in lower Manhattan:

![](https://paulkedrosky.com/content/images/2026/11/CleanShot-2026-11-06-at-07.19.03.jpg)