Commodities

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Kedrosky Daily: US power outages hit decade high, MicroStrategy debt tops bitcoin value

Dec 4, 2025 2 min read paid

Kedrosky Daily: Nasdaq Bitcoin Diverge Mid 2024 AI Debt Surpasses Banks by 2025

Nov 27, 2025 1 min read paid

Kedrosky Daily: Bitcoin mining near break-even, MicroStrategy shares drop sharply

Nov 20, 2025 1 min read paid

Kedrosky Daily: Employer health costs surge fivefold, global power demand doubles

Nov 13, 2025 1 min read paid

Kedrosky Daily: Grok lags in AI adoption, AI data center borrowing hits $126B

Nov 6, 2025 2 min read paid

Kedrosky Daily (Commodities edition): Healthcare and service roles exhibit minimal core AI development compared to …

Oct 30, 2025 3 min read paid

Kedrosky Daily (Commodities edition): AI recruiting tools dominate healthcare sectors like dental and nursing, high…

Oct 30, 2025 2 min read paid

Four Ideas (Commodities edition): Commodity Trends and Geopolitical Dynamics

Oct 23, 2025 2 min read paid

Four Ideas (Commodities edition): Global Commodity Trends and Implications

Oct 16, 2025 2 min read paid

Four Ideas (Commodities edition): Geoeconomic Shifts, Cocoa Rally, Commodity Traders, Gold Outlook

Oct 2, 2025 2 min read paid

Four Ideas (Commodities edition): Copper Opportunities, Emerging Gold Narrative, Cocoa Demand Surge, Natural Gas Trends

Sep 18, 2025 2 min read paid

Four Ideas (Commodities edition): Gold Surge, Commodity Price Dynamics, AI in Commodities, Tariffs Impact

Sep 11, 2025 2 min read paid