Kedrosky Daily: AI loan growth outpaces fund exposure; S&P 500 earnings peak then normalize Jan 9, 2026 1 min read paid
Kedrosky Daily: Gas prices hit lows near 3 dollars; Oracle CDS risk rises sharply Jan 8, 2026 1 min read paid
Kedrosky Daily: Art loan portfolio doubles by 2027; Venezuela crude reserves triple by reclassification Jan 7, 2026 1 min read paid
Kedrosky Daily: Wyoming snow cover hits record low; California snow cover ranks well above median Jan 6, 2026 1 min read paid
Kedrosky Daily: US gaming revenue doubled since 2020; China investment peaks while consumption lags Dec 26, 2025 1 min read paid
Kedrosky Daily: Gold rose 72 Bitcoin fell 6 consumer confidence hits two year low Dec 25, 2025 1 min read paid
Kedrosky Daily: Gold rose 72 Bitcoin fell 6 US confidence hits two year low; Consumer confidence drops five months straight Dec 24, 2025 1 min read paid
Kedrosky Daily: Marijuana use rises in seniors; home sizes shrink since 2015 Dec 22, 2025 1 min read paid
Kedrosky Daily: Aspen hosts top home sales; semiconductor jobs rise then fall Dec 17, 2025 1 min read paid
Kedrosky Daily: Largest cities shift to low income countries; bank credit share drops to thirteen percent Dec 15, 2025 1 min read paid
Kedrosky Daily: Hyperscaler capex triples by 2026; Forty percent of Russell 2000 firms lose money Dec 12, 2025 1 min read paid
Kedrosky Daily: Hyperscaler capex to quintuple by 2026; Small caps face persistent earnings losses Dec 10, 2025 2 min read paid