four-ideas Mar 7, 2025 Four Ideas (Energy edition): AI Power Demand, Energy Storage Innovation, Chinese Market Influence, European Energy Challenges Paul Kedrosky
four-ideas Mar 6, 2025 Four Ideas (Commodities edition): Oil Price Volatility and Energy Transition Impacts Paul Kedrosky
four-ideas Mar 5, 2025 Four Ideas (Life sciences edition): Healthcare AI and Innovations Reshaping the Industry Paul Kedrosky
four-ideas Mar 4, 2025 Four Ideas (AI edition): Data Center Demand, China AI Investments, Stock Rotation, Sports Tech Disruption Paul Kedrosky
four-ideas Mar 3, 2025 Four Ideas (Macro edition): AI in China, US Treasury Yields, Emerging Markets, Geopolitical Trade Shifts Paul Kedrosky
four-ideas Feb 28, 2025 Four Ideas (Energy edition): Solar Microgrids, AI in Energy, Battery Innovation, Grid Investment Paul Kedrosky
four-ideas Feb 27, 2025 Four Ideas (Commodities edition): Gold, Copper, Commodities, AI, Tariffs, China Paul Kedrosky
four-ideas Feb 26, 2025 Four Ideas (Life sciences edition): AI Partnerships, FDA Layoffs, AI-Driven Health Tech, Ultrasound Innovations Paul Kedrosky
