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
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Paul Kedrosky
Page 30 of 53
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
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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
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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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Regime Changes: Tour de France vs the U.S. Deficit
10 min read
Paul Kedrosky and Plus tiers