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Paul Kedrosky
Author Archive
2025
2011
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2009
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2007
Aug 1, 2025
Q2 GDP Was Eaten By AI Capex
Across companies, geographies, and even GDP, AI capex has become overwhelming
Jul 30, 2025
Tariffs are Dumb Enough to (Almost) Work
U.S. tariffs verge on being a badly designed value-added tax, which isn't a terrible idea, just a fairly bad one.