Paul Kedrosky @pkedrosky Twitter profile

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Paul Kedrosky

@pkedrosky

13 days

Sports gambling is the new equities, sort of, with every dollar spent on sports betting causing net investment in stocks to drop by over $2.

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Paul Kedrosky

@pkedrosky

27 days

We are having the worst run of climate luck with so many one-in-thousand-year events, record wildfires, and so on. It's almost as if there is some wider cause. Who knows, amirite?

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Paul Kedrosky

@pkedrosky

15 days

Terrific piece by @DKThomp on how America is infecting the world with its anxiety: America’s Top Export May Be Anxiety

America’s Top Export May Be Anxiety

English-speaking teens are spreading their problems abroad.

www.theatlantic.com

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Paul Kedrosky

@pkedrosky

1 month

Continuous glucose monitor (CGM) maker Dexcom results tonight are gobsmacking, off 40% afterhours. Company is blaming a host of things, from a sales force restructuring, to rebates, but it feels deeper, maybe even GLP-1y.

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Paul Kedrosky

@pkedrosky

1 month

Pols bidding for crypto bro votes by promising to make their favored asset's price go higher isn't the worst thing in this election cycle, but is, you know, among them.

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Paul Kedrosky

@pkedrosky

1 month

Excess US population migration from snow belt to sun belt has largely stopped, under climate change, and shows signs of reversing. Snow Belt to Sun Belt Migration: End of an Era

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Paul Kedrosky

@pkedrosky

21 days

I see that Bumble is off 30% afterhours, absolutely cratering on current numbers and outlook. While much of that dating app's problems are Bumble-specific, the data on dating apps is poor, with interest falling off, especially among young people. Thoughts? Are running clubs

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Paul Kedrosky

@pkedrosky

26 days

I have this heuristic that if I am in meetings at a public company and find out it has been opportunistically infected by a certain strategy consulting firm's ex-employees that said company is screwed. I can't remember the last time this heuristic failed me. See also: Intel.

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Paul Kedrosky

@pkedrosky

1 month

A chancellor at a major US university once joked to me that he is basically a real estate developer: outside of sports, alumni only care and donate at scale for new buildings, so he had a huge incentive to build new buildings. Of course, as he said, then he has to find money to

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Paul Kedrosky

@pkedrosky

3 months

Hey, X/Twitter/Elonville. I haven't been around for six months, so I thought I'd check in briefly. I'm assuming you people have moved on to new and more thoughtful stuff, not just election politics, AI hot takes, Nvidia, etc. [Paul checks around, sees only election politics,

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Paul Kedrosky

@pkedrosky

21 days

The average sedentary American fretting aloud that they might do too much exercise and hurt their health is delightfully delusional. And yet I hear it all the time: PEOPLE CAN EXERCISE TOO MUCH, they say. YES, I respond, BUT YOU WON'T.

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Paul Kedrosky

@pkedrosky

1 month

US home insurers took the biggest loss this century in 2023. As climate losses soar, and US population continues to grow fastest in regions most prone to catastrophic losses, this will only get worse. The knock-on effects; huge policy repricing, policy withdrawal, and sometimes

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Paul Kedrosky

@pkedrosky

2 months

The ongoing western US heatwave—which, given that waves break, seems the wrong word for a persistent condition—is producing insane temperatures at altitude. I'm seeing records set 8000+ feet up in California's Sierras, with temperatures hitting 91 F (33 C). That should not

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