Insights on Chinese stocks, policies, and key developments—without the noise. Straight from Shanghai. Clarity in every post, focused on what truly matters.
Interactions between geopolitics and technology have never been more frequent and impactful than in this era. The newsletter focuses on the phenomenon and introduces interesting things about China's tech governance and its competition with the West.
A biweekly brief series from the Stanford Center on China’s Economy and Institutions that translates data-driven research on China into evidence-based insights
Procure.FYI is a Substack publication delivering in-depth investment analysis on federal technology spending and the adoption of enterprise AI and data applications.
Culpium:
noun [U] — a cure for lack of knowledge, understanding or clarity.
*taken by those seeking to improve comprehension of technology, semiconductors, and supply chains especially in Asia.
*See your therapist if stupidity persists
Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.
The cutting edge of AI, from inside the frontier AI labs, minus the hype. The border between high-level and technical thinking. Read by leading engineers, researchers, and investors on Wednesday mornings.
