Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. 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.
Insights on Chinese stocks, policies, and key developments—without the noise. Straight from Shanghai. Clarity in every post, focused on what truly matters.
The AV Market Strategist breaks down strategic developments, market dynamics, and competitive moves in the autonomous vehicle industry to reveal where the market is truly heading.
Procure.FYI is a Substack publication delivering in-depth investment analysis on public 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
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.
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
