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The Arden Letter

Substack
ardenletter.com· weekly· Published 2 days ago

A research-driven newsletter by a venture capital research head examining how capital flows, trade imbalances and industrial capacity shape the West's position relative to China. Each issue builds a macroeconomic argument backed by charts and cited official data.

capital flowsgermany economyus economychina manufacturingtransatlanticsavings and investmenttrade imbalanceseuropean economyindustrial strategycarry trade
Platform
Substack
Frequency
Weekly
Latest issue
Oct 23, 2026
Language
English
Written for
Investors, policy analysts and founders interested in Western industrial strategy
Tone
analytical
Tracked since
Oct 24, 2026

Website: https://www.ardenletter.com