ASEAN Wonk is a twice-weekly newsletter analysing Southeast Asian and Indo-Pacific geopolitics and geoeconomics, often through book reviews and briefings on regional developments. Readers get structured context on global order shifts, US-China dynamics and trade, though much of the full text sits behind a paywall.
Website: https://www.aseanwonk.com
In-depth analysis of the semiconductor and AI infrastructure industry, covering datacenter buildouts, Nvidia hardware roadmaps, and China's chip supply chain. Readers get proprietary-model-backed estimates and technical-to-business interpretation of compute competition.
Adam Tooze's newsletter curates and comments on daily links across economics, geopolitics and economic history, from tariffs and inflation to the AI boom's effect on the US current account. Each issue pairs current macro and market items with historical and intellectual-history threads and an art image.
Doomberg publishes analysis of energy markets, finance and geopolitics, often challenging mainstream media and policy narratives. Readers get opinionated commentary on topics like sanctions, LNG and diesel flows, refining, and dollar hegemony, plus explainer-style pieces on how energy industries work.
A weekly newsletter tracking US-Israel-Iran tensions, with sourced updates on possible military escalation, negotiations and regional politics. It also features long-form interviews with Iran experts in a series called The Haft.
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