CovertAxis publishes long-form geopolitical and strategic analysis on Russia, military technology, and threat intelligence, written in the structure of intelligence assessments. Readers get sourced analysis with stated confidence levels, key intelligence questions and forecasts on topics such as Russian shadow warfare, Kremlin stability and air power.
Website: https://blog.aligundogar.com.tr/
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.
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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