A sharp, opinionated newsletter on markets, technology, geopolitics and institutions, focused on how complex systems work and where standard explanations fail. Recent issues mix pointed commentary on Irish and French public life with satirical fiction about government budgets.
Website: https://www.butthistime.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.
Covers security research on AI infrastructure and malware, including a geopolitical analysis of strikes on Yandex data centers and hands-on reverse engineering write-ups of Windows loaders and RMM abuse. Readers get detailed technical findings, indicators, and lessons about analysis tooling and methodology.
Long Arc News is a reader-supported geopolitical newsletter that uses historical episodes, such as Iraqi oil pipeline disputes between Turkey, Syria and Iraq, to examine how physical energy constraints translate into political bargains and financial consequences. Readers get long, footnoted narrative analysis built on archival documents and primary sources.
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
