A weekly European political economy newsletter covering geoeconomics, US-European relations, security dependence, bond markets and climate. Its writing offers opinionated analysis with a clear critical point of view, though much of its deeper work sits behind a paywall.
Website: https://nixons.substack.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.
A darkly comic, digressive personal essay newsletter by a writer who roams the world and riffs on travel, geopolitics, and cultural myths with sharp, mordant humour. Readers get long, literary dispatches that blend reportage-style observation with absurdist speculation and self-mockery.
A daily French-language briefing on the Brussels EU policy scene, pairing a short news roundup with a signed analysis piece on a single topic. It covers topics such as the EU budget, Ukraine, trade defence and monetary sovereignty, with interviews and contributions from guest journalists.
A weekly newsletter offering three consequential China-focused stories plus occasional essays linking current events to their historical roots. It covers Chinese politics, technology policy and US-China geopolitics, with analysis from a historian and former US government official.
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