A strategic analyst's newsletter that examines how new terms like cognitive and esoteric warfare enter security discourse, alongside personal reflections on stress and the psychology of narrative and conflict. Essays are argued and personal, drawing on intelligence experience and cultural analysis.
Website: https://orianecohen.com/
Chartbook is Adam Tooze's newsletter on economics, geopolitics and history, offering longer and more freewheeling analysis than his journalism. Recent issues feature curated top links alongside essays on topics like US current account and AI investment, Treasury markets, Indonesia's economic crisis, and historical episodes.
Niall Ferguson's Time Machine is a Substack newsletter from historian Niall Ferguson that uses historical analysis to examine current economics, politics, and culture. Issues cover topics such as European protests and debt, American founding principles, election-year risks, and newly unlocked Nixon White House tape transcripts.
SemiAnalysis is a paid research newsletter covering semiconductors and their business implications, including datacenter buildout, chip manufacturing equipment, and AI policy. Each issue offers deep-dive analysis with forecasts, supply-chain detail, and data models for investors and industry professionals.
Sinocism delivers a near-daily briefing on Chinese politics, economy, trade, technology and foreign policy, with curated items from official and Chinese-language sources plus commentary. It also includes a companion podcast (Sharp China) discussing export controls, GDP data and Party meetings.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
