Long-form essays and an ongoing threads archive analyzing China's economy, balance of payments, foreign direct investment, and industrial sectors like EVs, batteries and solar. The author uses accounting mechanics and long-run data to challenge mainstream narratives about China's growth.
Website: https://www.readwriteinvest.com
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.
Exponential View offers analysis of the AI economy, covering investment trends, lab financials, and the wider impact of technology on work and geopolitics. Readers get data-driven weekly charts, commentary on AI developments, and curated essays with the author's own forecasts.
Tomas Pueyo writes long-form explainers on AI, technology, economics, history and demographics, usually grounding current trends in historical context. Readers get framework-driven analysis, charts and sourced arguments, with some articles behind a paywall.
Derek Thompson writes essays and conducts interviews on artificial intelligence, economic and social trends, and the idea of abundance. Issues combine data, expert quotes and personal reflection to explore how technology and demographics shape society.
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