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.

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.

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.