A newsletter covering the intersection of technology, trade and geopolitics, with issues including a scan format and an event-style piece on the African Growth and Opportunity Act (AGOA). The excerpts give little detail, so the depth of its analysis is unclear.
Website: https://ttg-scan.ghost.io/
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.
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.
A weekly newsletter tracking US-Israel-Iran tensions, with sourced updates on possible military escalation, negotiations and regional politics. It also features long-form interviews with Iran experts in a series called The Haft.
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