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China's oil reserves. Global hunger. America's megadrought & Adorno v. Gehlen.
1+ hour, 48+ min ago (280+ words) Thank you for opening your Chartbook email. Carol Rhodes, River and Buildings, 1996. The war and global hunger This was the situation before the war on Iran The US cattle and beef industry is in a bad way. Martin Sandbu on…...
The stealth manufacturing boom in the US. How will the world pay for the US AI boom? The Xi Jinping school of journalism & the sorrows of Burkean liberals.
4+ day, 1+ hour ago (330+ words) Thank you for opening your Chartbook email. America Is in the Middle of a Stealth Manufacturing Boom Source: WSJ Greg Ip What kind of world economy would have to emerge for today's AI market valuations to make sense? Apr 8, 2026 Ricardo…...
Top Links 1078 The stealth manufacturing boom in the US. How will the world pay for the US AI boom? The Xi Jinping school of journalism & the sorrows of Burkean liberals.
4+ day, 1+ hour ago (99+ words) Adam Tooze | Substack Top Links 1078 The stealth manufacturing boom in the US. How will the world pay for the US AI boom? The Xi Jinping school of journalism & the sorrows of Burkean liberals. Great links, images, and reading from Chartbook…...
Top Links 1067 The collapse of the New Deal financial order. The weakest links in the yield chain. After the Postwar moment, "are we the baddies"?
2+ week, 1+ day ago (123+ words) Adam Tooze | Substack Top Links 1067 The collapse of the New Deal financial order. The weakest links in the yield chain. After the Postwar moment, "are we the baddies"? Great links, images, and reading from Chartbook Newsletter by Adam Tooze Rudolf…...
Foreign central banks are selling Treasuries. AI-enabling imports. Chevroletstan. Italian terror and Atlanticism.
3+ week, 22+ hour ago (210+ words) Thank you for opening your Chartbook email. Hugo Gellert Plate (folio 70) from "Capital" in Pictures 1933 Foreign central banks sell US Treasuries in wake of Iran war AI-enabling goods were big drivers of US imports in 2025 THANK YOU for opening the…...
AI doom loop. The travails of the Chinese yacht market. AIPAC's shifting strategies & the Tapestry of the Great Fear.
3+ week, 3+ day ago (247+ words) Thank you for opening your Chartbook email. William Rittase: Untitled - Two Men Looking at Machine, ca. 1930s This cycles cause was not cyclical - Citrinis radical scenario for AI; The metals in your cellphone Great summary from Rogan Quinn at Rhodium RHG…...
Top Links 1058 AI doom loop. The travails of the Chinese yacht market. AIPAC's shifting strategies & the Tapestry of the Great Fear.
3+ week, 3+ day ago (95+ words) Adam Tooze | Substack Top Links 1058 AI doom loop. The travails of the Chinese yacht market. AIPAC's shifting strategies & the Tapestry of the Great Fear. Great links, images, and reading from Chartbook Newsletter by Adam Tooze William Rittase: Untitled - Two Men…...
Chinese energy trends. The Asian presence in Silicon Valley. Trump and the Ostrogoths. Adorno and Hegel.
3+ week, 4+ day ago (353+ words) Thank you for opening your Chartbook email. Charles Sheeler (18831965) Conversation Sky and Earth Date1 January 1940 Great graph on changes in Chinese energy generation, show the sudden emergence of renewables since 2020. Source: Rogan Quinn at Rhodium China totally transformed the global market…...
Trump as the Duke of York. The Open AI ecosystem. Boost-phase interception & the first AI-war.
3+ week, 6+ day ago (284+ words) Thank you for opening your Chartbook email. The Ruins of the old Kreuzkirche, Dresden, 1765 Trump as the grand old Duke of York, who marches oil up the hill and then marches it down again. Higher average per capita incomes in…...
Top Links 1055 Trump as the Duke of York. The Open AI ecosystem. Boost-phase interception & the first AI-war.
3+ week, 6+ day ago (102+ words) Adam Tooze | Substack Top Links 1055 Trump as the Duke of York. The Open AI ecosystem. Boost-phase interception & the first AI-war. Great links, images, and reading from Chartbook Newsletter by Adam Tooze Bernardo Bellotto, (17221780), Rovine della Kreuzkirche di Dresda The Ruins…...