Apple In China, the Industrial Commons story and Lessons for America

The Future of American Manufacturing Is Already Here—Can You See It?

China Charts #12 - Disappearing Data, US-China Tariffs, PMIs and Real Estate

We Lost the Factories. Then We Lost the Students.

China Charts #11 China’s Households Are Still Playing Defense

The World Needs a Buyer of Last Resort

Explaining the Tariffs to My Former Chinese Colleague

Technology Stack of an Economy

Industrial Commons, what to do?

Int'l Trade Policy: A look at GATT, the WTO and Lighthizer's Perspective

"Diffusion deficit", Cheap goods & Reshoring

Trade Deficit, The China Shock, Chips, and Scaling Up: A Q&A on Industrial Policy

Industrial Commons

Industrial Policy, A Foundation

Does China subsidize EVs? - Part 1

Birdcages

Is this a second Xi bull market?

Welfare for whom?: Charts this week 12

Real estate inventories, absorption remain high; Viktor Shvets podcast appearance and our thoughts: Charts this week 11

Charts This Week 10: Loan demand down, rise in first time criminal convictions, Wind power industry, US-China trade deterioration, Podcast rec and comment

Charts This Week #9: CNY devaluation: the weakening, the growing up and the reaction, RU-PRC scrutiny, battery supply chains, data quality

Charts This Week #8: LGFVs, Q1 data dump, household debt & energy security

Charts This Week #7: Charts and links about China

Charts This Week #6: Charts and links about China

Charts This Week #5: Charts and links about China