Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Chinese Characteristics' 2022 in review
Dec. 31, 2022, 3:32 p.m.
A future history of China in the 2020s
Nov. 25, 2022, 1:57 p.m.
The mental models of Chinese tech
Oct. 14, 2022, 8:55 a.m.
The next chapter
July 1, 2022, 10 a.m.
Notes from Shanghai
July 1, 2022, 6:23 a.m.
Xiaohongshu deep-dive
June 17, 2022, 5:16 a.m.
Short notes: What Netflix can learn from the streaming wars in China?
June 7, 2022, 7:01 a.m.
Xiaohongshu product walkthrough
June 2, 2022, 5:11 p.m.
The Power Law
May 21, 2022, 4:30 a.m.
XiaoE Tong deep-dive
May 14, 2022, 3:27 a.m.
The changing of narratives
May 6, 2022, 3:32 p.m.
Internet and the murmurs of post-modernity in China
April 28, 2022, 3 p.m.
The companies and trends check-in
April 14, 2022, 1:02 p.m.
Keep product deep-dive
April 8, 2022, 7 a.m.
Things not being said about Chinese tech management
March 31, 2022, 3:35 p.m.
The gnarly questions facing Chinese stocks
March 18, 2022, 8:18 a.m.
Convo with precision farming startup on Chinese agritech
March 11, 2022, 7:21 a.m.
Verdict on Meituan
March 4, 2022, 5:59 a.m.
The Chinese Tech Playbook for Winning - Part II
Feb. 18, 2022, 7:15 a.m.
The Chinese Tech Playbook for Winning - Part I
Feb. 11, 2022, 5:15 p.m.
State of Chinese unicorns 2021
Jan. 27, 2022, 1:57 p.m.
Premium: 14th Five-Year Digital Economy Development Plan
Jan. 24, 2022, 12:24 p.m.
I come bearing gifts
Jan. 20, 2022, 4:26 p.m.