Making Sense of the Macro

Russell Napier: We Are Headed Towards a System of National Capitalism

Russell Napierthemarket.ch
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What's Going on with China's Stagnation?

Arpit Guptaarpitrage.substack.com
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In China: The 100-Year Storm on the Horizon and How the Five Big Forces Are Playing Out

Ray Daliolinkedin.com
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the infinite bid

xsmac0xsmac.substack.com
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Jasmine Bina A Time to Build Tight Brands in the Chaos of Loose Cultures