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Industrial Commons
A country does not rise to the level of its innovation. It falls to the level of its industrial commons.
Feb 13
•
Real Charts
25
Does China subsidize EVs? - Part 1
Charts this week #13
Nov 11, 2024
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Real Charts
16
Data Leak, Demographics, and Consumption
How China overcounted its population and the myth of consumption-led growth
Apr 11, 2023
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Real Charts
24
3
Follow-up: Proposals to Rebuild U.S. Capacity Gaps
"The advanced capabilities are offshore. We push the buttons." - Industrial Policy # 12
Sep 11
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Real Charts
3
Why America needs Scale before Moon-shots
"The advanced capabilities are offshore. We push the buttons." - Industrial Policy #11
Jul 11
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Real Charts
6
1
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Relearning How to Build
"Let's start her up and see why she doesn't work." - Industrial Policy #10
Jun 23
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Real Charts
4
Apple In China, the Industrial Commons story and Lessons for America
Factories Alone Don’t Build iPhones... Commons Do - Industrial Policy #9
Jun 5
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Real Charts
11
The Future of American Manufacturing Is Already Here—Can You See It?
The new jobs, new tools, and new energy of U.S. manufacturing - Industrial Policy #8
May 15
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Real Charts
7
China Charts #12 - Disappearing Data, US-China Tariffs, PMIs and Real Estate
When the narrative and numbers clash in China, the data quietly disappears.
May 6
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Real Charts
9
1
We Lost the Factories. Then We Lost the Students.
Industrial Policy #7 - millions of smart kids steered away from building things
Apr 25
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Real Charts
7
6
China Charts #11 China’s Households Are Still Playing Defense
A look at PBOC surveys: Green shoots are visible, but structural pessimism still dominates.
Apr 14
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Real Charts
2
The World Needs a Buyer of Last Resort
Very important to understand this.
Apr 9
•
Real Charts
4
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Real China Charts
Trying to make sense of things for business people, investors and policy professionals by Real Charts
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