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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
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23
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Industrial Commons
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Does China subsidize EVs? - Part 1
Charts this week #13
Nov 11, 2024
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16
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Does China subsidize EVs? - Part 1
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Data Leak, Demographics, and Consumption
How China overcounted its population and the myth of consumption-led growth
Apr 11, 2023
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24
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Data Leak, Demographics, and Consumption
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3
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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4
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Relearning How to Build
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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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11
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Apple In China, the Industrial Commons story and Lessons for America
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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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7
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The Future of American Manufacturing Is Already Here—Can You See It?
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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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9
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China Charts #12 - Disappearing Data, US-China Tariffs, PMIs and Real Estate
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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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7
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We Lost the Factories. Then We Lost the Students.
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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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2
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China Charts #11 China’s Households Are Still Playing Defense
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The World Needs a Buyer of Last Resort
Very important to understand this.
Apr 9
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4
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The World Needs a Buyer of Last Resort
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Explaining the Tariffs to My Former Chinese Colleague
What tariffs, trade deficits, and the industrial commons have to do with each other—and why China’s model may be running out of road.
Apr 8
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6
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Explaining the Tariffs to My Former Chinese Colleague
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Technology Stack of an Economy
Industrial Policy #6 - it's all connected and don't ignore the foundations
Mar 28
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7
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Technology Stack of an Economy
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