Real China Charts

Why America needs Scale before Moon-shots

"The advanced capabilities are offshore. We push the buttons." - Industrial Policy #11

Jul 11 • 

Real Charts

6

1

June 2025

Relearning How to Build

"Let's start her up and see why she doesn't work." - Industrial Policy #10

Jun 23 • 

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 • 

Real Charts

11

May 2025

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 • 

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 • 

Real Charts

9

1

April 2025

We Lost the Factories. Then We Lost the Students.

Industrial Policy #7 - millions of smart kids steered away from building things

Apr 25 • 

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 • 

Real Charts

2

The World Needs a Buyer of Last Resort

Very important to understand this.

Apr 9 • 

Real Charts

4

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 • 

Real Charts

6

March 2025

Technology Stack of an Economy

Industrial Policy #6 - it's all connected and don't ignore the foundations

Mar 28 • 

Real Charts

7

Industrial Commons, what to do?

Industrial Policy #5 - Let the industrial commons erode or kickstart a flywheel effect?

Mar 20 • 

Real Charts

3

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

Free post. Heavily influenced by Robert Lighthizer's No Trade is Free

Mar 7 • 

Real Charts

8