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1,798 from 15 Nov 2020 to 31 Oct 2026

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October 2026

1. 31 OctTop Links 1271 The Trump org’s network. Marketizing compute. Sticky wages, brass bands throbbing in the parks & the future reign of happiness and peace.
2. 30 OctTop Links 1270 Anthropic IPO highlights. Saudi takes a hit. AI comes for Lao Gan Ma & the parody of passwords.
3. 29 OctTop Links 1269 Politics and money in Brazil. Solid electricity. What Brits do & Fatherland.
4. 28 OctChartbook 481 How stable is the profit dollar in an age of “speedball capitalism”?
5. 28 OctTop Links 1268 Apollo questions AI. What goes into a data center. “Collective Relays” and Whicker in Paraguay.
6. 27 OctTop Links 1267 Cracks in the AI boom. China’s grumpy universities. Lula in his element & what to watch for at the 5th Plenum.
7. 26 OctTop Links 1266 Winter arrives in the market. No one owns protectionism. The DSA trickle & flying across America.
8. 25 OctChartbook 480 France’s schools system may be bad, but we should all be protesting the decline in education!
9. 25 OctTop Links 1265 Manufacturing slump. Federal flows. Who likes the DSA and a Roman killing field.
10. 24 OctTop Links 1264 Indonesia and the rise of the index vigilantes. The rise of the Mann-o-sphere. Voegelin and the end of history.
11. 24 OctIndonesia and the rise of the index vigilantes. The rise of the Mann-o-sphere. Voegelin and the end of history.
12. 23 OctChartbook 479 Africa’s unprecedented urbanization - against historic normalization (#2)
13. 23 OctTop Links 1263 The relentless, totalising machine of American finance. African urbanization. Blowing up cathedrals and is Belgium next?
14. 23 OctThe relentless, totalising machine of American finance. African urbanization. Blowing up cathedrals and is Belgium next?
15. 22 OctTop Links 1262 Tariffs and inflation. 36 varieties of Keynesianism. T.W. Schultz and the battle over margarine in Iowa. Surviving AIDS.
16. 21 OctTop Links 1261 AI and the US current account. Tripartite Agreement of 1936. Stockholm school & Marie-Antoinette’s last letter.
17. 20 OctTop Links 1260 Treasuries and tech stocks in lockstep. Chinese R&D surges to the front. Braudel on energy & White Australia.
18. 19 OctTop Links 1259 Indonesia at a crossroads: fires, downgrades, fuel shortages & Homer Simpson. Also, sex difference in pain.
19. 18 OctTop Links 1258 Auto overcapacity. Shredding Chanel. Lincoln, Lenin & deus ex machina.
20. 17 OctTop Links 1257 The EV is happening. Skidelsky, Shaikh & Mehrling. The Yemen model.
21. 16 OctTop Links 1256 Terra icognita: modernity and feritility. Mega cities & “look mum no engine”.
22. 16 OctChartbook 478 Money and Empire - for Perry Mehrling
23. 15 OctTop Links 1255 The big two in the S&P500. When US labour led the world. Postcolonial Malaysia & multi-ethnic Rome.
24. 14 OctTop Links 1254 European safe assets. Global steel production. The Japanese at Versailles & the inner life of a shipwreck.
25. 13 OctTop Links 1253 AI crowding out. Decoupling US-China investment. Russia’s plague death & hyperpolitics.
26. 12 OctTop Links 1252 US trade deficit. What’s the matter with France? Rupee under pressure & the end of Gaza.
27. 11 OctTop Links 1251 The suffocating AI blob. China shock 2.0. Propping up the rupee and Chris Wickham RIP.
28. 10 OctTop Links 1250 Tech’s trillion-dollar inconsistency. The Germanisation of European defense. Chinese machine-tools and the last of Japan’s gold leaf beaters.
29. 9 OctTop Links 1249 Chinese v. US bonds. Yes tariffs really are bad for inflation. The New Red Sea wars & On Un/Uncertainty.
30. 8 OctTop Links 1248 Stocks of oil plunge. Junk bonds + AI VC under pressure & how Roman Law was made.
31. 7 OctTop Links 1247 The bond puzzle. AI impact in NYC. Lukacs to Du Bois and how the Romans gave up on Scotland.
32. 6 OctTop Links 1246 Giga-scale data centers. Ugandan gold. Moscow’s wartime pigeon post & the rise of the Yemeni coffee shop.
33. 5 OctTop Links 1245 Jobs in health care. Jobs for women. The US labour market is segmenting. Chernobyl’s radiation and Lenin’s love of literature.
34. 4 OctTop Links 1244 AI imports. Brazilian logistics. The New Left watching the 1966 world cup & “white heat”.
35. 3 OctChartbook 477 Against historic normalization: Why AI is not the Manhattan project and why we must challenge ourselves to think the radically new.
36. 3 OctTop Links 1243 Gridlock in the US housing market. Construction physics. Fredrick Taylor’s real revolution & how US police are getting in on the deportation racket.
37. 2 OctTop Links 1242 Construction goes K-shaped in the US. Locked-in mortgages. German Bolivia & applause for the statistician.
38. 1 OctTop Links 1241 Vicious loop in the Treasury market. European luxury dominance. Immigrants in Congress & the Atomic Audit.

September 2026

1. 30 SepTop Links 1240 Debt service and the Pentagon. Private equity and the politics of the US housing market. The return of black lung disease & the Franco-Prussian war in color.
2. 29 SepTop Links 1239 The Biggest Economic Bet in U.S. History. Bond Ructions. Evolution of Management Models & John Coltrane’s Alabama
3. 28 SepTop Links 1238 Equity flows. Wages in gold. Path of the Kamikaze & Trotsky on the revolution of dollar hegemony.
4. 27 SepTop Links 1237 Rates, rates rates. The yen-carry-trade unwind. The cartel war in Sinaloa & “socialism or barbarism” (1915).
5. 26 SepTop Links 1236 The usual inflation suspects. Twin deficits of 6 percent? A massive ungovernable influx of energy & a sense of vertigo.
6. 25 SepChartbook 476 Walled-in wealth #2: US-China oligarchic divergence.
7. 25 SepTop Links 1235 Late-stage American capitalism. The Asian semi-conductor pullback. Saving Florida’s orange industry & the end of Empire in Aden.
8. 24 SepTop Links 1234 Short-term and long-term debt in America. Pricey lubricants & the end of the American age.
9. 23 SepTop Links 1233 Big tech guarantees. Gold and Hong Kong’s first Five Year Plan. P4M & death and money in Switzerland.
10. 22 SepTop Links 1232 Fiscal costs of migration. White terror in Bulgaria & the father of Australian landscape painting.
11. 21 SepChartbook 475: After the dollar as reserve currency, the (profit) dollar as a “portfolio currency”.
12. 21 SepTop Links 1231 The big AI web. Pax Britannica on Wednesday 24 November 1937. Productivity in the very long-run & the Habsburg Jaw.
13. 20 SepTop Links 1230 AI liability. Menschen mit Migrationshintergrund. The battel of the princes in Liechtenstein & the two Blooms.
14. 19 SepTop Links 1229 Wood in the US economy. China investing in people. Deciphering Rivera & From Clive to Keynes.
15. 18 SepTop Links 1228 Billionaires and the midterms. China’s EV shakeout. Malthus as demon & Marcuse on Adorno.
16. 17 SepTop Links 1227 Is AI heading for a clash with Wall Street and the White House? Slough and the planet. The Azores and the Spanish treasure convoys.
17. 16 SepTop Links 1226 Who’s“the house”? Breaking 5 percent. Schmitt in Spain. Movewear making an impact.
18. 15 SepTop Links 1225 Fed-Treasury history. Postpartum haemorrhaging. Avoiding the next famine & how chimneys work.
19. 14 SepTop Links 1224 Macro woke 1.0. Class in Halle. Maternal mortality in Nigeria & Braque on total war.
20. 13 SepTop Links 1223 IMF caves to USA on chief economist. Miami boom. $LAPTOP crashes & the Canton-Hong Kong strikes.
21. 12 SepTop Links 1222 Banks in the new Treasury-Fed regime. England’s resilient school system. Zirkus Fahraway & welcome to the pyrocene.
22. 11 SepTop Links 1221 US real wage pressure. China’s Most Secretive Hydropower Project. Consolidating popular capitalism in Nigeria & Exiles in Paradise.
23. 11 SepChartbook 474: The state is the problem - the AfD’s anti-systemic diagnosis of contemporary Germany.
24. 10 SepTop Links 1220 European bond worries. Iran oil squeeze. The toughest prisoner of them all & guitar Baroque.
25. 9 SepTop Links 1219 Don’t fight the bond market. Neoclouds, neo-risks. Ethiopia’s drone war & the other Parisian towers.
26. 8 SepTop Links 1218 Why AI is coming to dominate coding. Expansionary contraction is baaaack. Psychosocial antifascism and the Three Arrows.
27. 7 SepChartbook 473 Germany’s democratic earthquake: the AfD breakthrough in Sachsen-Anhalt and the question of an “alternative to the Alternative”.
28. 7 SepTop Links 1217 Russian gold through Hong Kong. The birth of repo out of the spirit of the Liberty Bonds. Anger in politics & the failed metrication of the USA.
29. 6 SepTop Links 1216 Nvidia's network. Y'all street. The history of the PMC & birds of paradise.
30. 5 SepTop Links 1215 Japan is back to the 1990s. Liechtenstein under the IMF microscope. Jünger and total war, plus melting down the family silver.
31. 4 SepTop Links 1214 Dollar exposure. Starbase Louisiana. Spain's lost empire & "The Acropolis of the New World".
32. 3 SepTop Links 1213 Fish fingers around the world. Parking tickets in London. Pushing the Great Game & Buffalo Bill.
33. 2 SepTop Links 1212 The circularity of Big Tech's earnings. Squeezing the middle tier of US higher ed. The Mad Dog of Europe & the peasant wars.
34. 1 SepTop Links 1211 Scenarios for big tech. China's birth collapse. Air power in the Pacific & the violence of bureaucracy.

August 2026

1. 31 AugTop Links 1210 Bonds, bonds, bonds. World hunger. Aliens and the man for whom the Dolomites are named.
2. 30 AugTop Links 1209 The cost of chicken. UK manufacturing decline. Bikes in the Wild West & Greek empire.
3. 29 AugChartbook 472 Neo-Burgundian technocracy: Ernst Jünger’s reckoning with nihilism.
4. 29 AugTops Links 1208 Profit boom. Political fragility. The shadow surge in deportations & ultra-long horizontal wells.
5. 28 AugTop Links 1207 US deficits. Counting India. Coquillards. Stracciatella and Batman.
6. 27 AugChartbook 471 Still Safe? Cognitive dissonance in the Treasury market.
7. 27 AugTop Links 1206 American animal spirits. Norway breaks with EU energy policy. Who pays for the Premier League & the Beijing silver mine.
8. 26 AugChartbook 470 Treasury v. Fed 2026: Battle Royale or “Epic Fury” in the bond market?
9. 26 AugTop Links 1205 Who is hurting in Canada? Big Food lobbying in India. The new era of missile warfare & the original Incredibles (Incroyables).
10. 25 AugTop Links 1204 Five ways the US economy depends on equities. The Trump family bank (sic). Flying dragons & the Muscadins.
11. 24 AugTop Links 1203 Eichengreen on de-dollarisation. What a private finance crisis might look like. World hunger & the Kaiser's favorite war correspondent.
12. 23 AugChartbook 469: The risk of unwind - The US Treasury market in the era of the hedge fund-profit dollar.
13. 23 AugTop Links 1202 Bond market denialism. Unhappy Taiwan. Argentina's polo-pony business & for want of a Patriot (PAC-3).
14. 22 AugChartbook 468 “Apocalypse Now” in the Treasury Market? March 2020 as seen from August 2026.
15. 22 AugTop Links 1201 2 percent growth. Bessentism. India's cities. The coldness of Heiner Müller.
16. 21 AugTop Links 1200 Long rates surges, but will there be a landing? Is it time for MMT in “hard mode”? The War of the Words.
17. 20 AugTop Links 1199 Big Losses. Meeting Milton Friedman. Fire-Diver & Operation Epstein Fury.
18. 19 AugTop Links 1198 The Warsh plot. Boosting Plovdiv. The politics of Marc Bloch & Alcatraz as an idea.
19. 18 AugTop Links 1197 Chips-data-centers and debt. Emirates and the mercenaries. Sweet sickness, Yesterday & the comeback of British cheese.
20. 17 AugTop Links 1196 Disapproving of the MAGA economy. The BoJ as the biggest carry trader of all time & the Nazi wrecks on the Danube.
21. 16 AugChartbook 467 "Mad dogs and ...": Heatwave economics - summer 2026
22. 16 AugTop Links 1195 Taxing America's dark matter. Israeli emigration. Beijing insists Aristotle exists. Stuart Hall on political correctness.
23. 15 AugTop Links 1194 How decoupling is illusory. Youth unemployment in Africa. Crossing Australia and Chile's right-wing backlash.
24. 14 AugChartbook 466: The Straits of Kaub and seven centuries of German political economy.
25. 14 AugTop Links 1193 SpaceX and civilisational ambition. China's precarious labour market. Pakistan's Kashmir troubles, Tahiti & tattoos.
26. 13 AugTop Links 1192 China's Polar Silk Road. Why Trump's USAID cuts may kill fewer people. FAFO and on sleeping faster.
27. 12 AugTop Links 1191 Europe's border mess. Did Africa have too few people? Tough diamonds & Gorbachev hawks Louis Vuitton.
28. 11 AugTop Links 1190 On Treasuries and rates in the US. China's energy plans. Pipeline economics & the meaning of "thing".
29. 10 AugTop Links 1189 Did Bidenomics work? Fewer Chinese are studying abroad. The political economy of Rwanda & the extraordinary career of Reinhard Gehlen.
30. 9 AugChartbook 465 The Last of the Magicians: Thomas Mann, John Maynard Keynes and the Alchemy of Bourgeois Liberalism
31. 9 AugTop Links 1188 China's gig workers. Africa's ag exports & the 20 megaprojects that may or may not support them. The history of the RV.
32. 8 AugTop Links 1187 The US, selling euros to buy the yen. Korea's surplus surges. Seven tons of film & South London mid-century.
33. 7 AugTop Links 1186 The profit dollar. Trump gets the Fed he deserves. Free trade DSA. How unmotivated workers cost trillions.
34. 6 AugTop Links 1185 Global equities. The Emirates in Africa. Authenticy as a political virtue & the German government wants you to know that cocaine consumption is bad for the jungle.
35. 5 AugTop Links 1184 Science for development. Bessent's intervention. Fish in the wrong place & Charlemagne's canal.
36. 5 AugChartbook 464 The"China squeeze" - the politics of development counterfactuals.
37. 4 AugTop Links 1183 The US drops Bud. UK credit crunch. Beerlao, the beer of a nation. War machines & the state.
38. 3 AugTop Links 1182 Memory market shifts. India's job market stress. It-narratives & Atmosphères.
39. 2 AugChartbook 463: Zauberberg/Magic Mountain - how history ended in Davos ... on, or about September, 1907.
40. 2 AugTop Links 1181 Breaking down the Big Mac. The economics of American water. The dismembering of Mali & the history of the pocket.
41. 1 AugTop Links 1180 China shocks. Cockroaches & capitalists. Roman Baroque and the entangled time tree.

July 2026

1. 31 JulTop Links 1179 Rates up. Samsung's profits explode. The first mechanized factory and the end of the Teamsters.
2. 30 JulTop Links 1178 Whose economy? Mega car carriers. Politically ambiguous dance & "you already have the face".
3. 29 JulChartbook 462: China shocked - beyond 1.0 and 2.0 to the "Big One".
4. 29 JulTop Links 1177 Nvidia & Hut 8. Rebuilding China's balance sheets. Brian Eno & the painter of the hole.
5. 28 JulTop Links 1176 How AI could reinforce dollar dominance. Numbers man. Kleos and getting what you want.
6. 27 JulTop Links 1175 Global balance sheet. Pakistan in the balance. American fears. Repeal the 20th century.
7. 26 JulChartbook 461: Polycrisis & nostalgia for lost futures.
8. 26 JulTop Links 1174 America's two economic worlds. Japan's linear economic zone. The Trader Joe's demographic & Harry Kane's chess skills.
9. 25 JulTop Links 1173 Price level shock. The chemistry of chips. The German lobbies and berries always and everywhere.
10. 24 JulTop Links 1172 MAGA sentiments. South Korean financial rollercoaster. West Bank buried in cash. T. rex shenanigans & vectors of fascism.
11. 23 JulTop Links 1171 How college-educated Americans are feeling the pinch. Trump v. PIX. Russian economic pessimism & the colonial roots of French theory.
12. 22 JulChartbook 460 Greedflation meets China shock: Can Europe's car industry be saved without making the cost of living crisis worse?
13. 22 JulTop Links 1170 The SpaceX hype. Decomposing the UK's productivity issues. Sassy Dissent & the problem of private castles.
14. 21 JulTop Links 1169 Where French families put their money. The high-price island of Switzerland. Forest fires in Europe & the first ambulance.
15. 20 JulTop Links 1168 The UK's regional imbalances. The lab monkey trade gap. Lindsay Graham on power & squatting in Hong Kong.
16. 19 JulTop Links 1167 Economic vulnerabilities. This El Niño is not like the others. The end of American diplomacy and Henry Miller on Paris.
17. 18 JulChartbook 459 Spain v. Argentina 1816-2026: uneven and combined development in the world economy & on the pitch.
18. 18 JulTop Links 1166 Can Citi come back? The regionalization of world trade. China's top gun & grad students into the UAW.
19. 17 JulTop Links 1165 Broken confidence. Patient capital in China. Forgotten feminist. On the banks of the Dordogne.
20. 16 JulTop Links 1164 "Everybody's profiting". The map of Russian fuel shortages. Bad nights. Underdevelopment and war.
21. 15 JulTop Links 1163 America's AI deficit. The Qatari veto at VW. Scientific decoupling & poets of the apocalypse.
22. 14 JulTop Links 1162 Remaking the Fed. The transformer bottleneck. Botswana's beef & the rampaging Ebola outbreak.
23. 13 JulTop Links 1161 Running the MAGA economy hot. Precarious Palantir. Modern man, a yellowed old tiger & progress against dementia.
24. 12 JulChartbook 458 Postscript - A conversation with Barnaby Raine about politics, economics, continuities of violence and hyper-agency.
25. 12 JulTop Links 1160 Who gets power in contemporary America? Empire on suicide watch. Saba Saba day & singing the Vietnam blues.
26. 11 JulTop Links 1159 In AI, revenue just caught up with depreciation. When will China make Mythos? How Indonesia invented sea denial & "Bombed Happiness".
27. 10 JulTop Links 1158 Skewed wealth distributions. Leaving gold. Jacques Bainville and India's invisible women.
28. 9 JulTop Links 1157 Data centers and "industrial resolve". Cannibalizing Lululemon. African urbanization & Foucault's secret Canadian file.
29. 8 JulTop Links 1156 Pricey BBQ. Exaggerating Huawei. The US in 1930. Ukraine striking back.
30. 8 JulChartbook 457: The metamorphoses of the dollar
31. 7 JulTop Links 1155 MAGA's economic self-harm. A snapshot of the food system. Grossman's "music of destruction" & Adorno on the paradoxes of historiography.
32. 6 JulTop Links 1154 Exxon - not like other oil majors. Polycrisis as supply shock. The mapmaker of Wounded Knee.
33. 5 JulTop Links 1153 Trump's money. Canada's pipeline to Asia. Russia is losing the space race & China's generals.
34. 5 JulChartbook 456 Alien v. Predator or MAGA meets AI - a "crossover" monument to the USA at 250.
35. 4 JulTop Links 1152 Anchovies & fishflation. Innovating in steel. The "Presbyterian Rebellion" & the ample hips of the stock market.
36. 3 JulTop Links 1151 No more visas. The distributed solar boom. The triumph of Excel & "a bride married to amazement".
37. 2 JulTop Links 1150 Has the debasement trade run out of steam? China and tungsten. Rebuilding missile stocks & 52-year-old soup.

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