Capital Matters
Capital MattersDiscussing geopolitics, markets, technology, and the intersections between them.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | capitalmatters.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
On US Consumer Debt and Inflation
I am concerned about the US economy.
On the International Oil Market
If you like roller-coasters, you’re going to love this week’s topic. On the other hand, if you, like me, find them stressful and unpleasant, then get ready. Either way, strap in, because there’s no way to examine the recent evolution of oil...
On Chinese Consumer Demand and Labor Markets
In the past couple of years, there’s been no shortage of doomsayers proclaiming the imminent demise of the Chinese system. This has been a cottage industry for a couple decades already, with seasoned analysts regularly falling into this tra...
On the Structural Limitations to the Current AI Bubble
Even in the best of times, accurately predicting technology markets is complicated; innovations live and die on the hype they generate, backed only by investors with very short attention spans and (often) very little understanding of the pr...
Authors
The writers behind this newsletter.
Interested in the how the world works? Welcome, reader! We are Capital Matters. We create articles and videos on geopolitics, markets, technology, and how these three key domains interact. Watch, read, enjoy, and subscribe to support us!
Frequently Asked Questions
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