Muscles and Macro
Understanding the World through Macroeconomics Separate Your Emotions from Profitable Plays OMFS Surgeon in Training (DMD->MD) \ud83d\udc80
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 4 months ago | Last Issue | 12 days ago |
| Active | |||||
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musclesandmacro.substack.comLatest Issues
Peak China: The Demand Story Under the Price Collapse
Brent traded below $75 on June 24 for the first time since the day before the war began. The reading most people are taking is that the ceasefire ended the disruption and the price is simply normalizing back to where it was. That reading is...
The Third Layer: AI's Useless Without a Body, and the Body Is Chinese
The piece nobody talks about
The AI race gets covered as a contest over two layers. Chips on one side. Energy on the other. The US owns the chips. China owns most of the energy. Everyone watches that scoreboard.
There is a third layer...
The Bet Behind USMCA
The world watches as the US, Canada, and Mexico move toward a July 1 trilateral review of the agreement that has governed North American trade since 2020. The headlines focus on tariffs, court rulings, and Carney’s resistance posture. The a...
Before the Architecture Shifts
If it feels like everything is moving faster than it should be, that’s because it is. The world’s two largest powers are in a savage race to lock in the next era, and the one currently on top knows its tools have an expiration date. Before...
Why the US Is Finally Running China’s Playbook
American foreign policy comes loud. You see the navy ships, the sanctions announcements, the corporate takeovers, the photo-ops on the South Lawn. Chinese resource control runs through loan officers and contract lawyers, and most weeks it d...
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Understanding the World through Macroeconomics Separate Your Emotions from Profitable Plays OMFS Surgeon in Training (DMD->MD) \ud83d\udc80
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