Reletter
Artwork for reading, writing & investing

reading, writing & investing

Glenn Luk

Mental models for business, investing and economic development

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Substack
PricingOnly free issuesPublishesWeekly
Issues142Founded6 years agoLast Issuea year ago
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readwriteinvest.com
Artwork for reading, writing & investing

Latest Issues

Threads Archive: 2025

This page will be regularly updated throughout the year.

Previous Archives:

  • 2024

  • 2023 and Prior

Central, Hong Kong in February 2020 (@glennluk)


Active/Ongoing Threads

  • December 2024: Hidden taxes in U.S. socie...
a year ago
8

Controlled capital investment

Robin Brooks (Senior Fellow at the Brookings Institute) recently shared an intriguing chart detailing capital investment in China across three categories from 2000 to 2023:

Source: Robin Brooks

I enjoy analyzing economic datasets spanning...

2 years ago
22
4

China's Q1 GDP numbers

China’s Q1 GDP figures were released yesterday by the National Bureau of Statistics (NBS), featuring headline year-over-year growth of 5.3% which came in ahead of “consensus” figures from outside analysts and observers.

In the grand scheme...

2 years ago
19
11

Paradox of China's stock market and economic growth

Joe Weisenthal of Bloomberg and the Odd Lots posed this question on Twitter/X:

“Given that the stock market hasn’t been especially rewarding to the volume-over-profits strategy undertaken by big Chinese manufacturers, what policy levers...

2 years ago
29
2

"America the Beautiful"

In elementary school, we learned to sing “America the Beautiful”, which highlighted the enormous natural resource endowments bestowed upon this country:

O beautiful for spacious skies,
For amber waves of grain,
For purple mounta...

2 years ago
12
6

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