The Asianometry Newsletter | Jon Y

Recommended by Jon Y

The Chip Letter

By Babbage

Byte sized stories about the history of computing.

Every time I see a Chip Letter, my heart skips a beat because I know it's gonna be good.

- Jon Y

KonichiValue

By Rei Saito

Explore Japan's economy with me: Expert insights, stock analyses, news, and real-estate updates.

I love his YouTube channel too. Thoughtful articles

- Jon Y

SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

Content I wish I could have written.

- Jon Y

Value Investing Substack

By Aaron Pek

IB-Tier Equity Research in US stocks, by an ex-PM with almost 10 years of professional experience (Institutional Value Investing)

Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Doug's so good at what he does. And he's a nice guy too.

- Jon Y

ChinaTalk

By Jordan Schneider

Deep coverage of China, technology, and US-China relations We feature original analysis and reporting, interviews with leading thinkers and annotated translations of key Chinese-language sources.

People ask me to do this or that topic on China and I just tell them to go to ChinaTalk.

- Jon Y