<![CDATA[Chartbook: Chartbook Top Links]]>https://adamtooze.substack.com/s/chartbook-top-linkshttps://substackcdn.com/image/fetch/$s_!ftcd!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8e73950-03bb-4589-afaf-d9cdd55ab61b_500x500.pngChartbook: Chartbook Top Linkshttps://adamtooze.substack.com/s/chartbook-top-linksSubstackSat, 18 Apr 2026 12:19:01 GMT<![CDATA[Top Links 1076 "Looking through" Iran. Japan's car industry in trouble. Gum arabic and the Sudan conflict. India threatens Bangladeshi migrants with ... crocodiles. ]]>https://adamtooze.substack.com/p/top-links-1076-looking-through-iranhttps://adamtooze.substack.com/p/top-links-1076-looking-through-iranSat, 18 Apr 2026 10:40:36 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Edith Tudor-Hart Self portrait with unknown man, Caledonian Market c.1935

“Looking through”, “looking beyond”, one way or another the US equity market is not looking down

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]]><![CDATA[Top Links 1075 Global uncertainty. Why global growth in 2025 was so resilient. Guyana's boom & how the Chicago School confronted AIDS. ]]>https://adamtooze.substack.com/p/top-links-1075-global-uncertaintyhttps://adamtooze.substack.com/p/top-links-1075-global-uncertaintyFri, 17 Apr 2026 10:34:40 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Death of Amy Johnson Pat Douthwaite (1934–2002)

6x: We started a live recording of OnesandTooze this morning in DC with these uncertainty numbers.

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]]><![CDATA[Top Links 1074 The last prewar tankers reach their destinations. Our euro, your solution? Who are the Dems? Everday life as "scanty residue".]]>https://adamtooze.substack.com/p/title-1074-the-last-prewar-tankershttps://adamtooze.substack.com/p/title-1074-the-last-prewar-tankersThu, 16 Apr 2026 10:45:55 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

“In industry, learn from Daqing - Huaihai coal country”, Lai Shaoqi (赖少其) Shi Songling (师松龄) Tao Tianyue (陶天月) Lin Zhiyao (林之耀) 1976, November

The last oil tankers to traverse the Strait of Hormuz before the outbreak of war will reach refineries in the coming days, in a …

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]]><![CDATA[Top Links 1073 Schumpeterian waves in the US economy. Deaths from malnutrition. How Ukraine survived & The path to the nest of spiders. ]]>https://adamtooze.substack.com/p/top-links-1073-schumpeterian-waveshttps://adamtooze.substack.com/p/top-links-1073-schumpeterian-wavesWed, 15 Apr 2026 10:40:17 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Transfer Fighting to the New Oilfield by Li Hua and Liang Dong is a celebratory portrait of industrialized China in 1975. (PROVIDED TO CHINA DAILY)

Because it combines technological waves with macroeconomic quantities, this is such an important graph (quibbles about quan…

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]]><![CDATA[Top Links 1072 Medium sour - the oil the US imports from the Gulf. Poland's armaments boom. The Wildfire Season in the US & the battle over marmalade. ]]>https://adamtooze.substack.com/p/top-links-1072-medium-sour-the-oilhttps://adamtooze.substack.com/p/top-links-1072-medium-sour-the-oilTue, 14 Apr 2026 22:24:52 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

"In Memory of Lu Xun", produced by Huang Xinbo in 1936.

The oil that the USA imports from the Gulf is overwhelmingly medium sour, much of which ships to the West Coast which lacks pipeline access to domestic or Canadian oil.

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]]><![CDATA[Top Links 1071 The Australian diesel armada. The health-care labour market slump. The history of cherry tree blossoming & the "assumption of inertia".]]>https://adamtooze.substack.com/p/top-links-1071-the-australian-dieselhttps://adamtooze.substack.com/p/top-links-1071-the-australian-dieselMon, 13 Apr 2026 10:45:55 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Sha Fei, Resistance fighting in the Beiyue Region, near Mount Heng, Shanxi Province, Winter 1940

The diesel Armada for Australia

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]]><![CDATA[Top Links 1070 From coalstate to electrostate. The revenge of the old economy. Killing cities. “The stance upon the ruined abode”]]>https://adamtooze.substack.com/p/top-links-1070-from-coalstate-tohttps://adamtooze.substack.com/p/top-links-1070-from-coalstate-toSun, 12 Apr 2026 10:57:33 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Jean-Étienne Liotard Self-portrait (1746) in pastel, his favourite medium. The full beard he wore after visiting Turkey was an eccentricity in 18th century Europe.

This tweet about China and coal is clearly intended as a polemic, but it isn’t wrong.

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]]><![CDATA[Top Links 1068 How Orban's Hungary is lagging. The ruptural unity of crisis. The Prince and his heir & why exams are bad for you. ]]>https://adamtooze.substack.com/p/top-links-1068-how-orbans-hungaryhttps://adamtooze.substack.com/p/top-links-1068-how-orbans-hungaryFri, 10 Apr 2026 10:45:45 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Andrea Mantegna, The Lamentation over the Dead Christ, 1490

The shock to long-distance flying from the Iran war has been dramatic.

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]]><![CDATA[Top Links 1067 The collapse of the New Deal financial order. The weakest links in the yield chain. After the Postwar moment, "are we the baddies"? ]]>https://adamtooze.substack.com/p/top-links-1067-the-collapse-of-thehttps://adamtooze.substack.com/p/top-links-1067-the-collapse-of-theThu, 09 Apr 2026 10:50:53 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Rudolf Koller Gotthardpost, 1873 - the pony express in … 19th-century SWITZERLAND

The war to break Iran’s economy - grotesque headlines are our reality

More than 3,500 Iranians have been killed in the war, including at least 1,665 civilians, according to HRANA, a US-base…

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]]><![CDATA[Top Links 1066 Why US health care is so expensive. Hysteretic noise. Targeting pistachios & Family Values. ]]>https://adamtooze.substack.com/p/top-links-1066-why-us-health-carehttps://adamtooze.substack.com/p/top-links-1066-why-us-health-careWed, 08 Apr 2026 10:10:41 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Albert Anker, Still life Tea service

Why are US health care costs so exorbitant?

(1) US hospitals charge fantastic rates for basic procedures

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]]><![CDATA[Top Links 1065 America's aging homes. Russia's Iran windfall. Frederick's victory at Leuthen. Sci-fi, science and capitalism. ]]>https://adamtooze.substack.com/p/top-links-1065-americas-aging-homeshttps://adamtooze.substack.com/p/top-links-1065-americas-aging-homesTue, 07 Apr 2026 10:45:19 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Richard Hamilton, People, 1968

America’s homes are increasingly old and in need of maintenance

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]]><![CDATA[Top Links 1064 Jobs v. cardboard boxes. Pakistan makes public transport free. The African retail battle. Bousquet or the "grand arrangement".]]>https://adamtooze.substack.com/p/top-links-1064-jobs-v-cardboard-boxeshttps://adamtooze.substack.com/p/top-links-1064-jobs-v-cardboard-boxesMon, 06 Apr 2026 10:50:43 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Source: Verlag für moderne Kunst

America’s cardboard box industry is contracting

International Paper, the largest cardboard box manufacturer in the United States, recently closed two mills in Georgia and cut more than a thousand jobs. While this might look like routine c…

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]]><![CDATA[Top Links 1063 US crude oil production breaks records. China clashes with BHP in the iron ore market. When Disney lionized Hitler's rocket scientist & dancing on the great firewall. ]]>https://adamtooze.substack.com/p/top-links-1063-us-crude-oil-productionhttps://adamtooze.substack.com/p/top-links-1063-us-crude-oil-productionSun, 05 Apr 2026 10:55:58 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Albin Egger-Lienz (1868–1926), Die Namenlosen (The Nameless) (1916)

US crude oil production breaks new records.

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]]><![CDATA[Top Links 1062 China's pork glut. Desalination at risk in the Gulf. India embarks on its census & Schoenberg's coalition chess. ]]>https://adamtooze.substack.com/p/top-links-1062-chinas-pork-glut-desalinationhttps://adamtooze.substack.com/p/top-links-1062-chinas-pork-glut-desalinationSat, 04 Apr 2026 10:45:14 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Hans Wulz, Selbstbildnis, 1946

The winners and losers of the Iran war are not who you might expect

For American businesses, that creates winners and losers. Some are obvious. Higher prices are good news for the oil-and-gas sector, at least in the short term. Its listed c…

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]]><![CDATA[Top Links 1061 Chinese safe haven bonds. DC delusions. "The interference of two wars". The struggle for mobility in the DRC. ]]>https://adamtooze.substack.com/p/top-links-1061-chinese-safe-havenhttps://adamtooze.substack.com/p/top-links-1061-chinese-safe-havenFri, 03 Apr 2026 10:50:11 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

A detail from Sovereign Sisters, 2014, by the Otolith Group.

Last 18 months have not been good for US industries

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]]><![CDATA[Top Links 1060 Foreign central banks are selling Treasuries. AI-enabling imports. Chevroletstan. Italian terror and Atlanticism. ]]>https://adamtooze.substack.com/p/top-links-1060-foreign-central-bankshttps://adamtooze.substack.com/p/top-links-1060-foreign-central-banksThu, 02 Apr 2026 13:55:36 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Hugo Gellert Plate (folio 70) from ‘Capital’ in Pictures 1933

Foreign central banks sell US Treasuries in wake of Iran war

Foreign central banks have slashed their holdings of Treasuries at the New York Federal Reserve to the lowest level since 2012, as countries sell th…

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]]><![CDATA[Top Links 1059 California running on batteries. The ethanol racket. Little treats. Monarch of my sorrows. ]]>https://adamtooze.substack.com/p/top-links-1059-california-runninghttps://adamtooze.substack.com/p/top-links-1059-california-runningWed, 01 Apr 2026 10:45:52 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Print White Truck Arthur Gerlach Automobile Car Headlights Winter New FZ1, 1931

The speed with which battery storage is changing the operation of electricity systems is astonishing. In the early evening of March 29th 2026, batteries supplied 43 percent of Californian pow…

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]]><![CDATA[Top Links 1058 AI doom loop. The travails of the Chinese yacht market. AIPAC's shifting strategies & the Tapestry of the Great Fear. ]]>https://adamtooze.substack.com/p/top-links-1058-ai-doom-loop-the-travailshttps://adamtooze.substack.com/p/top-links-1058-ai-doom-loop-the-travailsTue, 31 Mar 2026 10:51:40 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

William Rittase: Untitled - Two Men Looking at Machine, ca. 1930’s

Source: PDNB Gallery

This cycle’s cause was not cyclical - Citrini’s radical scenario for AI;

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]]><![CDATA[Top Links 1057 Chinese energy trends. The Asian presence in Silicon Valley. Trump and the Ostrogoths. Adorno and Hegel. ]]>https://adamtooze.substack.com/p/top-links-1057-chinese-energy-trendshttps://adamtooze.substack.com/p/top-links-1057-chinese-energy-trendsMon, 30 Mar 2026 10:36:35 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Charles Sheeler (1883–1965) Conversation – Sky and Earth Date1 January 1940

Great graph on changes in Chinese energy generation, show the sudden emergence of renewables since 2020.

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]]><![CDATA[Top Links 1056 Fertilizer plants out. Warehousing people. Overcoming modernity. Normcore. ]]>https://adamtooze.substack.com/p/top-links-1056-fertilizer-plantshttps://adamtooze.substack.com/p/top-links-1056-fertilizer-plantsSun, 29 Mar 2026 10:45:35 GMTThank you for your support of Chartbook. Your generosity keeps this show on the road.

Luke Swank, Men Pouring Ingots, 1934

Hard to think of a more important map than this right now

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