Arthur’s Substack

This substack will set out policy solutions to the issues we face today.

An exploration of the quirks of energy investing and ESG ("Environmental, Social, Governance"), how it works and how it doesn't.

A newsletter of quiet contrarianism, slow analysis and ambient ideas

Exploring the frontiers where financial markets, macro-economics and history meet

The political economy of covid-19, and after

China's tech and industrial policy: manufacturing, global supply chains, AI, clean tech, EVs, trade, economic competition.