Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Reshoring and Supply Chain Relocation

Secular themes

Industrial policy, subsidy and security anxiety pulling production back or nearer; a capital-spending theme rather than a returns theme so far.

Books 8Recommenders 2

Start here

  1. Chip WarChris Miller, 2022
  2. Apple in ChinaPatrick McGee, 2025
  3. ChokepointsEdward Fishman, 2025
Chip WarChip War
T1 Chip War
Chris Miller · 2022
Open LibraryGoodreads

How chips became the key to economic and military power, made in a few chokepoints.

Recommended by: Andrew Wilkinson

Material WorldMaterial World
T2 Material World
Ed Conway · 2023
Open LibraryGoodreads

Six materials the world runs on, sand, salt, iron, copper, oil and lithium, traced.

Underground EmpireUnderground Empire
T2 Underground Empire
Henry Farrell, Abraham Newman · 2023
Open LibraryGoodreads

How trade and payment chokepoints became instruments of state coercion.

Apple in ChinaApple in China
T2 Apple in China
Patrick McGee · 2025
Open LibraryGoodreads

How Apple built its manufacturing base in China, and what it gave China in return.

“This is a phenomenal read... A brilliantly researched book. This book was hard to put down.” — Christopher Bloomstran

Source: Semper Augustus 2025 Letter to Clients, 'Books and Music', p. 87

Recommended by: Christopher Bloomstran

Chokepoints
T2 Chokepoints
Edward Fishman · 2025
Open LibraryGoodreads

How the US made sanctions and economic warfare its main tool of coercion.

Arriving TodayArriving Today
T3 Arriving Today
Christopher Mims · 2021
Open LibraryGoodreads

One USB charger followed from a factory in Vietnam by ship and truck to a door.

HomecomingHomecoming
T3 Homecoming
Rana Foroohar · 2022
Open LibraryGoodreads

The case for localisation after the pandemic supply shocks.

The End of the World Is Just the BeginningThe End of the World Is Just the Beginning
T3 The End of the World Is Just the Beginning
Peter Zeihan · 2022
Open LibraryGoodreads

Why the US-guarded trading order is ending, and what that means for supply chains.

Recommended by: Andrew Wilkinson

More secular themes

← Obesity Drugs and GLP-1Sovereign debt and default →All secular themes