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And The World Has Somehow Shifted: China ASEAN’s $1T trade and Nvidia as the final boss #226
Plus European gas prices spike as we approach Winter
Sep 3
•
Trí
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Anh Ng. from Tocco
20
August 2026
It's All Wrong, But It's All Right: US-Canada Tariff War & the “Great Transshipment Scam” #225
Plus China’s Rare Earth export controls and Sardines vs South Africa’s only nuclear power plant
Aug 26
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Anh Ng. from Tocco
and
Trí
26
Let's Get Physical: AI Hardware Race, Small Modular Reactors & Magnesium #224
Plus China's trade surplus reached $112.5 billion in July, while Shein is scaling back its Vietnam operations
Aug 18
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Anh Ng. from Tocco
and
Trí
20
Which Nation Is Trump Actually Building? #223
Plus Humanoid Robot market outlook 2026-2029, and AI Boom gets physical H2 2026
Aug 5
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Anh Ng. from Tocco
and
Trí
19
July 2026
In the Sky with Diamonds - EU's Fine on AliExpress, AI's Physical Reality, & Trust in Modern Trade #222
Plus additional Panama Canal surcharges and WAIC 2026
Jul 27
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Trí
and
Anh Ng. from Tocco
28
Infinite Games - China's Export Surge, Japan's Robotics Gambit, and America's Parasite Outbreak #221
Plus Louis Vuitton's lawsuit against China State Regulator, and the India-UK Comprehensive Economic and Trade Agreement.
Jul 19
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Trí
and
Anh Ng. from Tocco
26
Winning a Battle, Losing the War - Molly Tea vs. LV, and Trump's Threat to Spain #220
Plus Morocco's newfound glory and advanced materials deep-dives.
Jul 12
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Trí
and
Anh Ng. from Tocco
21
June 2026
Everything Lit - Europe's Heatwave & World's Biggest Hydropower Project #219
plus a $9B autonomous driving IPO, bio-based adhesives, and moulded pulp.
Jun 30
•
Trí
and
Anh Ng. from Tocco
15
Remember The Time - Lululemon Controversy (again), El Niño (again) and German Cars Crisis #218
plus South Korea's growth and Indonesia's stock market struggle
Jun 23
•
Trí
and
Anh Ng. from Tocco
24
1
Boom Boom Boom Boom - Tariff Attacks & Economic Booms #217
some will win, some will lose.
Jun 1
•
Anh Ng. from Tocco
and
Trí
30
1
May 2026
Black or White - Shein Acquires Everlane, Vietnam FDI Growth & Sodium-ion Batteries #216
Plus Water & Phosphorus Crisis
May 25
•
Trí
and
Anh Ng. from Tocco
23
1
Who's Bad - Trump in Beijing, Shein in Court & Capital in Vietnam #215
Plus How Europe lost the Tech Race
May 17
•
Anh Ng. from Tocco
22
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