Supply Chain Self-Sufficiency Comparison: China vs. U.S.
Finance Charts Daily
China: Supply chain self-sufficiency comparison across selected technology and industrial categories: China vs. U.S.
Manufacturing: High-tech buildouts and tariffs are slowly leading to a recovery of domestic manufacturing capacity which has expanded for 48 consecutive months, a new post-2000 record
Strategic petroleum: The size of the Chinese strategic petroleum reserve is mind blowing: larger than US + Japan + the whole of Western Europe combined.
AI coding: In ~2yrs, Google has gone from 0% code written by AI to 75% code written by AI.
S&P in the midterm cycle: The S&P 500 is up 3% in 2026. That’s double the average midterm cycle at this point in the year, dating back to 1950.
