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Keep Moving Forward
The challenged consumer has remained resilient overall
Jun 16
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Fallout
At the bleeding edge, AI is being trusted to write and review its own code
Jun 9
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Tremendous Resilience
Consumers are highly employed, have a lot of savings, and are continuing to spend
Jun 2
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May 2025
Not Falling Off a Cliff
The consumer has been resilient, even though consumer sentiment is fragile
May 27
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Sigh of Relief
It's encouraging that governments have temporarily reduced the tariff rates
May 20
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Sigh of Relief
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Mixed but Stable
There's still a lot of uncertainty, and confidence has fallen
May 12
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Buffett Rides into the Sunset
End of an era as Buffett formally passes the baton
May 5
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April 2025
Resilient Consumer, Messy Supply Chain
Companies are trying to bring supply chains closer to home
Apr 28
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Watching and Waiting
Trump is starting to apply more pressure, but Powell seems content waiting
Apr 22
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Blink of an Eye
the damage may have already been done, and a recession may be brewing anyway
Apr 14
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Ah, S--t
The stock market experienced a violent sell-off due to the tariffs announced last week
Apr 7
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March 2025
The Transcript 1Q25 Letter
Reviewing the key themes from 1Q25 through C-suite quotes
Mar 31
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