Links
A Healthy Response to Failure on the World Stage – The Athletic
Tariff Limbo – WSJ
Competing on Price and Quality, the Ethos of Costco – WSJ
A Deep Critique of AI 2027’s Bad Timeline Models – LessWrong
(and the original article)
Thoughts
- Lots of food deals WK Kellog’s acquisition by Fererro and Kraft Heinz’s Breakup being the two that got most of my attention.
- The trade war is keeping the market volatile, businesses who are able to respond and create deals seeing huge gains, others floundering as they wait for clarity in policy
- Trump continues to criticize rate holding behavior by the fed, but the CEO’s of some major banks are still
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