The Fed may not have a choice if the tariff impact is realized. And this time, it can't be late.

At its core, two things drive capital markets: 1. Liquidity 2. Sentiment Valuations and fundamentals don’t drive short-term market moves. Too many bears get stuck debating the disconnect between the real economy and the stock market—they misunderstand how capital markets

One way to provide stability to capital markets: only have Scott Bessent provide economic insight, guidance and do formal interviews. He comes off as calm, collected, in his saddle. Otherwise, “managed chaos” can feel like “real chaos” to observers.

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“Cash is a call option with no expiration date, an option on every asset class, with no strike price.” 40,000+ people sitting there listening to Warren for 5 hours. It was a highlight for me last week. WB still operating and performing at a high level at 94 is incredible.

I tried this in my last business. Back in 2018. I learned it from Elad Gill’s book. Stripe’s COO famously did this. It works when done right and the only way to do it right is when other team leaders create a similar doc, so your team knows how to work with them. Otherwise, it’s

Elon anchors on principles. Trump leads with power. Silicon Valley needs policy support. Washington needs builders at the table. Compromise is the cost of progress.

How to Read — A Lot More

This is the year of efficiency and cost-cutting at Jones Road. Across the org, we have the initiatives of getting and staying lean and have improved both Gross Margin Landed Gross Margin considerably, and OPEX considerably. Here are 11 things we've done that will lead to multi

Legacy is not a moat. Del Monte recently filed for Chapter 11. Bloated inventory, declining sales and demand, increased competition from private label, operational inefficiencies, and a $125M interest bill took down a 139-year-old food giant. Issue? A brand built for

The Fed just held rates steady for the 5th straight time My quick reflection on what I'm observing (both macro and micro), and its impact on businesses: - Policy is boxed in: The Fed isn't cutting because inflation (especially in services and housing) is still sticky. They're