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By Alex Stark It Gets in the Cracks: A Split Fed Holds, 250 Watchmen at the Nation’s Busiest Ports, the Software Risk Nobody Tests For, and the Gravel Lots Riding the AI Boom I cannot believe the string of days we’re experiencing in my…

By Alex Stark Trust Has a Price: Higher-for-Longer Yields, Walmart’s $120 Shot at Prime, the Staples Gift Card Heist, and the Six Forces of Failure. Recently, we hosted a school field trip at one of our distribution centers. About 20 students from the St.…

By Alex Stark Flatten, Not Fall: Sticky Inflation, Freight Rates That Peaked but Won’t Retreat, Amazon’s Robot Arms, and the Barcode’s Long Goodbye No travel this week. I stayed in my little corner of Northeast PA and got in some morning walks with the…

By Alex Stark Right Number, Wrong Question: Walmart’s Robot Reality Check, Electric Rigs Versus $8 Diesel, the Holiday Returns Collision, and the Planner’s Most Important Skill Earlier this week, I traveled to one of our nationwide facilities in Maryland and joined our President and…

By Alex Stark Certainty Arrives Late: A Stronger Economy Than We Knew, a Holiday Season on Edge, El Niño as a Trust Opportunity, and Who Gets to Steer AI We’ve made it to Q4. This is it. The busy season is here across (all)…

By Alex Stark Go Looking: The OECD’s Depleted Buffers, Hormuz Repricing Your Contracts, a Trailer Surge Built on Deferral, and Operating Model Debt Fall officially arrived this week, so feel free to consume as many pumpkin-flavored items as you like without judgment. If you’re…

By Alex Stark You Can’t Automate a Mess: The Fed’s First Hike Since 2023, a Trillion-Dollar Holiday That’s Half Inflation, Capacity Tightening Again, and a Million Robots Earlier this week, our organization participated in the 2026 supply chain roundtable at Miami University’s Farmer School…