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4 Things I Learned This Week

By Alex Stark What Summer Challenges in Logistics, Rare Earth Materials, Berkshire’s Housing Bet, and a New Wharton Study on AI Are Trying to Tell Us It’s finally feeling like summer in my corner of the supply chain world. Sunny skies, consistently warm temperatures,…
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4 Things I Learned This Week

By Alex Stark When the Numbers Aren’t Telling the Whole Story: Consumer Sentiment, AI Jobs, 10-Minute Groceries, and the Pope Hope everyone had a good Memorial Day weekend. The unofficial start of summer felt earned this year. I participated in an annual 5k (shout-out…
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4 Things I Learned This Week

By Alex Stark The Ground Floor Is Talking: Are We Listening to the Freight Market, the Carvana Disruption, the AI Backlash, and the Real Driver Shortage Story? Hope you all enjoy the unofficial start of summer this weekend. I don’t know about you, but…
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4 Things I Learned This Week

By Alex Stark What We Built vs. What We Need Now: Why the Protein Boom, Negative Real Wages, the Saudi Truck Convoy, and a 1,500% Cargo Theft Surge Are All the Same Story It’s been a relentless week for industry news, or all news…
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4 Things I Learned This Week

By Alex Stark The Wrong Instinct: Why the Freight Reset, AI Bottlenecks, Transparency Theater, and a 183-Year-Old Factory Closing Are All the Same Story There’s a particular rhythm to mid-quarter weeks. The big quarterly noise has settled, the next big push hasn’t fully started,…
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4 Things I Learned This Week

By Alex Stark The Squeeze—What Tariff Price Hikes, a 2% Economy, the Carrier Capacity Crunch, and a Wharton AI Study All Have in Common The calendar says May. The weather outside my window in northeast Pennsylvania says early April. The trees are just starting…
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4 Things I Learned This Week

By Alex Stark Look Underneath—Why Customer Loyalty, AI, Cash Flow, and the Global Helium Supply Are All Quietly Shifting I’m coming back from business travel this week on the West Coast. Travel can be a bit of a grind. Rental cars, traffic, crowded airports.…
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