Group 1 - The article discusses the lack of recent focus on Charlie Munger, indicating a shift in investment strategies towards other areas [1] - Leo Nelissen is highlighted as an analyst specializing in economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [1] Group 2 - The article includes a disclosure regarding beneficial long positions in shares of TPL, LB, and CME, emphasizing the author's independent opinions and lack of compensation from mentioned companies [2] - It is noted that past performance does not guarantee future results, and no specific investment recommendations are provided [3]

The US will seek agreements with eight allied nations as part of an effort to strengthen supply chains for the computer chips and critical minerals needed for AI tech, according to the top State Department official for economic affairs https://t.co/jB1fbGM6XC ...

Core Insights - A 27-year-old MIT student conducted a study on AI that initially impressed top economists but ultimately faced significant challenges and setbacks [1] Group 1: Economic Developments - The student’s research focused on major economic developments related to supply chains, infrastructure, and commodities [1] Group 2: Investment Analysis - The analysis aims to provide actionable investment ideas with a particular emphasis on dividend growth opportunities [1]

Core Insights - The article emphasizes the importance of in-depth research on various income-generating investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1: Research and Analysis - iREIT on Alpha offers comprehensive research services aimed at providing insights into real estate investment trusts and other income alternatives [1] - Leo Nelissen is highlighted as an analyst focusing on significant economic developments, particularly in supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] Group 2: Analyst Disclosures - The article includes disclosures regarding beneficial long positions in specific shares, indicating the analyst's vested interest in TPL and LB [3] - It clarifies that the opinions expressed are those of the analyst and not influenced by compensation from external sources [3]

Also holds for supply chains.If you have at least two independent vendors, you have one reliable supply chain.But if you have only one vendor, you may end up with zero margin.So: if you have two, you have one, and if you have one, you have zero. ...

Core Insights - Most institutions did not prepare for the new rules regarding global trade and supply chains, indicating a lack of foresight in anticipating regulatory changes [1] Group 1 - Institutions failed to build ahead of the new global trade rules [1] - The emergence of new regulations was unexpected for many organizations [1]

At a time when trade wars and geopolitical volatility often dominate the headlines, Standard Chartered Leadership rejects the premise that globalization is in decline. I don't buy the narrative of globalization. I think that globalization is alive and well.It's just that it's different. It's it's not diminished. It moves in different ways.It's getting more complicated for people to connect. Yes, the desire to connect is greater than ever. And in fact, the desire to create new connections is greater than eve ...

AI Impact on Business - AI is accelerating change faster than previously experienced [1] - Only 5% of companies are seeing AI's impact on their Profit and Loss (PNL), while over 65% are reporting AI initiatives [3] - 2026 is expected to be a year where AI's impact materializes in companies, both on the cost and efficiency side, as well as on revenue growth [3] - Companies are focusing on upskilling and retraining their workforce for AI utilization [4] - Companies are shifting from having an AI strategy to defining their strategy in an AI-driven world, impacting every function and workflow [5] - AI presents opportunities for both efficiency gains (with fewer people or increased production) and generating new revenue streams [7] Marketing & Consumer Engagement - Companies like Coca-Cola are reimagining their marketing workflows with AI for more targeted messaging [8] - Human involvement remains critical in AI-driven campaigns to ensure brand resonance [9][10][11] - 20% of purchase decisions are being driven by "limbs" (unclear what this refers to, needs clarification), emphasizing the importance of brand discovery and emotional resonance [13] Workforce & Talent - Companies are aiming to use AI to automate monotonous tasks, freeing up talent for more value-added and creative work [15] - There is a talent war for individuals with AI-native skills [15] - The next generation is growing up with AI skills, suggesting a future easing of talent shortages [16][17] Supply Chains & Tariffs - Supply chains were significantly impacted during COVID-19, prompting companies to rethink their dependence on China and consider diversification or onshoring [20] - Companies are conducting scenario planning to understand the potential impact of tariffs [20] - There is hope that the White House will consider the impact of tariffs on both companies and consumers [20][21] CEO Succession Planning - CEO succession is considered one of the most important responsibilities of a board of directors [22] - A thorough process involving a broad range of internal and external candidates is crucial [23][25] - Boards should look at succession planning not just at the CEO level, but also at the executive leadership team and one or two levels below [27]

So you have such a unique perspective, of course, on how AI is shaping companies. And there's a great piece in the Wall Street Journal coming out of their leadership institute. I understand that you attended as well, but it seems like the consensus is that AI is fueling change faster than anything we've experienced before.But how exactly companies handle that is not as clear. So I wonder, you know, in the chairs that you occupy, what are those conversations sound like. Well, you can count on the fact that A ...

Geopolitical Risk - The report suggests China could leverage U S dependence on its supply chains [1] - Industries at risk include pharmaceuticals and electrical equipment [1]