Tariffs

14 straight quarters of double-digit growth, no holiday price rises, SharkNinja CEO finds

8 takeaways: beauty sales up near 50% on the viral Shark Chill Pill, 25% growth abroad, and why SharkNinja thinks AI shopping agents will find it before…

Nov 10 • Scuttlebutt

FedEx CCO: boardrooms hit by 2 supply-chain shocks won't trust any lull in tariffs

9 insights: a $600B logistics market FedEx says is still growing, free cash flow guided at $4B and heading to $6B, and 1.2M small businesses waiting on…

Nov 6 • Scuttlebutt

FTG CEO: in 25 years we've raised just $8M of equity; the rest was cash and debt

8 lessons: Why FTG's circuit boards cost 10x Asia's and still win, how two customs codes beat a 50% tariff, and why every deal must clear a 15% return

Nov 4 • Scuttlebutt

RBC CEO: we're not consuming a third-party Anthropic token in most cases

4 takeaways: why Canada-US trade friction is hitting confidence more than prices, RBC's own AI compute strategy, and rising cybersecurity costs

Oct 21 • Scuttlebutt

3 weeks to see company-wide tariff exposure with graph tech, Cummins AI executive finds

8 takeaways: why 70–80% of Cummins staff time once went to wrangling data, how ontologies keep AI agents from hallucinating, and a job he puts at 6–7…

Oct 15 • Scuttlebutt

Bharti Enterprises chairman on the Starlink queue: "I applied five years back"

8 takeaways: India's foreign minister on why the US is a partner but not an ally, Switzerland's 15% tariff deal, Brent at $106 and Goldman's 42 Indian…

Oct 15 • Scuttlebutt

Nasdaq insights head: foreign stocks may beat the US 2 years running, a first since 2007

14 calls: why momentum's Q3 losses came from its leaders, why a stronger dollar threatens foreign stocks, and why bonds no longer cushion a stock…

Oct 9 • Scuttlebutt

KKR macro head: Europe's trade within its own region is heading from 65% to 70–75%

4 calls: UK business investment rising as spending falls, an intra-Asia boom, Korea as the surprise, rates against nominal growth, and why the bond…

Oct 8 • Scuttlebutt

"Nobody gave them anything": NMSDC CEO on minority suppliers that won big contracts

14 lessons: Why supplier diversity is not a hiring program, how Washington left the minority business agency a skeleton, and why only 4% of 4.6M…

Oct 8 • Scuttlebutt

"This is not about a trend. This is a point in time": Levi Strauss CEO on direct sales

5 insights: Why a hot European summer and a back-to-school ad hurt Levi's own stores, how China grew 13%, and the $200 jeans growing double digits

Oct 8 • Scuttlebutt

Solar and storage made 70% of new US grid power in 2026, says SEIA's CEO

11 arguments: why most new solar goes into Trump-won states, why policy swings hurt more than the subsidy cuts, and why solar can't power the AI boom…

Oct 8 • Scuttlebutt

Wolfe Research economist: the Fed will hike at least once more, maybe twice

4 predictions: why core inflation is closer to 2.5% than 3%, why oil and not the economy pushed rates above 5%, and a 70,000 payrolls call for Friday

Oct 1 • Scuttlebutt

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