Curiosity@Intelsense
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1.
A
Happiness isn't a destination achieved through relentless striving, but a state of being cultivated through acceptance. True joy emerges when you recognize that wanting less is often more powerful than acquiring more. Like Socrates walking through the marketplace and observing how many things he doesn't want, contentment comes from understanding that freedom isn't about possessing everything, but about being satisfied with what you already have.
Exceptional success emerges when you find work so naturally aligned with your talents that it feels like play to you, while appearing as intense labor to others. The most powerful competitive advantage is being uniquely positioned to do something that feels effortless to you but challenging to everyone else.
Where you choose to focus your mental energy determines the quality of your experience. By becoming intentional about your attention, filtering out unnecessary distractions and aligning your focus with meaningful pursuits, you transform existence from a passive experience to an active, purposeful journey.
2.
How U.S. Tariffs Impact Supply Chains
Tariffs are a tax. So, the immediate effect will be akin to what an increase in tax would do to consumption and sales. The first thing we will notice is that consumption falls. As a related effect, prices will also go up, depending on how much margins companies choose to absorb from the cost shock, but surely they will pass on some costs to their consumers.
There is a pricing question going on here. All companies face price pressure if consumer spending becomes discretionary. All these companies are surely examining how much they could get hit on their price margins, how much of a haircut they can take on those margins, and how much of their costs they could realistically transfer to their consumers.
Often, the only way for companies to tide over uncertainty is to buy and store a lot of safety inventory at a cheap holding cost. But with tariff uncertainties, holding inventories can become expensive. If prices go up, demand will fall, which means companies must hold those inventories on their books for longer periods, which can make things unprofitable. But companies could lose out if they choose not to hold inventories, because they could become more expensive in the future. So, either way, many companies will find themselves in a tight spot.
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Thought of the Week
“Your time is limited, so don’t waste it living someone else’s life. Don’t be trapped by dogma – which is living with the results of other people’s thinking. Don’t let the noise of others’ opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition.” – Steve Jobs
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