The Dow printed a record and the first half closed with $251 billion in US IPO and share sales, the most since 2021. Underneath: the yen broke 162 for the first time since Reagan, Nike's earnings beat was 72 percent tariff refund, the S&P's strength ran on $23.5 billion of mechanical quarter-end flo

The Dow printed a record and the first half closed with $251 billion in US IPO and share sales, the most since 2021. Underneath: the yen broke 162 for the first time since Reagan, Nike's earnings beat was 72 percent tariff refund, the S&amp;P's strength ran on $23.5 billion of mechanical quarter-end flo

Brief: The Delivery Problem

Your daily guide to an increasingly complex world. Markets, crypto, AI, geopolitics, and the mental models that connect them — from Cosmic Trex, where ancient wisdom meets the cutting edge.

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Brief: The Delivery Problem

Brief: The Delivery Problem