Hey everyone, headlines are all about geopolitical tension again today, but I think the really interesting stuff is happening quietly in the background. US retailers rushing to import record volumes to beat upcoming tariffs, the surge in new business formations hitting records this year, and big firms quietly scaling AI “workforces” inside their companies — these feel much more important for the long term. Retailers are stocking up like crazy before new tariffs hit. It raises short-term costs but strengthens their supply chains for the future. Over 2.9 million new businesses have been started in 2026 so far, half a million just in May! Despite all the uncertainty, entrepreneurship is still going strong. That’s genuinely encouraging for the economy. Major wealth management firms are scaling AI teams to over 700 full-time equivalents. AI is moving from hype to actually handling real daily operations. These quiet trends are shaping the real direction of markets behind the geopolitical noise. In your portfolios, I’d make room for companies with strong supply chain resilience, innovative smaller businesses, and firms genuinely embedding AI into operations. There might be some short-term bumps, but these are the things that will create winners over time. What do you think? How long until these under-the-radar moves get priced in, or are they still flying under most people’s radar? #Markets #Economy #AI #Entrepreneurship #RealTalk