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Sent Items #227: The $166B Unclaimed Bounty, UPS Pivots & Retreat Week!

Mar 15, 2026

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7 min read

Sent Items #227: The $166B Unclaimed Bounty, UPS Pivots & Retreat Week!

Matthew Hertz
Matthew Hertz
Sent Items #226: Tariff Refund Chaos, K+N Earnings Drop & Miami Bound!

Mar 8, 2026

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8 min read

Sent Items #226: Tariff Refund Chaos, K+N Earnings Drop & Miami Bound!

Matthew Hertz
Matthew Hertz
Sent Items #225: Block's 40% AI Cut, The $130B Tariff Scramble & We Turn Two!

Mar 1, 2026

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7 min read

Sent Items #225: Block's 40% AI Cut, The $130B Tariff Scramble & We Turn Two!

Matthew Hertz
Matthew Hertz
Sent Items #224: The Supreme Court Strikes Down Tariffs, TikTok Blinks & FedEx/UPS Shrink

Feb 22, 2026

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8 min read

Sent Items #224: The Supreme Court Strikes Down Tariffs, TikTok Blinks & FedEx/UPS Shrink

Matthew Hertz
Matthew Hertz
Sent Items #223: FedEx’s $9B Deal, Waymo's "Door Closers" & The AI Bill Comes Due

Feb 15, 2026

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6 min read

Sent Items #223: FedEx’s $9B Deal, Waymo's "Door Closers" & The AI Bill Comes Due

Matthew Hertz
Matthew Hertz
Sent Items #222: SCOOP: Is XB Next?+ Rates Drop 7% & Viva Las Vegas

Feb 8, 2026

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6 min read

Sent Items #222: SCOOP: Is XB Next?+ Rates Drop 7% & Viva Las Vegas

Matthew Hertz
Matthew Hertz
Sent Items #221: TikTok's Ultimatum, Amazon Kills Physical Retail & Rates Drop

Feb 1, 2026

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7 min read

Sent Items #221: TikTok's Ultimatum, Amazon Kills Physical Retail & Rates Drop

Matthew Hertz
Matthew Hertz
Sent Items #220: SCOOP: Quiet Logistics Shuttering, Echo Buys ITS & The Mexico Boom

Jan 24, 2026

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7 min read

Sent Items #220: SCOOP: Quiet Logistics Shuttering, Echo Buys ITS & The Mexico Boom

Matthew Hertz
Matthew Hertz
Sent Items #219: Market Shifts, UPS Rebounds & The Sold Out Edition

Jan 18, 2026

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7 min read

Sent Items #219: Market Shifts, UPS Rebounds & The Sold Out Edition

Matthew Hertz
Matthew Hertz
Sent Items #218: Off to the Races (err, trade shows)

Jan 11, 2026

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8 min read

Sent Items #218: Off to the Races (err, trade shows)

Matthew Hertz
Matthew Hertz
Sent Items #217: Back to Reality

Jan 6, 2026

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7 min read

Sent Items #217: Back to Reality

Matthew Hertz
Matthew Hertz
Sent Items #216: The Limbo Edition

Dec 30, 2025

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6 min read

Sent Items #216: The Limbo Edition

Matthew Hertz
Matthew Hertz
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