Media
Thoughts from Chris Leach, research from TCE, and a home for our writing, podcasts, and videos.
Gym Thoughts
What I’m thinking about while building TCE, between sets, and throughout the day.
Gym Thoughts: Capital Allocation Between Sets
On investor introductions, customer demand, and whether a business can stand on its own. Thoughts from under the bench press.
The Empty Seat
Why an airline would rather fly a premium seat empty than sell it cheap, and the short chain of companies that sets the price in your hand.
Oh, SNAP! How the Junk-Food Rollback Reprices America's Packaged-Food Complex
How new SNAP restrictions on junk food ripple through the packaged-food complex, with a 54-name map of who is most exposed across public equities.
The 5 Consultants: Archetypes from an Expert Network
A field guide to the five kinds of consultant TCE encounters on the other end of expert-network engagements - who builds the business, who burns the hours, and what each archetype says about how this industry actually works.
OPEC Fractures - The New Middle East Energy Order
UAE left OPEC on May 1. The exit formalizes a regional realignment with compound effects across cartel pricing, the petrodollar, and Saudi strategy.
The Textbook We're Living In: Keynesian Wartime Economics
Defense spending is reshaping the US economy exactly as Keynesian macro predicts. Where the 2026 surge is landing - and which chapter comes next.
Pain at the Pump
A founder's read on what is actually moving fuel prices right now, and why the headline numbers miss the operator-level story.
You're Getting Recycled Experts. Here's Why.
The difference between database matching and precision sourcing, and why it matters for your next engagement.
How to Get More from a 45-Minute Expert Call
Most expert calls underdeliver because clients show up unprepared. A practical guide to structuring calls that move decisions.
The IC Deck Is Due in Two Weeks. Here Is How to Run Commercial Diligence That Fast.
A tactical guide for deal teams running commercial due diligence on compressed timelines.