What I read this week...
China warns travelers over AI tensions, new research reveals surprising human behavior patterns, SF mayor mandates office returns, and leaked Google memo exposes AI anxieties.
More issues
If Elon Musk Were McKinsey, Would He Still Be the Villain?
A quick perspective on DOGE, management consulting, the Federal Government, and what Elon Musk is working on.
The Anatomy of a Corporate “Job Creation” Announcement
From Trump’s Tariffs to Apple’s American-Made AI Servers—What Do the Numbers Really Say?
What I read this week...
Bill Ackman bets on a modern-day Berkshire, IRS layoffs shake up tax season, a ‘DOGE’ scandal hits federal workers, CEO confidence soars, and the Fed signals a slowing labor market.
Help Wanted! Indefinitely... The Labor Crisis No One Is Pricing In
The labor market isn’t cooling everywhere. Critical sectors are still struggling to hire, and the financial impact is bigger than most people realize.
What I read this week...
Japan’s data blunder sparks security debates, Ukraine invests in innovation for economic resilience, AI redefines outsourced work, Dimon and Amazon double down on RTO, and Blue Origin cuts jobs.
The Best-Run Companies Have The Highest Revenue Per Employee (RPE)—Or Do They?
A deep dive into how Revenue Per Employee (RPE) varies by industry, why REITs dominate this metric, and how companies like Apple have used it to evolve over time.
What I read this week...
Trump eyes Shein and Temu for forced labor ties, federal workers face office space shortages, Oracle’s AI reshapes HR, plus a look at evolving human capital disclosures and DeepSeek’s market impact.
When One Leader Holds the Keys to Success and Survival
Exploring Key Person Risk and how visionary leaders shape, sustain, or unravel organizations.
Modeling The Turnover Tax's Financial Drag on Earnings (EPS)
A simple model for understanding what an organization's turnover tax is and how it silently impacts financial performance, operating income, and earnings per share.
Why Moats Beat Management (Most of the Time)
A quick review of competitive moats and whether great management or a great business model is more important in the long-run.
Want To Understand How Good A Workforce Is?
Human Capital Value Added (HCVA) reveals the true economic value each employee brings to a company—beyond their salary—and is a key metric for investors looking to gauge workforce effectiveness.