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Wages, Wage-Price Spirals, Inflation, and the Echoes of History
Reflections on the November 2024 jobs data and a look at wage-price spirals - and how we've dealt with them - through the years.
Dec 8
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Wages, Wage-Price Spirals, Inflation, and the Echoes of History
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November 2024
The Human Element in the S&P 500
Mounting evidence suggests that how companies manage their people is just as predictive of financial success as what they sell.
Nov 28
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The Human Element in the S&P 500
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July 2024
To Stay Or To Go?
Human beings are, naturally, attracted to shiny and new. But could breaking this structural component to turnover be the key to improving retention at…
Jul 4
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To Stay Or To Go?
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April 2024
When A Raise Doesn't Feel Like A Raise
Applying the principles of marginal utility of income, the Easterlin paradox, and Kahneman's prospect theory to the idea of employee raises.
Apr 14
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When A Raise Doesn't Feel Like A Raise
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February 2024
On OpenAI & Sora: The End Of Two Industries
A $1 trillion disruption is coming to the storytelling, filmmaking, and advertising industries on a global scale. That's the power of OpenAI's new…
Feb 17
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On OpenAI & Sora: The End Of Two Industries
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The Big Game
From 1.25 billion chicken wings devoured to $13 billion in economic impact, the Super Bowl is a cultural juggernaut fueled by massive viewership…
Feb 10
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The Big Game
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On Elon's Pay Package: The Tradeoff Between Risk and Reward
As a capitalist, my perspective is that it was fair compensation for the risk involved. High risk, high reward, right?
Feb 3
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On Elon's Pay Package: The Tradeoff Between Risk and Reward
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September 2023
On Disney
Everyone has a soft spot for Disney. Despite its rich history, Disney faces challenges, including a succession issue at the top, struggling business…
Sep 23, 2023
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On Disney
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"Can I Have Some More, Please?"
In a world where Elon Musk's Tesla is cutting costs to cut prices, Detroit's Big 3 are being hamstrung by labor strikes.
Sep 18, 2023
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"Can I Have Some More, Please?"
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A Little Bit About Moonshot
Moonshot has been a labor of love, but my co-author James Philip Arbuckle and I have put together what we think is the ultimate field guide for the…
Sep 3, 2023
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A Little Bit About Moonshot
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August 2023
Dead On Arrival?
Instacart filed its IPO paperwork at the end of last week to much anticipation. But certain unit economics of the business should raise alarm bells.
Aug 30, 2023
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Dead On Arrival?
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Value Is Relative
Competitive pricing is great for consumers, yes. But for shareholder value, we need to ask a different question.
Aug 20, 2023
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Value Is Relative
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