No Talent, No Alpha

No Talent, No Alpha

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RTO or WFH? Which Workforce Strategy Drives Superior Returns?
How choosing between sweatpants and suits shapes not only your company culture - but also your investment returns.
Tapped Out and Teetering
Is the American consumer about to break? Dissecting retail results, interest rate impacts, and savings data to understand today’s consumer spending…
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…

February 2025

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…
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…
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…
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…
When One Leader Holds the Keys to Success and Survival
Exploring Key Person Risk and how visionary leaders shape, sustain, or unravel organizations.

January 2025

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