No Talent, No Alpha

The Hidden Cost of Niceness

If Labor Day is about honoring work, then the real way to honor it is by refusing to let harmony masquerade as culture.

Sep 1

3

August 2025

Most Employees Don’t Build Culture

Two kinds of employees strengthen culture. All the rest quietly sink it.

Aug 29

2

Why We Cling to Bad Jobs — and Bad Stocks

Cost basis doesn’t predict returns. Tenure doesn’t predict performance. Yet we keep mistaking history for value.

Aug 23

2

May 2025

Deferred Compensation

What happens when deferred compensation breaks under the pressure of low early productivity and high workforce mobility

May 15

3

April 2025

AI First. Humans Maybe.

Capital is flowing to AI, not people—and that changes everything about workforce strategy.

Apr 8

2

March 2025

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.

Mar 20

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…

Mar 9

2

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…

Mar 1

2

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.

Feb 27

1

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?

Feb 25

1

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…

Feb 21

2

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.

Feb 19

3