Archive
Concerns about productivity aren't driving the debate... There's been so much dialogue and controversy about getting people back to the office because employees can be just as productive at home. The past 18 months have thoroughly disproved that working from home is less productive. Many white-collar workers even made the transition to remote work more […]
- HSII
Bloomberg found a creative way to track the return to normalcy... Investors and management teams are trying to assess the effect of the delta variant of the coronavirus on corporate America's return to the office. We think about it, too, from both sides: as investors and from a company management perspective. As a firm, we […]
- PBPB
Today was supposed to be the day many offices reopened... The delta variant of the coronavirus became a much larger problem than anticipated, and many office reopenings are now on hold. This week, we're focusing on the dynamic of returning to the office and working from home and some of the specific winners and losers […]
- TEAM
- ZM
Joel's note: Both the market and Altimetry are closed on Monday in observation of Labor Day. So, look for the next Altimetry Daily Authority on Tuesday, Sept. 7. We wish everyone a safe and enjoyable weekend. Thinking outside the box requires time away from the office cubicle… I'm back in Istanbul, spending a lot of […]
- FB
- GOOGL
During the economic shutdown, work got busier than ever... The pandemic-induced recession and recovery are often described as K-shaped instead of more typical recoveries. A simple recovery might be V-shaped if there is a sudden and short dip before a quick recovery, or W-shaped if there are two dips before the real recovery. However, this […]
- ABNB
- GS
- KFY
- MAR
What appeared to be a summer reopening is quickly slamming shut with the uptick in COVID-19 cases... As summer draws to an end, many folks seek to squeeze in a final vacation over the coming Labor Day weekend. But with the delta variant of the coronavirus spreading rampantly around the country, some might be worried […]
- DAL
After a multimonth bidding war, the North American train landscape is about to look different... Canadian Pacific Railway (CP) and Canadian National Railway (CNR.TO), two of the largest railway operators in North America, have been fiercely battling over acquiring smaller rival Kansas City Southern (KSU), a short-rail operator south of the border. The drama began […]
- CNR.TO
- CP
- KSU
- UNP
When this hedge fund legend embraced SPACs, Reddit loved it... The world of WallStreetBets, "meme stocks," and HODL ("hold on for dear life") was mostly just fun and games until it went to war against Wall Street. GameStop (GME) was the weapon of choice, and investment firm Melvin Capital was the first major casualty. Members […]
- SPCE
Why would the CEO of one of the largest global consulting houses step down at 54? It was the question the audience was asking itself at a recent event held at the Harvard Club last month in Boston on "How a Global CEO Reinvents the Workforce." As I mentioned in yesterday's Altimetry Daily Authority, my […]
- ADBE
- TSLA
- UPWK
The restaurant industry's woes may have more to do with a lack of innovation than supply chain disruption... Many companies needed to take a more modern approach to staffing with updated workforce models even before the global pandemic. Last month, I attended a session on "How a Global CEO Reinvents the Workforce" at the Harvard […]
- AAPL