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A law of procrastination applies to the 'At-Home Revolution'... We've all experienced this law by British naval historian C. Northcote Parkinson: "Work expands so as to fill the time available for its completion." Spoken in plain English, everyone procrastinates. Parkinson originally wrote this law to talk about the unique problems in attempting to streamline government […]

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When someone explains how big the universe is, numbers start to become meaningless... It's just too hard for us to wrap our minds around it.  The Milky Way is 105,700 light-years wide. That's 6.2137 x 10^17 miles (meaning, move the decimal place over 17 spots...). If we had undertook the interstellar spacecraft mission Project Longshot […]

If the product of the future can exist, it must be measurable... When the media industry first emerged, newspapers were the only source of information for the average citizen. As newspaper companies began to grow and further monetize, the publishers had an easy way of tracking their viewership. By measuring subscriptions and newsstand sales, newspaper […]

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The real estate market has permanently shifted, and not just for business... The shelter-in-place orders have led to vastly different experiences for folks across the country. For those who live in outdoor meccas – such as Boulder, Colorado – their experience is distinct from those living in major urban areas. Residents of a city like […]

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A popular investing metric is broken... Investors commonly use the price-to-earnings (P/E) ratio to quickly understand a company's valuation. The same can be done for the benchmark S&P 500 or any other index to understand how cheap or expensive the entire stock market is.  In the March 23 Altimetry Daily Authority, we talked about economist […]

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It's the one ingredient needed for a long-term recession...  Back in September, before anyone had heard of social distancing and when the news cycle was dominated by the trade war, we discussed the conditions for a recession. While the world has changed over the past 10 months, our position has not. Major recessions are always […]

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Here's what the alphabet has to do with economic recovery... Earlier this month, financial-services company Northern Trust put together a piece about the shape of the recovery after the coronavirus pandemic. Over the past few months, experts have debated how a recovery will play out in the U.S. Some believe that due to government relief […]

It's your final opportunity to explore the 'Challenger Deep' with us... In 1960, a deep-diving submarine made the first manned journey to explore the depths of the Challenger Deep – the deepest section of the world's oceans, at the bottom of the Mariana Trench. Explorers had been plotting the sea floor for the past century […]

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Even one of the most well respected firms on Wall Street can't dodge the 'At-Home Revolution'... As we discussed last month, the commercial real estate ("CRE") market is one of the prime targets for disruption by the massive societal shift we're seeing in the wake of the coronavirus pandemic. Many people are realizing that working […]

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One of my mentors just published a new book focused on the corporate lifecycle... My team and I call him the godfather of adjusted accounting analytics, and it's not said tongue-in-cheek. Bart Madden developed the CFROI framework. It's one of the first methods to focus on something equivalent to what my team and I have […]

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