Archive
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
The last few weeks have felt eerily familiar… For many companies, the end of summer was supposed to mark the return to the office. A common goalpost for employees was reopening after Labor Day. But much like the promise of the initial lockdown in March 2020 only lasting for two weeks, current office reopening plans […]
- AAPL
- ABNB
- AMZN
- BXP
- CRM
- DBX
- UBER
This chicken producer is getting out while the market is red hot... With a weekly production of around 90 million pounds of broilers – chickens raised specifically for their meat – Sanderson Farms (SAFM) is the third-largest poultry producer in the U.S. But this Mississippi-based poultry producer falls behind the likes of industry giants for […]
- PPC
- SAFM
- TSN
The pandemic-induced recession was the shortest ever... The private nonprofit organization National Bureau of Economic Research ("NBER") officially defines a recession as a "significant decline in economic activity spreading across the economy, lasting more than a few months." When the NBER's Business Cycle Dating Committee drafted this definition in 2009, it could never have foreseen […]
- FICO
Many Americans can quote these solemn words by heart... But they don't actually come from the Bible... You may be familiar with this prayer. It is no wonder that it resonates with so many, with a message both empowering and serene. God, grant me the serenity to accept the things I cannot change, courage to […]