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Maersk: Trade Just Got Structurally More Expensive
Sanctions don’t stop trade. They force someone to absorb the cost.... and the workforce is already showing you who.
May 18
•
Amanda Goodall
14
5
April 2026
Cheap Globalization Is Over
Sanctions are a political labor policy.
Apr 29
•
Amanda Goodall
15
4
5
March 2026
Defense Hiring Signals Behind the Next Missile Production Cycle
Multiple geopolitical tensions are currently forcing governments to reassess weapons stockpiles and industrial capacity.
Mar 11
•
Amanda Goodall
4
2
The Oracle Layoffs Story Everyone Is Getting Wrong
AI didn’t take these jobs. Capital did.
Mar 7
•
Amanda Goodall
8
2
Iran Conflict: Hiring Freezes Hit First, Defense Jobs Boom Next
The Real Middle East Shock
Mar 7
•
Amanda Goodall
11
5
February 2026
Capital Follows Authority
How Sponsors Now Control Enterprise AI
Feb 27
•
Amanda Goodall
8
4
Palantir & Reinvestment Velocity
Palantir’s workforce architecture and the compression of reinvestment velocity. Implications for global allocators in high-growth tech hubs.
Feb 19
•
Amanda Goodall
8
4
Walmart Without Workers
How the largest employer in America stopped hiring for growth
Feb 7
•
Amanda Goodall
28
1
13
Narrative Laundering
Workforce risks are real... and we are laundering the hell out of it.
Feb 6
•
Amanda Goodall
6
2
January 2026
Innovation is a Dirty Word
There are moments in a company’s lifecycle when nothing dramatic has to be announced for something significant to already be underway.
Jan 23
•
Amanda Goodall
5
5
Forget China vs. US: South Korea Owns the Execution Layer
Markets Are Finally Noticing
Jan 22
•
Amanda Goodall
1
8
The Senate Is Eliminating Jobs with their Emerging Tech Policy
The Labor Math Behind Emerging Tech Policy
Jan 12
•
Amanda Goodall
6
2
5
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