BLOG

much-remote-work-right

How Much Remote Work is Right?

December 17, 2021

Leadership December 17, 2021/Leadership As many companies officially return-to-work, organizations are finally rethinking stale conventional wisdom about how things get done. Should everybody return to the office? Should employees be able to work from anywhere they want? What is the best way to efficiently produce high quality work? These questions are front and center for…

Read More >>
is-inflation-on-the-horizon

Is Inflation on the Horizon?

December 17, 2021

Financial December 17, 2021/Financial Recent reports show that inflation has ticked up to some of the highest levels we’ve seen in a long time. While there is no call for panic, this is definitely something to keep an eye on. It has been decades since the United States has seen significant inflation. Many adults, including…

Read More >>
computer-chips-short-term-thinking

Computer Chips, And Short-Term Thinking

December 17, 2021

Technology December 17, 2021/Technology Over the last year, a shortage in computer chips has hobbled production of a wide variety of popular products like cars, phones, and gaming consoles. These chips have become a key input in our economy and few people appreciate what a huge disruption this is. What is so remarkable about this…

Read More >>
mixing-politics-work

Mixing Politics at Work

December 17, 2021

Leadership December 17, 2021/Leadership Politics are very polarized these days, and unfortunately that is bleeding into the workplace. This can be a challenge, but it’s solvable with leadership. When faced with cultural battles at work, many executives’ first instinct is to make rules. For example, I recently saw in the news that the tech company…

Read More >>
the-case-for-optimism

The Case for Optimism

December 17, 2021

Leadership December 17, 2021/Leadership   These days, I hear a lot of pessimism about the future. There are always valid reasons to worry, but I see even more reasons to be really excited. From across the political spectrum we hear narratives after those left behind, American decline, China is stealing jobs, big corporations destroying democracy.…

Read More >>
corporate-virtue-signaling-complicated

Corporate Virtue Signaling is Complicated

December 17, 2021

Leadership December 17, 2021/Leadership Recently, many businesses have been getting more involved in politics. Major League Baseball pulling the All-Star game from Atlanta is the latest high profile example in a trend that I’m watching with interest. When there is an issue on the table that affects an organization’s mission or operations, then of course…

Read More >>
case-study-creating-value-lease-renewal

Case Study: Creating Value In Lease Renewal

December 17, 2021

Investment December 17, 2021/Investment When a lease termination date approaches, many commercial real estate property owners will sell, rather than risk vacancy or face difficult negotiations with corporate lawyers over lease renewal. Many times, their risk aversion is Alliance’s opportunity. Some of our best investments fit this profile, including a recent big success. We found…

Read More >>
Recent events have offered strong reminders of how fragile economic ecosystems can be. The pandemic has badly hurt a lot of businesses, not to mention the people who have gotten …

The Suez Blockage Is Another Reminder

December 17, 2021

Investment December 17, 2021/Investment Recent events have offered strong reminders of how fragile economic ecosystems can be. The pandemic has badly hurt a lot of businesses, not to mention the people who have gotten very ill. Last week’s saga of the Suez Canal blockage is just another example of a grey rhino. The Suez Canal…

Read More >>
Grey Rhinos

Grey Rhinos are Inevitable

December 17, 2021

Leadership December 17, 2021/Leadership The ongoing pandemic has exposed a lot of short-term thinking. Many businesses were caught unprepared for lockdowns and supply chain disruptions. While it was hard to foresee the coronavirus, crises are inevitable. In many ways, today’s business culture encourages short term thinking. A typical CEO at a public company might only…

Read More >>
move-before-the-market-does

Move Before the Market Does

December 17, 2021

Technology December 17, 2021/Technology Over the last few months, I’ve noticed a lot of stories about cybersecurity breaches. In technology and beyond, change creates opportunities for some and risks for others. Hackers love to find previously unknown vulnerabilities, or so-called zero day exploits. Recent examples include incidents at leading IT companies like SolarWinds and Microsoft.…

Read More >>
missing-boat-spacs

Are You Missing the Boat on SPACs?

December 17, 2021

Financial December 17, 2021/Financial There’s a hot new trend on Wall Street right now. People have been asking me whether they’re missing the boat if they don’t invest in SPACs. Special Purpose Acquisition Companies, or SPACs, are essentially shell companies that exist only to buy other companies. Why? To shepherd these acquisitions into public markets…

Read More >>
investors-must-think

Investors Must Think for Themselves

December 17, 2021

Investment December 17, 2021/Investment These days, legions of investors hang on the every word of celebrity CEOs and business gurus. But no matter how brilliant Elon Musk or some guy on Reddit might be, real investing demands that we think for ourselves. I happen to be a big fan of Warren Buffet, but that does…

Read More >>
asking-right-questions

Are You Asking the Right Questions?

December 17, 2021

Leadership December 17, 2021/Leadership Nothing is more important to the success of a growing business than building a great team. But finding the right people is easier said than done. These days, there are plenty of candidates with sparkling resumes. Unfortunately, it’s much easier to list claimed accomplishments than to truly be the driver (rather…

Read More >>
music-stopped-gamestop

When the Music Stopped for GameStop

December 17, 2021

Investment December 17, 2021/Investment The recent GameStop episode on Wall Street serves as a powerful reminder of the difference between investing and gambling. Gamblers sometimes win big, but over the long term, it pays much more handsomely to be an investor. No experienced investor is surprised that GameStop stock has lost more than 80% of…

Read More >>
dont-fear-mistaken

Don’t Fear Being Mistaken

December 17, 2021

Leadership December 17, 2021/Leadership Most people are too afraid of being wrong. Of course it’s better to be right than wrong, but those aren’t the only options. I recently discovered Cunningham’s Law, which says that “the fastest way to get the right answer is not to ask a question; it’s to share a wrong answer.”…

Read More >>