A Whopper Jobs Report

August 5, 2022
Leyendecker Executive Search

August 5, 2022

The most important measure of how well I played is
how much better I’d made my teammates play.

Bill Russell

THOUGHTS FROM DOUG

Check this graph out on CO2 emissions per capita in the United States. Who would have thought we’re back to 1920s level?

Does the fall in oil prices tell us that recession is already here?

Given that it was Western-influenced “green” policy that put Sri Lanka on the path to economic and political collapse, how do we think other emerging economies are going to take Western influence?

Is the West paying enough attention to the growing anti-West sentiment around the world? The West makes up only one billion of our eight billion global residents. The question we may need to be asking ourselves is why more people around the world are tiring of the West.

Many people are probably trying to project how long it will take the Europeans to find alternative fuel sources to Russia’s. Maybe we should also be wondering how long it will take Russia to find alternative buyers of their fuel. If Russia finds its buyers before Europe finds its new suppliers, well then Europe will be in a bind.

Numerous recent news stories suggest gasoline prices have fallen for 50 days in a row. Well, the Fed’s first 75 basis point rate hike was also 50 days ago. Hmmm…

The scooter fad that caught fire a few years ago has collapsed. The business model never seemed to make sense, but investors poured billions into the space. Fads often begin in times when money seems to be falling out of the sky and then crash and burn when the easy money goes away.

What other fads are set to burn out now that we’re changing economic direction?

The UN Secretary-General just said “humanity is just one misunderstanding, one miscalculation away from nuclear annihilation.” What is it with the world today? Why are dystopian narratives so prevalent these days? Why are dystopian narratives so appealing to so many?

When talking about inflation, few people seem to consider the influence of regulation. Ever more regulation drives up the cost of doing business. Most recently, regulatory influences that created higher operating costs could be balanced out by lower costs of capital, but now…

Given the controversy around Nancy Pelosi visiting Taiwan, is China about to unleash the Kraken?

THE ECONOMIC VIEW

Companies are boosting capex
Is this good news for the future?

US trade deficit narrows
More exports, fewer imports.

Consumers may be out of gas
The post-pandemic recovery is over.
As credit card debt surges
Here’s the Fed report
Will lower mortgage rates help?

High power costs hurting US factories
The US needs cheap energy.
Will higher company costs squeeze profits?

THE INFLATION BOGEYMAN

Car prices are skyrocketing
Here’s a good chart
How will this affect demand?
Car companies don’t think it will

Global food inflation map
Global recession anyone?

Rents are starting to plateau
But are still at record highs

Supply chain future could be “scary”
Suggests US Commerce Secretary.

THE LABOR VIEW

US adds 500K+ jobs
The Fed is going to keep raising rates.

The “coffee shop index”
Says work from home endures.

Workers are not showing up
They’re finding excuses not to work.

Why people are quitting their jobs
Will labor gain the upper hand?

MEANWHILE IN EUROPE

The UK raises interest rates
And predicts a longish recession.

Germany’s greens hate nuclear
But the country needs electricity.

Britain’s next PM will be pro fracking
So say the two final candidates.

THE NEW ENERGY TRANSITION

Can Greece solve Europe’s power problem
By teaming up with Saudi Arabia on transmission?

Europe addicted to Russian diesel
Lots of political napping in the EU over the years.

Trans-Saharan pipeline in the works
To supply Europe with natural gas.

PLAYING WITH FIRE

Will US supply Ukraine with fighter jets?
Putin may not like that.

Russia has a little problem
Putin’s Central Asian “allies” aren’t on board.
So Russia is courting Africa to its side

Does Ukraine have the tech advantage?
It would certainly be helpful.

GLOBAL

Developing nations headed for debt crisis
A consequence of globalism unraveling.

There’s another food shortage coming
India’s drought limits rice crop.
China-Africa trade hit record in 2021

Does Africa need the West anymore
America’s influence is waning there

THE FINANCE WORLD

Wall Street experiences a drought
Are layoffs around the corner?

What’s happening in M&A?
KPMG’s recent report.

Buyout loans selling at a discount
As the market worries about recession.

Here comes the VC fundraising slowdown
What’s it going to mean?

TECHNOLOGY

Can big tech conquer health care?
Are they trying to do too much?

There’s a quiet crash happening
In the venture capital industry.

Facebook may leave Europe
If they pass new privacy laws.

THE CRYPTO MEME

The crypto meltdown
How do you handle losing billions?

Get cryptovoyants’ financial advice
They have “psychic” insights.

VCs are pouring into crypto
They must believe.

THE NEXT NORMAL

Why Americans hate the media
The Atlantic ponders itself.

Gene editing is on the horizon
It may even prevent heart attacks.

The race to engineer psychedelics
Is their legitimacy just around the corner?

THE WAR ON CARBON

Solar panels will be installed by robots
So much for renewable energy job creation.

Amazon’s carbon emissions grow
Maybe they need to tap their climate fund.

Nuclear power may not return
Because we’ve lost so many experts.

THE EV DREAM

That EV tax break
May be very hard to get.

Here come the Vietnamese EVs
With a unique pricing model.

Japanese carmakers
Want to change the fuel, not the engine

THE CHINA SYNDROME

China halts dialogue with US
China is pissed over Pelosi visit
Is a Taiwan war coming soon?
China cancels meeting with Japan

Riding the China growth wave
Was great, but now what?

China dominates microchip exports
Does the world need US chips?

THE WASHING-TONE

The “inflation” bill looks passable
Climate and investors are saved!

Department of Labor not happy with Mexico
Claims they’re denying auto union rights.

Yellen calls for trade diversification
Does she know something we don’t know?

MAKING A BETTER YOU

How the arts make life better
They provide a “mindcation.”

Humans are the smartest animals, right?
Then why are we so unhappy?

Just 2 minutes of walking after eating
Is good for you!

HOW ABOUT A BREAK

The best public pools around the world
Time for a new bucket list!

We just lost a true American legend
No one today comes close.

The most famous person from your city
Really cool interactive map.

SONG OF THE WEEK

From 0 to 5,000 exoplanets
Music supports a visual space history.

VIDEOS OF THE WEEK

Bullet Train trailer
Brad Pitt has fun with bad guys.

Three Thousand Years of Longing trailer
From the crazy mind of George Miller.

Anyone seen this hot new TV show?
The Bear trailer.

CASTING AROUND THE PODS

“Avoiding School Shootings and the Boy Crisis”
Jordan Peterson interviews Dr. Warren Ferrell.

FROM THE HEADHUNTER’S KITCHEN

Summer watermelon is oh so good.
Here are some recipes

20 best easy Mediterranean recipes
Imagine you’re on the Amalfi coast.

A new weight loss drug really works
But is it a misguided effort?

IN CASE YOU MISSED IT

A Majority Thinks Government is Corrupt
July 29, 2022

Clean Air Causes Global Warming
July 22, 2022

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