ADP Jobs Disappearing
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Leaner Workforce, Stronger Margins…
CVX Thesis while we await the Hess / Exxon arbitration decision announcement.
AI Is Rebuilding Corporate America
How $160K tech roles were offshored before AWS layoffs hit the headlines.
I pulled 2 years of internal job data across 9 major employers. The data is WILD.
More Reorgs? The H1-B visa situation is not done yet.
Layoffs hit hard... but this visa carveout could reshape tech labor strategy.
$14B Acquisition means layoffs and org changes - here are the real signals.
Ignore the $1B VW Check - I’m Calling It Before the Street Does
Southwest ($LUV): Elliott’s Labor Edge Powers 20–30% Upside Shock Factor: Nine insiders, including Elliott Management’s David Hess (up 47.…
Ford Is Setting Up For 8,000–13,000 Layoffs in 2025- And I’m Calling It Before Anyone Else
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