Amanda Goodall

Independent research on markets, capital and organizational behavior.

[Amanda Goodall @Amanda_Goodall]

After 20+ years as The Job Chick, I’ve finally been promoted to… myself.

Amanda Goodall. Same me, new name on the door. 😎 @Amanda_Goodall

[Amanda Goodall @Amanda_Goodall]

@drjoshcsimmons @BTT1024 Wow more impressive than I thought! Thank you for sharing.

[Amanda Goodall @Amanda_Goodall]

The fragmentation between China and the US is not commerce, it’s labor architecture. Palmer isn’t wrong!

[Amanda Goodall @Amanda_Goodall]

@prosperousguy Interesting take....

[Amanda Goodall @Amanda_Goodall]

ServiceNow understood the assignment.

SaaS seat pressure is real. The workforce difference between $NOW and $CRM is pretty wild too.

ServiceNow is developing:
New Logo AEs.
Commercial Growth AEs.
Security & Identity AEs.
Licensing & Entitlement roles- which is basically metering, usage, consumption.

Salesforce is stacking Agentforce AEs & specialists onto an already massive sales machine... which very much looks like they are adapting to the problem.

ServiceNow looks like it’s redesigning around it.

McDermott knows what he’s doing.

[Amanda Goodall @Amanda_Goodall]

$NBIS ’ workforce is getting interesting.

Engineering is swallowing the org chart. AWS, Microsoft, Google, Meta and even CoreWeave talent coming in recently.

Not exactly a random mix.

[Amanda Goodall @Amanda_Goodall]

Not all companies stay focused on hiring top talent or specifically picking the right people from the right places to help them move forward. Lucid has done an epic job of this.
$LCID

[Amanda Goodall @Amanda_Goodall]

$LCID Lucid may be having a moment, but they are not staffing for bankruptcy! Good on them to fight the dangerous reporting out there. Lucid is part of a big picture for the Saudi Arabia Public Investment Fund. Much bigger than most realize. And the talent coming in is pure🔥.

https://t.co/0zRLExI1oq

[Oliver Groß @minenergybiz]

Stable economy 🔥

[Amanda Goodall @Amanda_Goodall]

That about sums it up.

[Ryan Morse CMT CFP® @RyanMorse33]

Can’t babe we’re back to watching fucking Korea.

[Amanda Goodall @Amanda_Goodall]

@WorldStrategist @Yahtseyy @vtchakarova Haha very on point @Yahtseyy - but the development of workforce in different regions are quite different, and it is a fascinating area to look into.

[Amanda Goodall @Amanda_Goodall]

@Zulu18360299 😂😂😂

[Amanda Goodall @Amanda_Goodall]

OUCH

[JaguarAnalytics @JaguarAnalytics]

AI basket today

[Amanda Goodall @Amanda_Goodall]

I think people are underestimating what Ma’aden is building.

[Amanda Goodall @Amanda_Goodall]

Seriously? 🤨

[Pubity @pubity]

The CEO of Accenture is asking employees to not go on vacation this August for the company to "deliver a strong fourth quarter".

For one-time-only, the company will allow those that don't use their vacation days this month to carry them into 2027.

[Amanda Goodall @Amanda_Goodall]

And when you look at these recent recos… Damn….

[Amanda Goodall @Amanda_Goodall]

Korea’s semiconductor exports have been ripping... but prices are doing a lot more work than volumes.

Much of the wealth created gets recycled overseas rather than back into Korean assets.

Great cycle - Fragile setup.

Not a sell signal... but I’m watching for the exit sign.

KRX:000660 - SK Hynix
KRX:005930 - Samsung Electronics

[Financelot @FinanceLancelot]

😉

[Amanda Goodall @Amanda_Goodall]

Korea’s semiconductor exports have been ripping... but prices are doing a lot more work than volumes.

Much of the wealth created gets recycled overseas rather than back into Korean assets.

Great cycle - Fragile setup.

Not a sell signal... but I’m watching for the exit sign.

KRX:000660 - SK Hynix
KRX:005930 - Samsung Electronics

[Amanda Goodall @Amanda_Goodall]

While credit continues to price severe distress, Bally's internal capital and workforce allocation shows Chicago moving from development into operating build-out.

Caveat* - you probably know more than I can see in my datasets Mark... 😉

Needless to say it is on my watch close list.

$BALY

[Mark wayman @GodfatherWaym]

Bally’s Warns of Going-Concern Risk – Bally’s Corporation announced, “Substantial doubt about it’s ability to keep operating.” The stock plunged 27% in a day.

Many casino insiders have long questioned the casino operator’s strategy. When he is not hammering Resorts World Las Vegas about their financials, Instagram icon VegasPaulyC has stated for months (maybe years) that Bally’s was not going to make it.

They are carrying $4.5B in debt, can’t get Chicago done, and have not started on the Las Vegas project.

Remember what The Godfather taught you: Debt is a parasite.

https://t.co/8b0498R1Uj

[Amanda Goodall @Amanda_Goodall]

@MauiBoyMacro @SamanthaLaDuc Hormuz, oil, AI debt, fiscal deficits. Bit of a kerfuffle.

[Samantha LaDuc @SamanthaLaDuc]

Some bond managers are selling Treasuries to buy AI corporate debt instead because it pays more…

Betting on AI revenue that doesn't exist yet.

Risk: corporate spreads can blow out faster than Treasury yields with no U.S. Treasury backstop.

[Amanda Goodall @Amanda_Goodall]

😬😬😬😬😬😬

[William Bradford II @SirBradford]

@Amanda_Goodall @KASDad Here, fixed it…