BofA analysts conducted “text analysis of management commentary during US earnings/guidance/industry conf. calls.”

An interesting finding regarding labor: “Mentions of ‘signing bonuses’ are off peak from last fall when they were a huge factor in retaining and hiring staff, though mentions are still above pre-pandemic levels.“

🙋🏻‍♂️You’re looking at an entry for TKer Notes, a new offering I’m currently exploring for subscribers. TKer Notes would be a place where I’d compile all the eye-catching, thought-provoking stuff I come across. It wouldn’t necessarily come with the context you get with TKer’s main newsletter offerings. Writing a whole newsletter takes time!

If this were something I moved forward with, you’d be able to subscribe to it separately (because I know the last thing many of us need are more emails). As always, everything I do is informed by your feedback. If you have a second, check out TKer Notes. And share your thoughts with me at sam@tker.co.