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Jobs And Homes: Amid Mixed Signals, Learning Beats Knowing
Capital

Jobs And Homes: Amid Mixed Signals, Learning Beats Knowing

How to read the May jobs report in five easy pieces.

  • John McManus
    John McManus
John McManus 4 Jun 2021 • 4 min read
Building Tech & Products

The Building World Debates Katerra: Bad Model or Execution

Here's what we're hearing from TBD audience members on the question of whether it was Katerra's business strategy or execution that doomed it to fail.

  • Craig Reiss
    Craig Reiss
Craig Reiss 2 Jun 2021 • 3 min read
Capital

Talking Housing Bubble? Start Talking Turkey ... And Talking Taper

Global house prices reached unprecedented peaks at historical 12-month rates of growth. Is there a taper-tantrum in oaur near future?

  • John McManus
    John McManus
John McManus 2 Jun 2021 • 1 min read
Material Crisis Can Pivot Into Material Opportunity: Here's How
Building Tech & Products

Material Crisis Can Pivot Into Material Opportunity: Here's How

Choked off supply – like now, where at every turn, fatal-error bottlenecks, with temporary but indefinite timelines for restoration of normalized channel volume, clog visibility – can and will quell demand. Where's the opportunity?

  • John McManus
    John McManus
John McManus 2 Jun 2021 • 5 min read
Land

Metro Magnetic: Pencilling How Much Commute Will Compute

Land acquisition strategy's challenge of the moment is to decipher signals vs. noise, reactiveness vs. initiation, impulse vs. intention as households shape geography's future.

  • John McManus
    John McManus
John McManus 1 Jun 2021 • 3 min read