TBDeconomics
Leadership
Bulletin To Builders: Materials Supply Is Not The No. 1 Challenge
With due respect to the work builders do and their achievements grappling with a disrupted supply chain, the greater risk to business is a weakening pipeline to capability. Here's what that means.
Leadership
Sooner Or Later? A Housing Icon Reads The Tea Leaves And Asks
Frank Anton — a lifelong student of history, and a career-long witness to five of America's boom-and-bust housing cycles — sees a correction coming. Let's engage with him as he runs the numbers on when.
Leadership
Over Time, Musk Proves Out The Fitness Of Productized Solutions
Tesla's multi-pronged vision and strategy may be the first at breaking through the housing disruption barrier by focusing not just on construction, but what people value in their property as well.
Leadership
Backlog Logjam May Dampen Spring Selling: Deja Vu All Over
2022's word-of-the-year for homebuilders and their partners: Capability. And in most cases, that means deep pockets, deep local scale, and deep relationships with vendors.
Leadership
Inflation And Omicron: 2 Sides Of The Same Coin For Future Impact
Commodities and Covid are inseparable in how they'll shape housing dynamics in 2022 and beyond. Here's what that means.





economics
Leadership 02.09.22
Bulletin To Builders: Materials Supply Is Not The No. 1 Challenge
With due respect to the work builders do and their achievements grappling with a disrupted supply chain, the greater risk to business is a weakening pipeline to capability. Here's what that means.
Leadership 02.02.22
Sooner Or Later? A Housing Icon Reads The Tea Leaves And Asks
Frank Anton — a lifelong student of history, and a career-long witness to five of America's boom-and-bust housing cycles — sees a correction coming. Let's engage with him as he runs the numbers on when.
Leadership 01.11.22
Over Time, Musk Proves Out The Fitness Of Productized Solutions
Tesla's multi-pronged vision and strategy may be the first at breaking through the housing disruption barrier by focusing not just on construction, but what people value in their property as well.
Leadership 01.10.22
Backlog Logjam May Dampen Spring Selling: Deja Vu All Over
2022's word-of-the-year for homebuilders and their partners: Capability. And in most cases, that means deep pockets, deep local scale, and deep relationships with vendors.
Leadership 12.10.21
Inflation And Omicron: 2 Sides Of The Same Coin For Future Impact
Commodities and Covid are inseparable in how they'll shape housing dynamics in 2022 and beyond. Here's what that means.