TBDLeadership
Leadership
How Better-Than-Expected Results Became A New Win
Outperforming expectations now qualify as chest-pumping, back-flips-worthy triumphs. Compared-with-expectations measures – particularly on the price concessions and cancellations calculus that reveals net pace – amount to an accomplishment: Less-bad is the new good.
Leadership
RIFs Alone Won't Outrun Revenue Loss. Here's An Option
The way layoffs work is that the loss in capability – i.e. revenue reduction – often eclipses any gains in margin protection. This sets a Catch-22 of racing-to-the-bottom in motion that it's hard to stop unless economic and demand tides turn and start raising "all boats."
Leadership
1st-Mover Lennar Continues To Set Pace, Starts As Cash Drivers
Lennar's core strategy to fuse price, pace, and production at a volume level that remains consistent maps the enterprise to fill the present market's dire unmet need, and the future market's most explosive growth opportunity.
Leadership
A Start To Healing Rampant Crises Of Confidence: Focus On Making Places Safer
Running through the present, even scoping to a close-up on homebuilders' Spring Selling season – with countless sources in the past and countless future destinations – streams a stack of crises of confidence, riding piggy-back on one another.
Leadership
Here's Why Builders Don't Panic As Economic Storm Clouds Gather
Rather few strategists among higher-volume homebuilders believe the December 2022 to February 2023 lift will evolve into a sustainable reboot of exuberant demand. That doesn't faze them.





Leadership
Leadership 03.24.23
How Better-Than-Expected Results Became A New Win
Outperforming expectations now qualify as chest-pumping, back-flips-worthy triumphs. Compared-with-expectations measures – particularly on the price concessions and cancellations calculus that reveals net pace – amount to an accomplishment: Less-bad is the new good.
Leadership 03.21.23
RIFs Alone Won't Outrun Revenue Loss. Here's An Option
The way layoffs work is that the loss in capability – i.e. revenue reduction – often eclipses any gains in margin protection. This sets a Catch-22 of racing-to-the-bottom in motion that it's hard to stop unless economic and demand tides turn and start raising "all boats."
Leadership 03.15.23
1st-Mover Lennar Continues To Set Pace, Starts As Cash Drivers
Lennar's core strategy to fuse price, pace, and production at a volume level that remains consistent maps the enterprise to fill the present market's dire unmet need, and the future market's most explosive growth opportunity.
Leadership 03.14.23
A Start To Healing Rampant Crises Of Confidence: Focus On Making Places Safer
Running through the present, even scoping to a close-up on homebuilders' Spring Selling season – with countless sources in the past and countless future destinations – streams a stack of crises of confidence, riding piggy-back on one another.
Leadership 03.09.23
Here's Why Builders Don't Panic As Economic Storm Clouds Gather
Rather few strategists among higher-volume homebuilders believe the December 2022 to February 2023 lift will evolve into a sustainable reboot of exuberant demand. That doesn't faze them.