TBDBrief
TBD Brief Posts
Capital
Jobs And Homes: Amid Mixed Signals, Learning Beats Knowing
How to read the May jobs report in five easy pieces.
Leadership
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.
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?
Leadership
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?
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.
Leadership
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.
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?
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.
Brief
Capital 06.04.21
Jobs And Homes: Amid Mixed Signals, Learning Beats Knowing
How to read the May jobs report in five easy pieces.
Leadership 06.03.21
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.
Capital 06.03.21
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?
Leadership 06.03.21
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?
Land 06.02.21
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.