TBDBrief

TBD Brief Posts

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.

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?

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

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.

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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.

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?

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

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.

Brief

Jobs And Homes: Amid Mixed Signals, Learning Beats Knowing

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?

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

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.