What I'm Reading Perfect Storm: Supply chains are experiencing a massive bullwhip from the COVID economy and have resulted in a build up in inventory levels. At the same time, a slowdown in consumer spending caused by inflation could result in a recession. Freight Waves IMO, consumer discounts are coming....
June 10th – Back From the Dead?
What I'm Reading Back from the Dead? Single room occupancy units, once a prominent feature of city life in America that cater to low income residents, have been largely zoned out of existence. Now, cities are taking another look at SROs as a revived source of low income housing. Governing ...
November 29th – Turnaround
What I'm Reading Back in Style: Retail store openings in 2021will exceed closings for the first time since 2017. Department stores and specialty retailers are still closing faster than they are opening but even closings in that segment have slowed. The key here is integration between ecommerce and brick and...
March 23rd – Overflow Conditions
What I'm Reading Overflow: The red hot housing market coupled with stubbornly high unemployment has ignited a boom in new realtors. However, housing supply - which was already low before 2020 - has been dropping like a rock and there are now more realtors than homes for sale in the...