What I'm Reading Not So Fast: The Biden Administration's $3.5 trillion budget proposal is in limbo after West Virginia Senator Joe Manchin came out strongly against it in a Wall Street Journal OpEd, raising inflationary concerns. Wall Street Journal Speed Bump: The US construction industry's recovery from the lows of...
May 10th – Leading Indicator
What I'm Reading Out Ahead: Zumper's National Rent Report last week showed some improvements in most, but not all of the expensive coastal cities that were hit especially hard by COVID. IMO, the big news was in some of the raw search data that wasn't in the report but rather...