What I'm Reading Boxed Out: Supply chain woes are playing to the strengths of large retailers like Walmart, Amazon and Target who buy in massive scale, and therefore negotiating leverage with manufacturers and 3rd party logistics providers. This is in stark contrast to mom and pop retailers who are struggling...
April 12th – The Great Invasion
What I'm Reading Invasion of the Nerds: Residents of Silicon Valley set their sights on Austin, Texas during the pandemic, making the city even more tech centric. The migration is also exporting Bay Area problems to Austin, resulting in a housing shortage that is threatening to price locals out, soaring...
March 22nd – Wanna Get Away?
What I'm Reading Wanna Get Away? Demand for second homes increased far more than for primary homes between January 2020 and January 2021, according to a Redfin analysis of mortgage application data from Optimal Blue, a real estate analytics firm. If ever there were an indication of K-shaped recovery, this...