Independent analysis of data, practice, and policy in single-family housing construction
We’re Certain That Emerson, Lake & Palmer Did Not Anticipate The 2026 Mid-Term Election Or The Grandstanding Of Congress And The President Alike
Read the essay →The Market Challenges For All Home Builders Show In The Numbers
Builders Are Slowing New Home Construction Despite Claims Of A Housing Shortage
EPS For The Nation’s Second Largest Homebuilder Declined Almost 50% Year-Over-Year
New Single-Family Home Sales, Prices, And Starts All Declined Since March, Giving No Help To The “Housing Supply Shortage”
Read the full Data Dig →Usually about policy or economics, but we are not constrained
02Examining data about construction, sales, profitability, but any number can get attention
03Quick thoughts that do not entice us to go long with words
04A wide open site for constructing just about any idea or opinion
One long read every other week, plus Data Digs when numbers drop. Notes when we are compelled to comment quickly. Maybe audio and video from time-to-time.
I started this newsletter because housing affordability is the most consequential issue in the country in a market that dominates the economy.
