Jeff Rosenthal is Co-CEO of ProjectNext Leadership, a consulting firm focused on developing leaders and successors for high impact roles.

It’s a name most people haven’t heard of, but one that resonates over the last almost century of housing policy, Catherine Bauer Wurster. When she wrote Modern Housing in 1934 she was Catherine Bauer, not yet married to San Francisco residential architect William Wurster. Bauer’s life before her book is fascinating enough for a post all by itself. She circulated with the famous and semi-famous writers and thinkers in salons in post-World War I Europe. What she took from those experiences certainly shaped the book and her contributions to the first major federal housing legislation that passed congress in 1937, The Housing Act of 1937 (the Act) or the Wagner–Steagall Act. To understand America’s obsession with and preference for “public” solutions to housing it’s important to start with Bauer, the legislation, and her role in it.

Rafael Umann is the CEO of Azion.

Carlos M. Meléndez is the COO and cofounder of Wovenware, a Maxar Company, offering AI and software development services.

Kasada CTO, stopping bot attacks that others can’t stop with novel mitigation techniques that beat cybercriminals at their own game.

Our theme of Capex Cycle Stocks – which includes heavy equipment makers, electrical systems suppliers, automation solutions providers, and semiconductor fabrication equipment players – has gained about 5% year-to-date, compared to the S&P 500 which remains up by 4% over the same period. Capital spending by U.S. companies remained very strong over 2022, driven by low-interest rates, a focus on boosting capacity, and moving production back to the U.S. following the supply chain snarls of the Covid-19 re-opening. Automation and productivity improvements have also been a key theme for manufacturers, given surging labor costs. Overall, companies within the S&P 500 are estimated to have grown their capital expenditures by 19.8% in 2022. [1]