San Francisco

“Exposure Density” and the Pandemic

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A week ago, I posted Early Observations on the Pandemic and Population Density, which suggested that the more worrying experience with the COVID-19 virus in the New York City metropolitan area could result from more intense person-to-person contacts:  read more »

Stockton, Fresno and Bakersfield Lead San Francisco Metro in Growth

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In a March 26 article, The New York Times headlined: "Even before coronavirus, America's population was growing at slowest rate since 1919." Experts suggested that, with the coronavirus and falling immigration rates, the country could see a population decline next year.

Lurking behind this overall assessment was even bigger news for Californians. Improbably, the much smaller Stockton, Fresno and Bakersfield metropolitan areas are now growing faster than the San Francisco and Los Angeles metropolitan areas, as well as the San Diego metropolitan area.  read more »

Grass Roots

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A couple of weeks ago I was visiting friends and the conversation turned to the ever more visible dilemmas in the neighborhood. We focused on two specific problems: the continuing expansion of the homeless population, and the record number of vacant storefronts.  read more »

California Democrats Exit Planet Earth

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This past week, in most states, America’s liberal party voted for a doddering, but non-threatening old man, rejecting a strident socialist from Vermont. But second thoughts about socialism appear not to be on the agenda for California’s Democrats, who almost single-handedly kept Bernie Sanders’ anti-capitalist crusade from an untimely implosion.  read more »

Studying the Wrong Cities Will Lead to Repeating Their Mistakes

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The junket factor must be the only logical criteria by which various industry “study tours” overseas are planned. How else to explain how entirely inappropriate the choices are? The list of cities identified for “study” by Australian development and planning industry bodies reads like the pages of a glossy weekend travel magazine: we’ve seen study tours to New York, Los Angeles, San Francisco, Copenhagen, London, Vancouver and (of course) Portland. The purpose? One recent blurb promises it is “to expand our horizons and bring new ideas back to Aussie shores.”  read more »

The Luxury City is Going Bust

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In a year when two boosters of the “luxury city,” Donald Trump and Michael Bloomberg, are vying to run the whole country, the very model that created their “success” is slowly unraveling. After roughly 20 years of big-city progress, measured by economic growth and demographic progress, the dense urban centers, including New York, are again teetering on the brink of decline.  read more »

The Golden Horseshoe

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I’ve been having an ongoing series of conversations with my young friend Gracen up in Toronto about how to make sense of the Canadian real estate market. We see each other a few times a year as we both travel around North America.  read more »

California's Low-wage Jobs Crisis

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Media, the political class and policy wonks have identified the “housing crisis” as California’s existential challenge.

Yet, in reality, more critical may be a “jobs crisis” that is condemning ever more Californians to permanent low-wage purgatory.

Viewed in aggregate, California employment growth in the past decade has outperformed the rest of the country, although the state lags its prime competitors Utah, Florida, Texas, Colorado, Nevada. In more recent years the state has remained ahead of the national average, although clearly losing momentum.  read more »

California Preening: Golden State on Path to High-Tech Feudalism

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“We are the modern equivalent of the ancient city-states of Athens and Sparta. California has the ideas of Athens and the power of Sparta,” declared then-governor Arnold Schwarzenegger in 2007. “Not only can we lead California into the future . . . we can show the nation and the world how to get there.” When a movie star who once played Hercules says so who’s to disagree?  read more »

Afterburn

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Here in California we’ve just received our first rain since last winter after another brutal round of massive forest fires. Our Mediterranean style climate cycles from a long dry hot period to a few short cool wet winter months. October is our most fire prone time of year. It’s hot, the earth is bone dry, the vegetation is brittle, and windstorms stir up fires like a giant hair dryer. Cyclical burns are part of the ecosystem here and are normal and necessary.  read more »