Why this is different
Most macro is written from a screen.
This is written from a job site.
I've spent the last 16 years managing $800M+ of public infrastructure across the New York metro from bridges, to tunnels, to transit, and heavy civil. The work is mostly about understanding constraints, tracking conditions as they change, and figuring out how problems roll downhill.
None of this is theorized from a Bloomberg Terminal or a peer reviewed study. I'm reporting from inside the supply chains, schedules, and costs that decide where the money actually lands.
From the field
