While the big news has dominated our landscape over the last few weeks or so, there’s been a lot of other nuggets and news I wanted to get to… so here goes….
-- The latest Dodge Momentum Index was up again. It is now at its highest point in 14 years. While that is exciting it is also a bit of a mirage. There are still some dry pockets out there now and in various backlogs so it once again has me questioning these indexes. I’ll take the positivity- you know me, I live for it, but the reality is surely singing a slightly different tune.
-- By the way, the next Architectural Billings Index is this coming Wednesday. No way it’s above water. No way. But we will see….
-- The latest Gilbane supply report was released and I laughed out loud (Or LOL in text form) when I saw they noted pricing in the glass industry as “Stabilizing” – yeah I think we are all doing a great job of rolling with haymakers being thrown at us, but “stabilizing” is not the feel I have. Obviously, the report probably covers the time before the latest round of increases hit. In the other 2 tracked categories, we are noted as “contracting” on inventories and “delayed” on shipping which I think is accurate. The only building trade that doesn’t have those two classifications is “Plumbing” where on inventory – they are stable. So obviously the whole chain continues to challenge.
-- If you missed my most recent podcast, please check it out. Two tremendous guys from leading companies in our world. Ben Jayson from Bendheim and Will Pounds from TSI Corporations. Really impressive folks who will be around our space for a long time to come and that gives me great hope for the future of our industry!
AUDIO (Also on Apple, Spotify, Google etc..)
-- Congrats to Jeremy Hoy on his new position at Hartung Glass. Jeremy is a fantastic talent and just a very good dude. Great hire by the Hartung team and this match will be a nice one. Hopefully Jeremy will still be attending the various shows and events, as his positive presence is always welcomed!
-- Also congrats to the fine folks at Country Glass in Texas. They just marked their 38th year in business! Congrats to the great Brian Risinger, Joe Lambertson and the team there. They do things the right way and I really appreciate how they are always there to support the greater good of our industry. Also the best-looking swag in the business…
-- Sad news from my backyard in Michigan. Ed Hickey, a major presence in this market, most recently with his sons at Peterson Glass has passed away. Another market legend moves on and this one gets me as I was a huge fan of Ed, and his sons have always been great friends and supporters of mine. He built a strong and respected company that will carry on his legacy for years to come. My condolences to the Hickey family and all of Ed’s friends and industry mates.
-- Last this week… two items on the lighter side… if you were a music fan in the 90’s – you know Nirvana and the story of Kurt Cobain their lead singer. I was turned on to a documentary on his death and it opened my eyes on if he died the way we were all told. The doc was a bit uneven but still worth the watch if you were a fan- it’s called “Soaked in Bleach” and it’s on Amazon.
Also on Amazon a new series called “The Terminal List” and that is a VERY intense watch. Only a few episodes in but there was a classic mention of a new building having “eco friendly windows” and I laughed because of how generic. Evidently Tom Donovan of Thompson IG (who I believe wrote “Ozark”) did not write this…. But hey glass/window mentions? I am all for it. Also bird-friendly windows were needed in this one but that would screw up a storyline I guess….
LINKS of the WEEK
I knew about the “treehouse” trend- but this offshoot of that I had not seen. Wild!
This would scar me for life. An iguana found in the same toilet. Not once or twice, but three times!
How to prepare for a Nuclear Attack was a public service announcement put out by NYC. No words for this one.
PROJECT of the WEEK
I am fascinated by the Carvana “Car Vending Machine” structures that you see more and more of. Recently I saw a post on LinkedIn from Bob Lentz of Above All Storefronts showing the install of an IG going into one of those setups. Thought it was very cool. Love the look so I wanted to share… Bob if this one is done or you have more info on who else was involved share away- in the meantime congrats to all involved in it. These designs really do show the value of great glass and glazing!
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