Taylor County · submarket
Taylor County: the builders leave, the bombers stay
Abilene repriced a fifth in a year on a data center workforce that is now leaving. Dyess and the B21 are the floor. We rate Taylor County overvalued.
Texas market research · Houston
San Jacinto Capital is where Old San Jacinto LLC publishes its internal analysis: Texas counties, Texas companies, the macro picture, and the trade that moves through the state. Free to read and provided for the benefit of our readers, with the sources on the page and our positions stated at the top.
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Taylor County: the builders leave, the bombers stay
Abilene repriced a fifth in a year on a data center workforce that is now leaving. Dyess and the B21 are the floor. We rate Taylor County overvalued.
The economy, trade, policy, and anything else that is not one place or one company. These carry no pin.
Twenty seven Texas companies reported. Energy, power, and freight raised guidance. Housing cut it. One state, two economies, and the line between them.
Eight Texas markets scored the same way on income, rent, supply, the 2022 peak, and demand. Four come out overvalued, four fair, and none cheap.
The state set a power demand record in July while shipping record crude and LNG to a world short of both. What is pulling the other way, and how hard.
Taylor County · submarket
Abilene repriced a fifth in a year on a data center workforce that is now leaving. Dyess and the B21 are the floor. We rate Taylor County overvalued.
Texas · macro and trade
Twenty seven Texas companies reported. Energy, power, and freight raised guidance. Housing cut it. One state, two economies, and the line between them.
Cameron County · company
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