Latest Insights on THO
New Money Hitting Real Estate
September 9, 2016 Real EstatePreviously lumped in with financials, REITs will soon have their own sector on the S&P 500. And the added liquidity should open the floodgates for new cash to flow into real estate.
Infrastructure Spending and America’s Ailing Power Grid
September 8, 2016 StocksClinton and Trump have promised massive infrastructure spending. While bridges and roads are the center of attention, rolling blackouts indicate that the power grid could use some work too.
The Leading Edge of the Dollar Hurricane
September 7, 2016 CurrencyU.S. exports are down nearly $64 billion so far this year, and yet the Fed is flirting with raising interest rates. Can you imagine the economic storm if the dollar gets any stronger?
Worse Than the Great Recession?
September 2, 2016 U.S. EconomyAs another earnings season comes to an end, one thing immediately jumps out: Stock prices are out of whack from their core value — earnings. And the implications are dire.