Latest Insights on DF
New Money Hitting Real Estate
September 9, 2016 Real Estate
Previously 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. Prepare for Brain-Dead Corporate Tax Reform
August 29, 2016 Taxes
“Pass-through” companies — LLCs, partnerships, S corporations, etc. — comprise 95% of all U.S. businesses, and they’re about to be smacked with brain-dead corporate tax reform. Oil’s Second Chance
August 3, 2016 Oil
There's a reason oil is called black gold. And in spite of worries of a bear market, there's a second chance to invest in oil ... and be well rewarded. Back to the Housing Bubble
July 27, 2016 Real Estate
Ultralow interest rates, if kept around long enough, are going to result in distortions in capital markets ... and you need look no further than the housing market for proof. Negative Rates: We’re Gonna Need a Bigger Vault
July 19, 2016 U.S. Economy
Negative rates are a financial horror show. They’re already a reality in Japan and the EU. But some banks are beginning to balk at the idea by vaulting hard currency and gold.