Latest Insights on LIM
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.
Worse Than the Great Recession? September 2, 2016 U.S. Economy As 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.
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.
The Market’s Breaking Point August 23, 2016 U.S. Economy Price discovery. Never heard the term? Remember it, because it explains the logic defying melt-up the market is going through right now.
The Need for Yield in a Recession: What Does That Mean for Us? August 5, 2016 U.S. Economy The U.S. economy limped along in the second quarter solely on consumer strength. Will that strength return for the third quarter and avoid a recession? Don’t hold your breath.MEET OUR EXPERTS
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