Latest Insights on BASE
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. The Leading Edge of the Dollar Hurricane
September 7, 2016 Currency
U.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. 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.Wall Street Is Destroying the Economic Recovery
August 31, 2016 U.S. Economy
Despite the Fed’s blather, America’s chemistry is off. An ingredient necessary for a vibrant economy is missing. One look at the data will show you exactly what’s missing and why. The Global Economy: Drunk on Debt
August 30, 2016 Global Economy
The European economy is supposed to be wracked by doubt and anxiety over Brexit, negative interest rates and terror attacks. So why are markets rising? Government spending, and lots of it.