Latest Insights on BORR
Goodbye Austerity, Hello Big Government Spending August 9, 2016 Government & Politics One of the rare things that Clinton and Trump both agree on is bigger government spending. Austerity is out. Infrastructure spending is in, and you’re going to pay for it.
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.
Peeling Back Political Deficit Illusions July 6, 2016 Government & Politics In politics, we typically think fiscally conservative and tax cuts for Republicans and wasteful spending and tax hikes for Democrats. But are our assumptions true?
Fuel for the Next Bear Market July 1, 2016 U.S. Economy This “most hated” bull market will soon become a hated bear market, and with margin debt rising unchecked, those with overleveraged accounts are going to get wiped out.Could The Subprime Meltdown Happen Again & What Would it Look Like? June 21, 2016 U.S. Economy After an eight-year hiatus, subprime mortgages are back. Now called non-prime to hide their ugly past, these loans are fueling a brand new housing bubble. What could go wrong?
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