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Where the money is going in US politics and why

by Ben Krauss | Jul 22, 2024 | Political Insider, zNewsletter

Presidential campaign donations are subject to diminishing marginal returns Donations are rightly regarded as an important factor in a presidential election. They’re how campaigns hire staff, run get-out-the-vote operations, and, crucially, spend billions of...

Offices haven’t hit bottom, yet

by Moses Sternstein | Jul 8, 2024 | The Analyst, zEditor's pick, zLead Article

Distressed Office sales are the most common saleschecking in on vacancy and absorption ratesthe fabric of American life, forever changed (by longer distance living)not all construction is in the doldrums It’s the slow-moving trainwreck that everyone saw coming,...

The choice is Biden or Harris

by Daniel W. Drezner | Jul 1, 2024 | Political Insider, zNewsletter

Let’s splash some cold water on the non-Trump options for 2024. In the wake of the most catastrophic debate performance I have witnessed in my lifetime, it would be safe to say that Democratic Party elites and the chattering class are freaking the f**k out...

US home prices hit a record high

by Moses Sternstein | Jul 1, 2024 | Residential Investor, zNewsletter

So why are homebuilders so sad? In today’s dispatch: home prices hit an all time highstrangely, no one wants to build new homes, and homebuilders are saddiscounts everywhere, but not in the indexesthe indexes are a little hazy, and that’s ok Last week, you may have...

Making sense of REIT dividend yields

by Hunter | Jun 24, 2024 | The Analyst, zNewsletter

Rising rates, or as Jim Grant says, “Interest rates we can be proud of,” considerably change investment decision calculus. Regardless of whether the subject is equity, fixed income, or private investment opportunities, investments can be evaluated using the...

Offices haven’t hit bottom, yet

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