Too Hot to Handle: What’s Ahead for the U.S. Housing Market?

Prices are so high that some buyers are backing off, but demand remains strong and will outstrip housing supply for the foreseeable future. There are inherent risks associated with real estate investments and the real estate industry, each of which could have an adverse effect on the financial performance and value of a real estate […]

Infrastructure Legislation Advances, But Still Has a Ways to Go

Despite taking some important steps to advance, the legislation still has a ways to go and will have to overcome more hurdles. Two large infrastructure bills have taken important steps to advance in Congress. Here’s where they stand: On August 10, 2021, the Senate passed a $1.2 trillion bipartisan infrastructure bill, to be named the […]

Taper Tantrum Part Deux?

How are you doing? Are you making plans for fall or taking a step back to reassess? Can you hit reply and let me know? There’s a lot to weigh right now, so I’m curious to hear your thoughts. One big thing you may have heard about in the headlines is the Federal Reserve’s hint […]

U.S. Census 2020 Results: Takeaways

IMPORTANT DISCLOSURES Dightman Capital does not provide tax or legal recommendations. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be […]

Antitrust Crackdown Aims To Increase Competition

The executive order targets industries in which heavy market concentration is believed to be driving up prices. In July, the president issued an executive order intended to “combat excessive consolidation of industry, abuses of market power, and the harmful effects of monopoly.” More than a dozen federal agencies were directed to begin working on 72 […]

New Global Tax Accord Takes Shape

The proposed 15% global minimum corporate tax rate is intended to discourage multinational companies from setting up their operations in foreign countries with the lowest tax rates. After more than four years of international negotiations taking place mostly behind the scenes, 132 countries — representing more than 90% of worldwide gross domestic product (GDP) and […]

Should You Be Concerned About Inflation?

The next few months may indicate whether inflation is slowing down or changes in monetary policy are necessary. If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, […]

Infrastructure & Taxes

Are you tired of hearing about taxes? Me too. But here we are. Let’s dive in. So, we’ve got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That’s a lot of expensive legislation on the table. What’s going to happen next? The Democrats and Republicans seem pretty […]

Forecasting Surprises

What happens when the predictions are wrong?Is it time to panic?Is it time to ditch our strategy?It’s a fascinating question because it cuts right down to the question of what it means to live in an uncertain world.Humans are wired to dislike uncertainty.1And we’re used to a fair amount of (often unwarranted) certainty in the […]

Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains

Some supply constraints may ease in the coming months, but other problems could take longer to resolve. U.S. consumers won’t soon forget the troubling shortages of personal protective equipment during the early days of the pandemic, or when the first stay-at-home orders spurred panic buying and stress-inducing shortages of toilet paper, cleaning products, and food. […]