If you’ve been following the headlines, you already know tariffs aren’t just some abstract number on an economic report. They’re real costs, hitting real people — and in this...
By Daniel Kaufman | August 8, 2025Tim Cook didn’t just walk into the White House with a golden statue — he walked in with a $100 billion insurance policy.This week, Apple...
By Daniel KaufmanIf you’ve been watching the bond market, inflation prints, or the slow grind in housing absorption, you’ve probably felt it in your gut: something’s off.Wall...
You probably already know how closely real estate markets track Fed policy. So when President Trump’s advisors began pressing him to install a temporary Federal Reserve governor...
by Daniel Kaufman | Kaufman DevelopmentAfter another month of data, it’s clear the apartment market is settling into a summer holding pattern.Yes, rent growth has...
By Daniel KaufmanSubscribe to my SubstackLast Friday, something snapped.President Trump fired Erika McEntarfer, the head of the Bureau of Labor Statistics, after a weak jobs...
August 2025 | By Daniel KaufmanThere’s a growing drumbeat on Wall Street—and it’s not bullish.Morgan Stanley, Deutsche Bank, and Evercore are all waving red flags. They’re...
By Daniel KaufmanAugust 4, 2025There’s a quiet force reshaping the U.S. economy right now—and it’s not coming from Wall Street or Silicon Valley. It’s happening on factory floors...
Good morning. If you thought the trade war talk was just political theater, this week’s market turbulence is your wake-up call.Donald Trump is back in the White House, and so are...