ARTICLES

Author note: As a real estate fund manager myself, this is not just an academic exercise for me like it might be for others. One of the things that both my business partner Jim and I have really tried to design into our funds is timing. For example, if you bought a dot com investment...

In part 1 of the summer 2021 economic update, we covered inflation and whether it’s something to be worried about. Part 2 will cover real estate and where the housing market is headed. Current Real Estate Market Overview Home Prices It likely comes as no surprise that home sales are absolutely booming, hitting the highest...

Billionaire Andrew Carnegie was once quoted saying that “90% of all millionaires become so through owning real estate. More money has been made in real estate than in all industrial investments combined.” I don’t know if that number is true, but it’s undeniable that real estate has been a consistent place for long-term wealth creation....

This article was originally published on Forbes.com. With housing prices having just finished their eighth consecutive year of strong gains, you may be sitting on a good amount of equity in your home. Sitting on that equity can feel great. But is it the smart choice? Or, does it make sense to take advantage of...

The 6th and final part of this series on the economy in 2021 takes a look at Aspen Funds. This part covers the fund strategies, performance throughout 2020 and the COVID crisis, and positioning moving into next year. See below for parts 1-5 of this economic series. https://www.youtube.com/watch?v=jEl3DrmoB9s Aspen RPN Strategy - Income Fund  In...

UPDATE: To see more recent economic forecasts, check out the summer 2021 Housing Market Projections update and the Inflation economic impact update. Part 5 of our series on 2021 economic predictions covers the stock market. Topics include the business valuations in the S&P 500, P/E ratios and subsequent historical and projected earnings, and our predictions...