Category: Economy

Periodically, Aspen Funds will publish a new economic forecast report focused on macro-economic trends. Aspen Co-Founder and CFO, Bob Fraser, has written economic newsletters for many years, and is a well-respected authority, having helped thousands navigate through the changing economic cycles. He has an impressive track record forecasting trends related to real estate, currencies, commodities […]

Note: We have a more recent economic forecast for 2021 that can be found here. Happy New Year! Hopefully, you’ve been enjoying the past articles on the economy and stock market valuations as we head in 2020, and have found some insights valuable. This will be the fourth article in our 5-part series. If you […]

Note: We have a more recent economic forecast for 2021 that can be found here. In the last two sections of our economic analysis, we covered several of the key fundamental drivers of the economy and the direction of these “tides.” If you missed either of the last two articles, you can read them here:  2020 […]

Note: We have a more recent economic forecast for 2021 that can be found here. Last week we shared Part 1 of our analysis of the current state of the U.S. Economy. We covered our approach to understanding economic “tides”, U.S. Employment and Household Income, and Consumer & Business Sentiment. If you missed last week’s analysis, you […]

Recently, we have been frequently asked by investors about our perspective on the economy as we head into 2020. Are we heading into a recession? When will this happen? Will it be as bad as 2008? Obviously, this is something on the forefront of investor’s minds. But, it’s also hard to give a succinct answer. […]