Ingo Winzer

2 months ago | forbes.com | Ingo Winzer

During the past year, the US healthcare sector has been the one bright spot in the US economy. While the number of all other jobs increased just 1 percent in 2024 (and jobs in business services - usually one of the strongest sectors - didn’t increase at all), the number of jobs in healthcare grew 4 percent. It now provides one in every ten jobs.

Nov 6, 2024 | forbes.com | Ingo Winzer

The news that gross domestic product grew at a 2.8 percent annual rate in the third quarter might quell fears that high interest rates have crippled the economy. But a closer look at the numbers paints a less certain scenario. Healthcare spending has been a persistently high contributor to recent growth, and now accounts for 17 percent of GDP. And defense spending in the third quarter was at the highest level in years.

Apr 9, 2024 | shorturl.at | Ingo Winzer

When will home prices realign with income levels? Since 2021, home prices are sharply higher in every market across the country—so much higher that they’ll have to come back down. Home prices can be out of line with local incomes for a while, as they are right now, but not for long. During the last 50 years, they’ve always come back in line with income levels. But when exactly will that happen? And which markets are at greatest risk?

Sep 28, 2023 | forbes.com | Ingo Winzer

If I knew how, I'd short the real estate market. Right now. Because it's pretty clear that home prices across the country will be falling for years. The last time this happened, after home prices peaked in 2007, some investors made a killing by shorting the stocks of mortgage companies, Wall Street firms, Fannie Mae and Freddie Mac, and the big banks.

May 24, 2023 | forbes.com | Ingo Winzer