Economic activity drives the underlying thesis of how markets perform. Economics not only helps us predict what may happen but help us understand what has happened.
This forward-thinking principal based in economic theory helps us draft our investment strategy.
These blogs will help you better understand how we invest at RHS Financial and what we think will happen going forward.
As you no doubt have heard, the US and world economy is in a tough place right now. Unprecedented government stimulus from the COVID crisis, lingering supply chain disruptions, and the war in Ukraine have all contributed to an inflation rate rising to the highest levels we've seen in decades. [...]
Economic growth has been kind of weird lately. We've just lived through the greatest economic crash followed by the strongest recovery on record. US Real GDP QoQ data by YCharts But this temporary blip, caused obviously by the coronavirus pandemic, speaks to the wide range of possibilities under serious consideration [...]
2020, the most fascinating and boring year of my life, is over, and despite one of the most violent market crashes in history and the sharpest recession of all time, US equity investors clocked in another good year on the calendar. The S&P 500 index finished the year up 18.4%; [...]
The US economy is down, but the US stock market is up, and now valuations are at about the all-time highs we last saw in the dot-com bubble. In my post last week we looked at this in detail and went over why stock prices in the long run have [...]
On July 30th, the US released the worst statistics on economic growth in its history. In the 2nd quarter of this year, US Gross Domestic Product fell at an annualized rate of 32.9% as the nation and the world went into lockdown in response to the coronavirus pandemic. This marks [...]
