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Economics

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.

6 04, 2020

The COVID-19 Bear Market: Observations and Opportunities

By |2020-04-27T17:18:57+00:00April 6th, 2020|Economics|0 Comments

Soooo... I think we can all agree these last few weeks have not been a fun time to be an investor navigating the COVID-19 bear market and a human being living on earth. The novel coronavirus - a word most of us didn't know the meaning of two months ago [...]

12 02, 2020

The Fossil Fuel Industry Will Probably Collapse This Decade

By |2021-01-15T19:36:28+00:00February 12th, 2020|Economics, Investing|0 Comments

It's 2020! We're officially living in the future! And if retro sci-fi stories are any guide, that means abundant, clean, cheap energy for everyone. In 1954 the chairman of the US Atomic Energy Commission declared to great fanfare that the nuclear age would bring with it "electrical energy too cheap [...]

19 08, 2019

Interest Rates Aren’t Actually Very Low Right Now

By |2020-04-27T17:18:57+00:00August 19th, 2019|Economics|Comments Off on Interest Rates Aren’t Actually Very Low Right Now

Last Thursday, the yield on the US 30-year treasury bond fell below 2% for the first time in history, breaking its previous record set in 2016. Predictably, everybody is losing their minds because of this. Bloomberg says that the 30-Year Treasury is Scary, and this is like cats sleeping with [...]

28 01, 2019

Is Economic Growth Speeding Up or Slowing Down?

By |2020-04-27T17:18:57+00:00January 28th, 2019|Economics|Comments Off on Is Economic Growth Speeding Up or Slowing Down?

Despite a rough year on the markets and increasing concern about the effects of an ongoing trade war, 2018 was yet another good year for the US economy, with GDP up an estimated 3.1% for the year. But can the good times keep up or is this just a positive [...]

18 12, 2018

2018 and the Terrible, Horrible, No Good, Very Bad Market

By |2020-04-27T17:18:57+00:00December 18th, 2018|Economics, Investing|Comments Off on 2018 and the Terrible, Horrible, No Good, Very Bad Market

By Colby Davis, CFA I should have known better. After a banner year for markets in 2017, I declared at the start of this year that everything keeps getting better. But fate is a spiteful mistress, who does not abide mere mortals telling her how to behave. And so, as [...]

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