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.
In my last post I dispelled the notion of technological unemployment - despite all the hype, it simply can't be the case that automation is reducing the need for human labor because if it were then we would see a negative correlation between wage growth and GDP growth. In fact, [...]
Certainly you've heard the news by now: inequality is rising, the middle class is being hollowed out, wages are stagnant, fueling populist backlashes from both the right and left around the world, giving rise to our current moment of rising political partisanship and falling social trust. And in the background [...]
In my last post, I wrote about how as of this year, the US Social Security system is bleeding cash and policymakers will soon be forced to make tough decisions about the future of the program. The long-term financial woes of Social Security are of course well known, and last [...]
People often ask me why the market, or some segment of it, has been acting the way it has been recently. My go-to response is usually something along the lines of "Well, the market is a chaotic system made up of the decisions of billions of people around the world, [...]
Investing is a numbers game. With a well diversified portfolio, you make a lot of little bets and on any given day some of them are winners and some of them are losers. In good times more of your bets are up than down, and in bad times at least [...]
