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 wrote about how the financial industry, led in particular by asset manager BlackRock, may begin putting pressure on the private sector to reduce carbon emissions and otherwise adopt more environmentally friendly practices, for entirely self-interested, profit-motivated reasons. Since then, I've been thinking a lot about [...]
The S&P 500 finished the year up 11.96% for 2016, marking the eighth straight year in a row the US stock market has posted a gain in what is now the 2nd longest bull market in history. And if this keeps up through March it will become the number one [...]
Last Tuesday, 18.9% of Americans made their voices heard and elected Donald Trump as 45th president of the United States.[1] What immediately preceded and followed the surprise turnout was perhaps one of the strangest handful of days in market history. The Nonpartisan Market? I have had to eat my words in [...]
As we move into Fall, I wanted to take a little time to reflect on what has happened in 2016. It is truly hard to believe that it is almost October already and Fall is right around the corner. It has been a dynamic year so far in so many [...]
Not that long ago, most economists would have probably argued that it's impossible for a bond or other interest-paying asset to sell at a negative yield. After all, why on earth would you lend somebody money with the explicit understanding that they will give you back less than you started with? [...]
