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.
State Street recently published a survey of the return expectations and strategies being used by institutional investors around the world (h/t Flirting with Models). The respondents were a sample of over 400 money managers representing pension funds, insurance companies, foundations, endowments, and other major pools of institutional wealth. Though the [...]
This week, I'm going to be taking a little summer vacation and go camping. As a result, our trading activity over the next several days is likely to be lower than usual. And of course I'm not the only one; this summer other financial advisors, broker-dealers, hedge fund managers, and [...]
Value investing, the strategy of buying stocks whose market values are low relative to their profits or book value or other accounting metrics, has a long history of success. Since 1926, the cheapest 30% of stocks as measured by the price to book ratio have outperformed the most expensive 30% [...]
OCTOBER: This is one of the peculiarly dangerous months to speculate in stocks in. The others are July, January, September, April, November, May, March, June, December, August, and February. - Mark Twain The above quote reminds us that there is inherent risk in investing and in exchange for that risk, [...]
