Category: Economics
2023 So Far: Growth Strikes Back, Macro Mysteries, and Why AI is Overblown
Summary: Stocks rallied in the first half of 2023, led by growth stocks, especially tech stocks, especially AI stocks. While the US economy has performed better...
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RHS Financial: What We Offer
What can a comprehensive fiduciary wealth management firm do for you? Are you curious about what we, at RHS Financial, can do for you? This...
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How Attractive are Markets this Year After one of the Worst Starts on Record?
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,...
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Singularity or Stagnation? Economic Growth in the 21st Century
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...
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Quantquake: 2020 and the Revenge Against the Nerds
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...
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Does Reality Even Matter Anymore? Part 2, Tech Bubble Redux
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...
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Does Reality Even Matter Anymore? Stock Market vs. Reality.
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...
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The COVID-19 Bear Market: Observations and Opportunities
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...
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The Fossil Fuel Industry Will Probably Collapse This Decade
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...
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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...
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