Market Research

2Feb, 2025

Weekly Market Pulse: I Don’t Know

By Joseph Y. Calhoun III|2025-02-02T22:57:48-05:00February 2nd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

By the time you read this, markets around the world will be reacting to the Trump administration's imposition of tariffs on Canada and Mexico and additional tariffs on China. I don't know what exactly that [...]

Question Time: DeepSeek & DARP Update
Question Time: DeepSeek & DARP Update

31Jan, 2025

Question Time: DeepSeek & DARP Update

By Bob Williams|2025-01-31T13:20:37-05:00January 31st, 2025|Alhambra Research, Economy, Markets|

30Jan, 2025

Question Time: Zero Days to Expiration Options

By Bob Williams|2025-02-02T12:05:46-05:00January 30th, 2025|Alhambra Research, Economy, Markets|

Question Time: Abandon the 60/40 Stocks & Bonds
Question Time: Abandon the 60/40 Stocks & Bonds

30Jan, 2025

Question Time: Abandon the 60/40 Stocks & Bonds

By Bob Williams|2025-01-30T07:24:42-05:00January 30th, 2025|Alhambra Research, Economy, Markets|

Question Time: Record Concentration Risk in Stocks
Question Time: Record Concentration Risk in Stocks

28Jan, 2025

Question Time: Record Concentration Risk in Stocks

By Bob Williams|2025-01-28T14:34:11-05:00January 28th, 2025|Alhambra Research, Economy, Markets|

Question Time: US Dollar Hugely Overpriced
Question Time: US Dollar Hugely Overpriced

27Jan, 2025

Question Time: US Dollar Hugely Overpriced

By Bob Williams|2025-01-27T13:56:01-05:00January 27th, 2025|Alhambra Research, Economy, Markets|

Weekly Market Pulse: Is The Honeymoon Over Already?
Weekly Market Pulse: Is The Honeymoon Over Already?

26Jan, 2025

Weekly Market Pulse: Is The Honeymoon Over Already?

By Joseph Y. Calhoun III|2025-01-27T06:28:09-05:00January 26th, 2025|Markets|

President Trump's first week on the job was a good one for markets. The S&P 500 was up 1.75%, with tech stocks taking the lead as the President welcomed a group of leading technology CEOs [...]

Question Time: DeepSeek & DARP Update

Question Time: DeepSeek & DARP Update

Question Time: Zero Days to Expiration Options

Question Time: Abandon the 60/40 Stocks & Bonds

Question Time: Abandon the 60/40 Stocks & Bonds

Question Time: Record Concentration Risk in Stocks

Question Time: Record Concentration Risk in Stocks

Question Time: US Dollar Hugely Overpriced

Question Time: US Dollar Hugely Overpriced

Weekly Market Pulse: Is The Honeymoon Over Already?

Weekly Market Pulse: Is The Honeymoon Over Already?

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