Market Research2024-06-04T12:48:39-04:00
29Jun, 2025

Weekly Market Pulse: Uncertainty Rules Everything Around Me

By |June 29th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

If, at the beginning of the year, anyone had predicted what actually happened in the first half of 2025, they would have been ridiculed and dismissed as delusional. If you were told that... Between January [...]

22Jun, 2025

Weekly Market Pulse: The Turkey Leg

By |June 22nd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Note: I wrote most of this commentary prior to the US strike on Iran and I decided to go ahead with it anyway. I don't know any more than you do about what is going [...]

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