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Baby Boomer Retirement at Risk

By |2022-03-15T09:15:47-04:00March 15th, 2022|Financial Planning, Retirement|

The seven deadliest words in the English language—We’ve never done it this way before. And that certainly applies to Baby Boomers whose prospects for retirement are different than any preceding generation.   Many Boomers, those born between 1946 and 1964, have made their retirement plans based on their parent's generation. The World War II crowd [...]

Weekly Market Pulse: Where’s That Confounded Boom?

By |2021-06-01T07:01:47-04:00May 31st, 2021|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

The US economy is still stuck in the stall it's been in since early spring. Sometime in mid-March everything just seems to have gone into suspended animation. Interest rates and the copper/gold ratio stopped rising. Real interest rates (TIPS) stopped rising. The US dollar started falling. But nothing has fallen so far as to warrant [...]

We Have Reached The Silly Phase of the Bull Market

By |2020-06-11T08:04:42-04:00June 11th, 2020|Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Have we entered a new bull market? Was the 35% pullback in the S&P 500 in March the fastest bear market in history? Or is this just a continuation of the bull market that started in 2009, interrupted by a rather large correction? Bull markets and bear markets are about behavior, about the human emotions [...]

The Real Boom Potential

By |2019-11-08T16:04:53-05:00November 8th, 2019|Economy, Federal Reserve/Monetary Policy|

For the last five years Larry Summers has called it secular stagnation. It’s the right general idea as far as the result, if totally wrong as to its cause. Alvin Hansen, who first coined the term and thought up the thesis in the thirties, was thoroughly disproved by the fifties. Some, perhaps many Economists today [...]

Labor Shortage America has been Canceled

By |2019-03-06T17:00:33-05:00March 6th, 2019|Markets|

The holiday season was shaping up to be a good one, perhaps a very good one. All the signs seemed to be pointing in that direction, especially if you were a worker. All throughout last year, beginning partway through 2017, there wasn’t a day that went by without some mainstream story “reporting” on America’s labor [...]

No Building Left To Build A Boom

By |2019-03-04T18:26:44-05:00March 4th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

For the last several years, the US recovery following its experience with the global 2015-16 downturn has been lacking in several key dimensions. Reflation #3 in the real economy has reflected the lack of momentum and altitude in the snapback across the eurodollar system. As such, of all the reflation episodes this last one was [...]

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