Marcelo Perez, Author at Alhambra Investments

About Marcelo Perez

Marcelo is the Head of Operations at Alhambra Investments, a fee-only Investment Advisory firm doing business since 2006. Alhambra Investments specializes in all-weather, highly diversified, multiple asset class portfolios. Give us a call today at 1-888-777-0970 or via email at [email protected] and we’d be happy to arrange for one of our investment professionals to discuss your situation with you – completely complimentary. Let’s start the conversation today.

Question Time: Weekly Recap & DARP Update (VIDEO)

By Marcelo Perez|2024-06-28T14:16:29-04:00June 28th, 2024|Alhambra Research, Economy, Financial Planning, Markets|

Question Time: Deficits Put Dollar at Risk (VIDEO)

By Marcelo Perez|2024-06-25T13:16:12-04:00June 25th, 2024|Alhambra Research, Economy, Markets|

Market Morsels: Mortgage Spread

By Marcelo Perez|2024-01-22T08:59:29-05:00January 22nd, 2024|Alhambra Research, Bonds, Economy, Markets, Real Estate|

The spread between the 10 year and the 30 year mortgage is starting to normalize. If this continues and mortgage rates keep coming down, housing could turn soon and start adding to GDP:

Market Morsels: Crude Oil

By Marcelo Perez|2024-01-22T08:57:54-05:00January 22nd, 2024|Alhambra Research, Commodities, Economy, Markets|

Crude oil futures have returned to backwardation after a couple of months of contango. Near-term demand improved relative to supply. https://www.cmegroup.com/markets/energy/crude-oil/light-sweet-crude.quotes.html#venue=globex The crude oil chart looks like it is setting up for a rally:

Is the S&P 500 Still Uninvestable? (VIDEO)

By Marcelo Perez|2023-12-03T19:54:41-05:00December 3rd, 2023|Alhambra Research, Markets, Stocks|

Alhambra CEO Joe Calhoun explains why Alhambra still isn't invested in the S&P 500.

SPECIAL REPORT: Debt, Deficit, & Interest Expense (VIDEO)

By Marcelo Perez|2023-11-17T10:23:47-05:00November 17th, 2023|Alhambra Research, Economy, Federal Reserve/Monetary Policy, Markets, Special Reports, Taxes/Fiscal Policy|

Alhambra CEO Joe Calhoun discusses investor fear over debt, deficit, and interest expense.

COVID & The Economy (VIDEO)

By Marcelo Perez|2023-11-10T12:54:33-05:00November 10th, 2023|Economy, Markets|

Alhambra CEO Joe Calhoun details the effect Covid had on the U.S. Economy.

Holding REITs in Today’s Environment (VIDEO)

By Marcelo Perez|2023-11-03T10:38:44-04:00November 3rd, 2023|Markets, Real Estate|

Alhambra CEO Joe Calhoun explains why Alhambra has REITs in its portfolios, even in this high-interest rate environment.

SPECIAL REPORT: Is The Economy Growing Too Fast? (VIDEO)

By Marcelo Perez|2023-10-27T13:55:35-04:00October 27th, 2023|Alhambra Research, Economy, Federal Reserve/Monetary Policy, Special Reports|

SPECIAL REPORT: Is The Stock Market Overvalued?
SPECIAL REPORT: Is The Stock Market Overvalued?

SPECIAL REPORT: Is The Stock Market Overvalued?

By Marcelo Perez|2023-10-13T09:20:35-04:00October 13th, 2023|Alhambra Research, Markets, Special Reports, Stocks|

Alhambra CEO Joe Calhoun discusses stock market valuation, whether the market is overvalued or undervalued, and how Alhambra Investments arrives at that conclusion.

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About Marcelo Perez

SPECIAL REPORT: Is The Stock Market Overvalued?

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