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Marcelo Perez

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 info@alhambrapartners.com 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.

Weekly Market Pulse: The Broadening

By |2023-07-24T08:34:11-04:00July 24th, 2023|Bonds, Commodities, Economy, Markets, Real Estate, Stocks|

*This week's Market Pulse will be a short one, as Joe is on a well-deserved weekend getaway.  This market rally from the lows of October 2022 continues to surprise and impress. It started off as a very narrow rally where a few big tech names were pushing the S&P 500 higher, but there is much more participation now. This stock [...]

SPECIAL REPORT: Follow The Money Series – The Times They Are A-Changin’

By |2023-07-18T07:42:33-04:00July 18th, 2023|Alhambra Research, Economy, Markets, Special Reports|

The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame? Joe Calhoun connects the dots in the 7th issue of Follow the Money, [...]

SPECIAL REPORT: Follow The Money Series – The Times They Are A-Changin’

By |2023-07-11T10:39:32-04:00July 11th, 2023|Alhambra Research, Economy, Markets, Special Reports|

The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame? Joe Calhoun connects the dots in the 7th issue of Follow the Money, [...]

Weekly Market Pulse: Happy Holidays

By |2022-12-19T08:57:42-05:00December 19th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

We received a host of economics reports this past week; some good, others not so much. The week started with the Consumer Price Index report coming in better than expected at an increase of just 0.1% from the previous month (7.1% from a year ago), compared with respective estimates of 0.3% and 7.3%. This is great news (and the market [...]

Weekly Market Pulse: Envy

By |2022-12-12T07:39:32-05:00December 12th, 2022|Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Legendary investor and Berkshire Hathaway vice-chair Charles Munger recently stated: "The world is not driven by greed. It’s driven by envy." I think this perfectly encapsulates our current investing era. In a day and age where social media has replaced not only traditional news media but human interaction, where influencers and gamers are top career aspirations for the nation’s youth, [...]

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