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.

Tactical Update

By |2013-08-18T13:43:00-04:00August 18th, 2013|Economy|

The recent weak economic trends have, to date, not equated to stock market weakness. The rise in interest rates is being, reportedly, caused by talks of tapering. Perhaps, but the negative feedback loop that can follow is the concern. As interest rates rise, the cost of funding rises. Short duration debt to fund purchase of longer duration assets becomes problematic in [...]

A Closer Look: World Markets

By |2013-08-18T12:35:32-04:00August 18th, 2013|Markets|

The  S&P 500 Index (IVV) has been on a stellar run this year, gaining just under 20% in a little over 8 months while also reaching new all-time highs in the beginning of August. But there are definite cracks in the foundation, and its beginning to show. After a 2% drop in last week's market action, the market closed below [...]

High Dividend Stocks Insiders Love

By |2013-08-12T11:11:26-04:00August 12th, 2013|Markets|

From our friends at Insider Monkey:   According to economic theory, company insiders should avoid buying stock and in fact should generally tend towards selling shares (and diversifying their wealth) unless they are confident in the company’s prospects. Insider purchases should therefore signal this confidence, and in fact studies generally show a small outperformance effect for stocks bought by insiders [...]

A Closer Look: Market Style

By |2013-08-11T14:22:52-04:00August 11th, 2013|Markets|

The Standard & Poor’s 500 ((IVV)) , a stock market index based on the common stock prices of the biggest 500 publicly traded American companies, has been on a tear since blasting through resistance at the 50-day moving average in the beginning of July. The index recently hit new all-time highs above the 1700 level, and now currently sits atop both [...]

A Closer Look: Market Cap

By |2013-08-04T19:49:37-04:00August 4th, 2013|Markets|

The S&P 500 Cap-Weighted Index ((IVV)) hit new all-time highs this past week, and looks likely to continue doing so this coming week. The index has been on a tear this year, breaking through any and all resistance on its way through the 1700 level. And this despite the fact that the fundamentals are not as strong as a market [...]

5 Stocks Insiders Have Been Crazy About

By |2013-07-29T08:41:39-04:00July 29th, 2013|Markets|

From our friends at INSIDER MONKEY:   Despite a relatively flat week for the U.S.’s major indices, a number of corporate insiders have shown faith in their companies’ common stock. While most of our in-depth analysis focuses on hedge funds, studies also show that stocks bought by insiders slightly outperform the overall market. Our explanation for this finding is that [...]

A Closer Look: Commodities

By |2013-07-28T20:54:23-04:00July 28th, 2013|Markets|

The GSCI Commodity Index ((GSG)) consists primarily of Energy (71%), but also contains Agriculture (14%), Industrial Metals (7%), Livestock (4%), and Precious Metals (4%). After breaking out to the upside in January, the index quickly reversed course and broke down technically, moving below both its 50-day and 200-day moving averages. But since April it was been working on building a [...]

The Best 100 Financial Blogs

By |2013-07-22T12:34:35-04:00July 22nd, 2013|Markets|

Great news! The editors at Insider Monkey have decided to include us in their rankings for the Top 100 Finance Blogs. With over 6,000 dedicated financial commentary websites in existence, we came in at a respectable 46th place, ahead of such financial titans as CNBC and Bespoke Financial Group. Thank you to all our readers (and authors!) who've made this [...]

A Closer Look: World Markets

By |2013-07-22T00:24:11-04:00July 22nd, 2013|Markets|

The  S&P 500 Index (IVV) has been on a stellar run this year, gaining over 20% in a little over 7 months and also reaching new all-time highs this last week. The Latin American market ((ILF)), lagging technically since mid-May, is in the process of forming a bottom at the 34 level. Since the beginning of the year, the index [...]

Hedge Funds Are Buying Up These 5 Stocks

By |2013-07-17T17:40:42-04:00July 17th, 2013|Markets|

From our friends at Insider Monkey:   Hedge funds have cast a wide net this past week; here's what you might've missed. After a hedge fund or other major investor acquires at least 5% of the outstanding shares of a public company or makes significant changes to that position, they file a 13D or 13G with the SEC. While these [...]

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