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.

The Alhambra View

By |2012-01-31T23:21:23-05:00January 29th, 2012|Markets|

I have had the pleasure of working with my new colleague Patrick Manning helping him reformulate our strategic (passive) portfolios for future clients.  The exchange of ideas with a 40 year Wall Street veteran has been extremely satisfying.  Pat has shared many insights picked up over the years and I have been able to relate to him many of the [...]

A Closer Look

By |2012-01-29T21:04:48-05:00January 29th, 2012|Commodities, Currencies, Markets|

The S&P 500 continues to creep up on no news from Europe and further monetary easing here in the US. While the move up has been nothing to write home about, the markets do find themselves overbought, and sentiment is quite positive, which may signal at least a short term top. The VIX index hit levels not seen since July [...]

Trend Watcher – YTD Performance and Earnings Review

By |2012-01-29T19:54:30-05:00January 29th, 2012|Markets, Stocks|

Joseph Gomez, Sr. Investment Advisor Companies are clearly having a tougher time living up to analyst expectations this season. Currently, only 58 percent of companies have managed to beat estimates. Even though we are in the middle of earnings season, analysts have continued to lower their earnings estimates at a quickening pace. There is a factor of seasonality at play here too. [...]

The Great Recession: Causes, Consequences, and Remedies

By |2012-01-27T16:08:10-05:00January 27th, 2012|Economy, Federal Reserve/Monetary Policy|

Dr. John Chapman put together a wonderful PowerPoint presentation for the Laffer Center for Supply-Side Economics. In it, he describes the current conditions of the US economy and how they deteriorated since the Reagan years. He also discusses the possible solutions, in particular what the best policy mix should be going forward. It is definitely a great read if you want [...]

Fed has “The pedal to the metal”

By |2012-01-25T18:55:57-05:00January 25th, 2012|Markets|

Joseph A. Gomez, Sr. Investment Advisor WASHINGTON — The Federal Reserve said on Wednesday that it was likely to raise interest rates at the end of 2014, but not until then, adding another 18 months to the expected duration of its most basic and longest-running response to the financial crisis. As I pointed out in last week's post, Ben Bernanke will do [...]

Apple’s earnings were “breathtaking”…

By |2012-01-24T19:22:07-05:00January 24th, 2012|Stocks|

Posted by Joseph Gomez Notes of interest from Apple's Q1 2012 conference call By AppleInsider Staff  Published: 05:00 PM EST (02:00 PM PST) Apple on Tuesday posted a massive holiday quarter with record sales of more than 37 million iPhones, 13.5 million iPads and 5.2 million Macs. Following the news, Apple executives participated in a conference call with analysts and the press, and notes [...]

Trend Watcher – 2012 Expectations

By |2012-01-22T20:17:47-05:00January 22nd, 2012|Markets, Real Estate, Stocks|

Joseph A. Gomez, Sr. Investment Advisor  Will 2012 be a repeat of "Sell in May and Go Away"? Collectively, strategists are expecting the S&P 500 to finish 2012 at 1,350, which would be a gain of over 7%. HSBC has a year-end 2012 price target of 1,190 (down 5+%). Goldman Sachs is expecting the S&P 500 to finish the year at [...]

A Closer Look

By |2012-01-22T20:19:13-05:00January 21st, 2012|Commodities, Currencies, Markets|

Another solid yet unspectacular week for the markets. While no one seems to be participating, the S&P 500 bounced off its trendline to reach levels it hasn't seen since July 2011. The index, though, seems poised to correct slightly. The relative strength index is very close to the 70 level, which tends to signal overbought conditions. The index is also [...]

A Closer Look

By |2012-01-16T21:08:56-05:00January 16th, 2012|Currencies, Markets|

This week of trading was once again categorized by low volume and solid technicals. The S&P 500 broke through resistance at the 1290 level and managed to hold the uptrend line, at least temporarily. In the longer-term, the picture is even brighter. The S&P 500 blasted through both the 50-week moving average and its downtrend line. From the looks of [...]

Go to Top