jsnider

About Jeffrey P. Snider

Give us a call at 1-888-777-0970 or via email at info@alhambrapartners.com to discuss how his unique approach informs our investment decisions. We'd be happy to discuss our investment strategies and provide a complimentary portfolio review. Jeff is the Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system. His research is unique and informative in ways an economist would never consider.

Eurodollar University’s Making Sense; Episode 32; Part 3: Deja ‘V’, CNY Goes Hollow (Is It 2017 Again?)

By |2020-10-30T15:21:31-04:00October 30th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, worth 100 kuài. Artwork by David Parkins, captain of the good ship HMS Lolipop.    ———WHY——— 32.3 Is the recent gain in the CNY an engineered feint? The [...]

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Roaring GDP, So What’s That In The I

By |2020-10-29T20:15:43-04:00October 29th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

US GDP both nominal and real came roaring back in Q3. Posting its largest single quarter gain ever, and it’s not even close, the domestic economy appears to have surmounted the COVID obstacles as well as others imposed by Q1’s GFC2. These estimates are the most gigantic yet. By the numbers, real GDP was $18.6 trillion (SAAR) during Q3, up [...]

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Eurodollar University’s Making Sense; Episode 32; Part 2: Plucking Out By The (Unit) Root

By |2020-10-28T19:11:29-04:00October 28th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Short Round. Artwork by Dr. Henry Walton “David Parkins” Jones, Jr.   ———WHY——— 32.2 Self-Reinforcing Delusion of Econometric ModelsThe world is complex.  Too complex to model.  Assumptions must [...]

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What’s Going On, And Why Late August?

By |2020-10-28T19:06:31-04:00October 28th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

This isn’t about COVID. It’s been building since the end of August, a shift in mood, perception, and reality that began turning things several months before even then. With markets fickle yet again, a lot today, what’s going on here?What you’ll hear or have already heard is something about Europe and more lockdowns, fears about a second wave of the [...]

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Three From Xi (bonus 4th for CNY)

By |2020-10-28T16:35:01-04:00October 28th, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Physical cash vs. bank reserves. Quality growth vs. quantity. Xi Jinping vs. everyone not onboard with Xi Jinping. All three contests are actually very simple and straightforward – once you let go of the strong economy, money printing Federal Reserve nonsense. As to the last of the trio, Emperor Xi has been awfully keen this year to redo government flags.Communists [...]

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It Shouldn’t Be Anything Like This

By |2020-10-27T19:59:05-04:00October 27th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

You pick up a newspaper (metaphorically, hardly anyone does this literally anymore) and you’d be left with the impression the year is 1979 again. Forget 2017; that was child’s play, more like 1968 in the mainstream imagination. October 2020 is going to mark the beginning of the biggest one in decades. Any day now.Inflation, of course. The Fed, the media [...]

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Quarrel With Quarles Over Too Little, Not Too Many

By |2020-10-27T17:14:09-04:00October 27th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It wasn’t the first time the ground had already been eroding underneath his feet. Randall Quarles took at turn at the Treasury Department during the Bush Administration, rising to Undersecretary for Domestic Finance during the most maniacal part of the eurodollar-fueled housing bubble. Not surprisingly, among the last things he did there was tell the public how great everything was [...]

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A True Horror Tale

By |2020-10-26T17:23:35-04:00October 26th, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The “maestro” was neither the monster’s creator nor its handler, but he did preside over much of what followed the standard horror story template. Alan Greenspan said the words “proliferation of products” in June of 2000, now more than two decades ago. But the proliferation vexing him and monetary policymakers at the dawn of the 21st century had actually begun [...]

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Eurodollar University’s Making Sense; Episode 32; Part 1: Oh, *Now* They’re Interested

By |2020-10-26T15:16:26-04:00October 26th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Short Round. Artwork by Dr. Henry Walton "David Parkins" Jones, Jr.   ———WHY——— 32.1 Our Monetary Authorities Have No Authority on MoneyHow many years behind are regulators, from [...]

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Eurodollar University’s Making Sense; Episode 31; Part 3: For The Love of Everything, Pay Attention To Japan

By |2020-10-23T18:03:26-04:00October 23rd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr   ———WHO———   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, confused and conflicted. Artwork by David Parkins.    ———WHY——— 31.3 Bank of Japan as Monetary Policy Recce / Recon squadThe Bank of [...]

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