Alhambra Research

Weekly Market Pulse: Questions

By |2024-10-14T05:59:41-04:00October 14th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

As we enter the final quarter of 2024, there are a lot of questions facing investors. There are, of course, always a lot of questions because investors are always dealing with the future, but today's environment does seems to have more than usual. Some of these questions concern short-term considerations and while they are important, it is more important to [...]

Weekly Market Pulse: The Impact of AI

By |2024-10-07T07:25:28-04:00October 6th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

There has been a lot of talk over the last few months about the US economy slowing but there is scant evidence of it in the economic data. The latest lack of evidence came last Friday with the release of the September employment report which was quite a bit better than expected. The establishment survey showed the economy added 254k [...]

Hurricane Helene Relief Part 2

By |2024-10-04T11:32:08-04:00October 3rd, 2024|Newsletter|

I wanted to update my previous post to add some groups helping with Hurricane Helene relief. I've highlighted some animal charities at the top; thanks Barbara for reminding me that the animals are stressed too. Please donate if you can. We will be posting more on the relief efforts over the coming weeks. I went through many hurricanes as a [...]

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