Alhambra Research

Weekly Market Pulse: Election Anxiety

By |2024-11-04T07:18:41-05:00November 4th, 2024|Alhambra Research, Economy, Markets, Newsletter, Stocks|

The election this week appears to be a tossup, the outcome dependent on how a few swing states vote. The polls, whether national or focused on a single state, show totals for each candidate mostly within the margin of error. Betting markets have been showing a more definitive leader, with all of them putting higher odds on former president Trump. [...]

Weekly Market Pulse: Rose Colored Glasses?

By |2024-10-28T09:16:31-04:00October 28th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

But how do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contractions... - Alan Greenspan, The Challenge of Central Banking in a Democratic Society, at the Annual Dinner and Francis Boyer Lecture of The American Enterprise Institute for Public Policy Research, Washington, D.C., December 5, 1996 Are investors too optimistic? [...]

Investment Pillars: Geopolitical Risk Monitoring – Week in Review

By |2024-10-27T17:04:58-04:00October 27th, 2024|Alhambra Research|

Here's a summary of last week's global geopolitical events that inform us on regional happenings that are pertinent for investing. We read a lot, but must thank our strategic partners who curate so much information and provide a deeper context. We're always watching. Our partners have been vetted for expertise and independence. Links to their sites are at the end [...]

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