Alhambra Research

Weekly Market Pulse: Uncoventional Wisdom

By |2024-08-19T07:37:11-04:00August 19th, 2024|Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Real Estate, Stocks|

Conventional wisdom: US growth stocks continue to dominate the US stock market. Growth stocks have outperformed value stocks for a long time and the last year of AI driven gains shows that isn't changing. US stocks have outperformed the rest of the world and that isn't going to change because we have the best companies. The dollar is strong and [...]

Weekly Market Pulse: What? I Can’t Hear You For All The Noise!

By |2024-08-12T07:11:16-04:00August 11th, 2024|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

I can calculate the movements of the heavenly bodies but not the madness of people. - Sir Isaac Newton, upon losing a fortune on South Sea Company stock Newton's Laws of Motion An object at rest remains at rest, and an object in motion remains in motion at constant speed and in a straight line unless acted on by an [...]

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