Economy

Weekly Market Pulse: Questions For The New Year
Weekly Market Pulse: Questions For The New Year

Weekly Market Pulse: Questions For The New Year

By Joseph Y. Calhoun III|2024-12-02T06:36:07-05:00December 1st, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

As is my usual practice, this will be my last commentary for the year barring big news (and most "news" isn't, especially that of the market variety). While I won't be writing for the next month, that doesn't mean I won't be working. I use the month of December to catch up on my research reading (books and academic papers) [...]

Question Time: Making Sense of Crypto
Question Time: Making Sense of Crypto

Question Time: Making Sense of Crypto

By Bob Williams|2024-11-26T14:09:20-05:00November 26th, 2024|Alhambra Research, Economy, Markets|

Question Time: Speculative Mania in Markets
Question Time: Speculative Mania in Markets

Question Time: Speculative Mania in Markets

By Bob Williams|2024-11-26T07:54:15-05:00November 26th, 2024|Alhambra Research, Economy, Markets|

Question Time: Dollar Breaks Out
Question Time: Dollar Breaks Out

Question Time: Dollar Breaks Out

By Bob Williams|2024-11-22T14:36:55-05:00November 22nd, 2024|Alhambra Research, Economy, Markets|

Question Time: Manufacturing Resurgence
Question Time: Manufacturing Resurgence

Question Time: Manufacturing Resurgence

By Bob Williams|2024-11-22T07:50:48-05:00November 22nd, 2024|Alhambra Research, Economy, Markets|

Question Time: Rising Dollar Blows Bubbles
Question Time: Rising Dollar Blows Bubbles

Question Time: Rising Dollar Blows Bubbles

By Bob Williams|2024-11-20T15:03:42-05:00November 20th, 2024|Alhambra Research, Economy, Markets|

Question Time: Shiller PE Signals Danger
Question Time: Shiller PE Signals Danger

Question Time: Shiller PE Signals Danger

By Bob Williams|2024-11-19T14:44:16-05:00November 19th, 2024|Alhambra Research, Economy, Markets|

Question Time: Economics Not Politics Driving Markets
Question Time: Economics Not Politics Driving Markets

Question Time: Economics Not Politics Driving Markets

By Bob Williams|2024-11-18T14:34:10-05:00November 18th, 2024|Alhambra Research, Economy, Markets|

Weekly Market Pulse: What Trump Bump?

By Joseph Y. Calhoun III|2024-11-18T08:47:18-05:00November 17th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

I don't spend a lot of time trying to predict the future, mostly because, as I pointed out just last week, I'm not very good at it. There's no shame in that and it doesn't impair my ability to invest; the gift of prophecy is not necessary. A couple of weeks ago, right before the election I speculated on what [...]