Weekly Market Pulse: No One Said This Was Easy

By |2022-06-13T13:37:04-04:00June 12th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks, Taxes/Fiscal Policy|

Be fearful when others are greedy and greedy when others are fearful. Warren Buffett People are always asking me where's the outlook good, but that's the wrong question. The right question is: Where is the outlook the most miserable? Sir John Templeton, The Principle of Maximum Pessimism I don't know if we're at the point of maximum pessimism yet but [...]

Weekly Market Pulse: Discounting The Future

By |2021-12-06T07:43:14-05:00December 5th, 2021|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

The economic news recently has been better than expected and in most cases just pretty darn good. That isn't true on a global basis, as Europe continues to experience a pretty sluggish recovery from COVID. And China is busy shooting itself in the foot as Xi pursues the re-Maoing of Chinese society, damn the economic costs. But here in the [...]

2022 401(k) and IRA Contribution Limits

By |2021-11-11T11:44:34-05:00November 11th, 2021|Financial Planning, Retirement, Taxes/Fiscal Policy|

The maximum contribution limits to tax-deferred savings accounts have been set for 2022. You can put more into employer-sponsored plans, but not individual accounts. IRA contribution limits, whether Traditional or Roth, will remain the same as it has been since 2019. You can contribute $6,000 and if you are age 50 or higher, you can make a $1,000 catch-up contribution. [...]

Weekly Market Pulse: Inflation Scare!

By |2021-10-25T07:02:26-04:00October 24th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

The S&P 500 and Dow Jones Industrial stock averages made new all-time highs last week as bonds sold off, the 10-year Treasury note yield briefly breaking above 1.7% before a pretty good-sized rally Friday brought the yield back to 1.65%. And thus we're right back where we were at the end of March when the 10-year yield hit its high [...]

Weekly Market Pulse: Perception vs Reality

By |2021-10-18T07:46:11-04:00October 17th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

It was the best of times, it was the worst of times... Charles Dickens, A Tale of Two Cities   Some see the cup as half empty. Some see the cup as half full. I see the cup as too large. George Carlin   The quote from Dickens above is one that just about everyone knows even if they don't [...]

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