Markets

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? [...]

Weekly Market Pulse: Stability Is Good

By |2024-10-21T07:35:17-04:00October 20th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate|

This week's update will be confined to the observations in the labeled sections below. My wife and I have been in NYC since the middle of last week to explore some previously unknown family relationships courtesy of 23andMe. It has been an exciting week for our previously small family. My wife is - was - an only child - adopted [...]

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