Markets

Weekly Market Pulse: A Tale of Two Economies

By |2022-08-08T07:17:43-04:00August 7th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

How odd is this economy? Two economic reports from last week, attempting to measure essentially the same thing, reported results that were so different they could be about two different countries. At 9:45 Wednesday morning, S&P Global reported their US Services PMI for July as 47.3 versus June's 52.7, a sudden and large one-month drop. When they reported the preliminary [...]

Weekly Market Pulse: Opposite George

By |2022-08-01T07:52:19-04:00July 31st, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

It all became very clear to me sitting out there today, that every decision I've ever made, in my entire life, has been wrong. My life is the complete opposite of everything I want it to be. Every instinct I have, in every aspect of life, be it something to wear, something to eat... It's all been wrong. Every one. [...]

Weekly Market Commentary: Counterintuitive

By |2022-07-25T07:34:18-04:00July 24th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Where there is no hope it is incumbent on us to invent it. Albert Camus The economic data released last week was almost uniformly bad. We started the week with the NAHB Housing Index, a measure of builder sentiment, which fell from 67 to 55, much less than expected. Next up was more news on the housing market with starts [...]

Ask Bob: Is Maxing Out Your 401k A Good Investment Decision?

By |2022-07-18T13:35:50-04:00July 18th, 2022|Markets|

Since the beginning of 401(k) plans in 1978, people have considered it to be the quintessential retirement plan—you get to save money before taxes and in most cases, the company puts money into your account, too. What could be better than that? But now, 44 years later, it’s time to take a broader look at 401(k)s that considers taxes on [...]

Weekly Market Pulse: There Is No Certainty In Investing

By |2022-07-18T07:52:41-04:00July 17th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Investors crave certainty. They want to know that there are definitive signals for them to follow as they adjust their investments to fit the current market and economy. They want to know that A leads to B leads to C. Tea leaf readers are always in high demand on Wall Street and they continue to find employment despite their almost [...]

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