Commodities

Eurodollar University’s Making Sense; Episode 20, Part 2: The Dollar Pitch They Can’t Meet

By |2020-08-05T15:59:18-04:00August 5th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———-WHERE———- AlhambraTube: https://bit.ly/2Xp3roy   Apple: https://apple.co/3czMcWN   iHeart: https://ihr.fm/31jq7cI   Castro: https://bit.ly/30DMYza   TuneIn: http://tun.in/pjT2Z   Google: https://bit.ly/3e2Z48M   Spotify: https://spoti.fi/3arP8mY   Castbox: https://bit.ly/3fJR5xQ   Breaker: https://bit.ly/2CpHAFO   Podbean: https://bit.ly/3enSAkr   Stitcher: https://bit.ly/2C1M1GB   Overcast: https://bit.ly/2YyDsLa   PocketCast: https://pca.st/encarkdt   PodcastAddict: https://bit.ly/2V39Xjr     ———-WHO———-   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for [...]

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Eurodollar University’s Making Sense; Episode 20, Part 1: The Dollar Pitch They Can’t Hit

By |2020-08-03T17:23:33-04:00August 3rd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE----------   AlhambraTube: https://bit.ly/2Xp3roy   Apple: https://apple.co/3czMcWN   iHeart: https://ihr.fm/31jq7cI   Castro: https://bit.ly/30DMYza   TuneIn: http://tun.in/pjT2Z   Google: https://bit.ly/3e2Z48M   Spotify: https://spoti.fi/3arP8mY   Castbox: https://bit.ly/3fJR5xQ   Breaker: https://bit.ly/2CpHAFO   Podbean: https://bit.ly/3enSAkr   Stitcher: https://bit.ly/2C1M1GB   Overcast: https://bit.ly/2YyDsLa   PocketCast: https://pca.st/encarkdt   PodcastAddict: https://bit.ly/2V39Xjr     ----------WHO----------   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, hidden in right field. Artwork [...]

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Eurodollar University’s Making Sense; Episode 19, Part 2: Gold, Dollars, and Bonds, Oh Crap

By |2020-07-29T19:25:23-04:00July 29th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE---------- AlhambraTube: https://youtu.be/QjYJSF28W5QApple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ----------WHO---------- Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, slowing it way down à la Major Marquis Warren.  Artwork by David Parkins, descendant of Arthur Eld ancient King of All-World.   Podcast intro and [...]

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A Tactical Update: Whither Goest The Dollar

By |2020-07-27T16:17:46-04:00July 27th, 2020|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Our Fortress strategic asset allocation includes 5 distinct asset classes: The Fortress allocation has historically produced better risk-adjusted returns than the traditional 60% stocks/40% bonds allocation. The bond allocation is varied to adjust the risk of the portfolio. A Fortress allocation with 20% bonds has produced a higher return with lower standard deviation (volatility) than the 60/40 portfolio. In a [...]

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Eurodollar University’s Making Sense; Episode 19, Part 1: Gold, Dollars, and Bonds, Oh My

By |2020-07-27T15:06:23-04:00July 27th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE---------- AlhambraTube: https://youtu.be/QjYJSF28W5QApple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr     ----------WHO---------- Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, slowing it way down à la Major Marquis Warren.  Artwork by David Parkins, descendant of Arthur Eld ancient King of All-World.   Podcast intro and outro [...]

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Eurodollar University’s Making Sense; Episode 18, Part 3: The Emptied Bucket

By |2020-07-24T14:45:24-04:00July 24th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

AlhambraTube: https://youtu.be/QjYJSF28W5Q   Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr     Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Head of Obscure Movie References. Artwork by David Parkins.[Emil’s Summary] We implicitly assume monetization of debt by central banks is inflationary. But inflation depends on the [...]

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Eurodollar University’s Making Sense; Episode 18, Part 2: The Emptier Bucket

By |2020-07-22T19:27:38-04:00July 22nd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

AlhambraTube: https://youtu.be/G2H1tjTm1mA   Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr     Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Head of Obscure Movie References. Artwork by David Parkins.[Emil’s Summary] We implicitly assume monetization of debt by central banks is inflationary. But inflation depends on the [...]

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Exposing The Golden Lie

By |2020-07-21T17:01:59-04:00July 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

To hear it told nowadays, you’d think that gold’s amazing run began when Jay Powell started cranking out bank reserves. Those telling the story equate those bank reserves to effective money printing, so it conforms to the conventional myth about gold’s relationship to the money supply (whatever that is). Throw in a federal government, every federal government, recklessly borrowing and [...]

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Eurodollar University’s Making Sense; Episode 18, Part 1: The Empty Bucket

By |2020-07-20T15:58:51-04:00July 20th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

AlhambraTube: https://youtu.be/SmC9RPgOngk   Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Head of Obscure Movie References.  Artwork by David Parkins. [Emil's Summary] We implicitly assume monetization of debt by central banks is inflationary. But inflation depends on the [...]

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Sign of the Times: Gold Has Its Most Vocal Proponents Helping Sell Jay Powell’s Fiction

By |2020-07-10T19:02:28-04:00July 10th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Gold at $1800 an ounce has a lot of people you wouldn’t expect lining up in Jay Powell’s camp. What else could it be, right? Bullion is an inflation hedge, that’s what everyone says. Therefore, quite obviously, skyrocketing gold must indicate the dollar destruction gold aficionados are always predicting. Unbeknownst to them, and likely to agitate the hell out of [...]

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