Commodities

Weekly Market Pulse: Expand Your Horizons

By |2022-06-27T07:53:49-04:00June 26th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Late last year I wrote a weekly update that focused on the speculative nature of the markets. In that article, I focused on the S&P 500 because I wanted to make a point, namely that owning the S&P 500 did not absolve investment advisers of their fiduciary duty. If you intentionally make the S&P 500 - or any other index [...]

Market Pulse: Mid-Year Update

By |2022-06-20T19:27:59-04:00June 20th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Note: This update is longer than usual but I felt a comprehensive review was necessary. The Federal Reserve panicked last week and spooked investors into the worst week for stocks since the onset of COVID in March 2020. The S&P 500 is now firmly in bear market territory but that is a fraction of the pain in stocks and other [...]

It’s Not Nothing, It’s Everything (including crypto)

By |2022-06-13T20:07:16-04:00June 13th, 2022|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Markets got aggressive long before the FOMC did. Everything, and I mean everything, has been trending the other way. Jay Powell says inflation risks are most pressing when markets have consistently priced the opposite for a whole lot longer. It’ll be revised history when ultimately the mainstream attempts to write it over the months ahead, many will try to snatch [...]

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: Risk, Uncertainty & Opportunity

By |2022-06-06T09:24:03-04:00June 6th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Markets, Stocks|

Dimon says brace for U.S. economic 'hurricane' due to inflation "It's a hurricane," Dimon told a banking conference, adding that the current situation is unprecedented. "Right now, it's kind of sunny, things are doing fine. Everyone thinks the Fed can handle this. That hurricane is right out there down the road coming our way. We just don't know if it's [...]

Weekly Market Pulse: Is The Bear Market Over?

By |2022-05-30T23:25:02-04:00May 30th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Stocks had a rip snorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. The S&P 500 was down 20.9% from intraday high (4818.62, January 4th) to intraday low (3810.32, May 20th). From that intraday low the market has risen 9.1% in just six trading days. That still [...]

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