Commodities

Eurodollar University’s Making Sense; Episode 99, Part 2: Their Get Out of Deflation Free Card

By |2021-09-16T19:57:56-04:00September 16th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

99.2 LABOR SHORTAGE! A Fed 'Get out of Jail Free' card ———Ep 99.2 Summary———Labor shortages are normal, at the microscale, from time to time, in this or that industry. Yet since 2008, establishment economists use "labor shortage" as an excuse to: A) support a misleadingly low unemployment rate and, B) explain away the participation problem. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ [...]

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Eurodollar University’s Making Sense; Episode 99, Part 1: What’s Really Killing The Economy’s Potential?

By |2021-09-15T20:00:07-04:00September 15th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

99.1 What's Killing Labor Force Participation in the USA?  ———Ep 99.1 Summary———'Maybe the economy isn't in as good a condition as you economists / academics / technocrats think it is,' says the labor force participation rate. 'The economy is in fantastic shape,' says the unemployment rate. Which one is correct? ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It——— Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr ———Ep 99.1 [...]

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Weekly Market Pulse: I Have Questions

By |2021-09-13T01:05:29-04:00September 13th, 2021|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

The wise man is one who knows what he does not know. - Lao Tzu or Socrates or neither   It ain't what you don't know that gets you in trouble. It's what you know for sure that just ain't so. - Mark Twain or Josh Billings or Artemus Ward or none of the above   Stocks are at all-time [...]

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Eurodollar University’s Making Sense; Episode 98, Part 3: Lightning Round

By |2021-09-10T20:04:49-04:00September 10th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

98.3 Lightning Round: AUD CNY Au/Ag RRP ECB NG1 BoE and QE! ———Ep 98.3 Summary———Lightning round review of the: Australian dollar, Chinese yuan, gold-silver ratio, Federal Reserve's reverse repo program, European Central Bank's symmetric inflation target and natural gas. Also, the House of Lords questions the Bank of England's use of QE. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It——— Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr [...]

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The Non-Charitable economics of (Not) Inflation

By |2021-09-10T17:10:32-04:00September 10th, 2021|Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Are giant French freightliners really so generous? Big companies can be known for their philanthropy, of course, but such efforts aren’t usually folded into their own business activities. Generally speaking, the beneficiaries of corporate charity tend to be strangers. If determined giving is actually being applied within the narrower confines of the corporation, that’s not altruïsm but economics (small “e”). [...]

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Eurodollar University’s Making Sense; Episode 98, Part 2: Wisdom of Crowds

By |2021-09-09T19:57:50-04:00September 9th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

98.2 NBC News Poll Shows Economic Wisdom of the Crowds ———Ep 98.2 Summary———A long-standing NBC News Survey shows John & Jane Q. Public perceive the economy's condition BETTER than economists who anchor to the unemployment rate. Since 2005, US citizens have sensed each global dollar squeeze. They may be noticing another one, right now. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear [...]

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What *Was* It That Changed Around May?

By |2021-09-09T19:54:23-04:00September 9th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The inflation hysteria striking the US just hasn’t caught on elsewhere. China is a perfect example of resisting the strain. According to new figures from the Chinese government, consumer price inflation had retreated again during August 2021. The year-over-year change for their CPI was just 0.8%. This was the lowest since March, the fourth straight month of decelerating price changes.China’s [...]

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Eurodollar University’s Making Sense; Episode 98, Part 1: LABOR SHORTAGE!!!!

By |2021-09-08T19:51:46-04:00September 8th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

98.1 America's Labor Shortage (doesn't exist?)  ———Ep 98.1 Summary———A lousy labor market report for August is being blamed on a "labor shortage". Also, 'lazy Americans' and 'the delta'. But the real problem is that businesses will not pay a market-clearing wage to hire the workers they need. Why not? Because the economy is lousy. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear [...]

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The Eurodollar’s Nose

By |2021-09-08T19:47:16-04:00September 8th, 2021|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

What an intriguingly odd month September 2017 turned out to be. To start with, Reflation #3 only seemed to be gaining strength. The full throat behind Inflation Hysteria #1 was still ahead, as was its related personage the BOND ROUT!!!! And yet, early in that late summer month a sudden eruption; actually several. On September 5, T-bills. A day later [...]

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Weekly Market Pulse: Windshield Investing

By |2021-09-07T07:01:12-04:00September 6th, 2021|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

The economic slowdown we've been writing about for months officially arrived last Friday in the form of a particularly weak employment report. The number of new jobs created last month - or at least the WAG the BLS makes at such things on a monthly basis - was a mere 235,000 or roughly a cool half-million less than expected by [...]

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