Commodities

Eurodollar University’s Making Sense; Episode 32; Part 1: Oh, Now They’re Interested

By Jeffrey P. Snider|2020-10-26T15:16:26-04:00October 26th, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Short Round. Artwork by Dr. Henry Walton "David Parkins" Jones, Jr. ———WHY——— 32.1 Our Monetary Authorities Have No Authority on MoneyHow many years behind are regulators, from [...]

Eurodollar University’s Making Sense; Episode 31; Part 3: For The Love of Everything, Pay Attention To Japan

By Jeffrey P. Snider|2020-10-23T18:03:26-04:00October 23rd, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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, confused and conflicted. Artwork by David Parkins. ———WHY——— 31.3 Bank of Japan as Monetary Policy Recce / Recon squadThe Bank of [...]

The Unit Root of the Missing Monetary Monomial

By Jeffrey P. Snider|2020-10-21T21:06:55-04:00October 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

Milton Friedman first proposed his “plucking model” of the economy back in 1964. In doing so, he said that any economy is sort of mean reverting, in that any setback it might experience, a recession or some such, is merely a temporary deviation from the prior established trend. In his own words (NBER, 44th Annual Report): Consider an elastic string [...]

Eurodollar University’s Making Sense; Episode 31; Part 2: Show Me The Money, I’ll Show You The Inflation

By Jeffrey P. Snider|2020-10-21T16:46:54-04:00October 21st, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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, confused and conflicted. Artwork by David Parkins. ———WHY——— 31.2 A Faux-Central Bank relies on Inflation ExpectationsReal central banks manage money supply. Fake [...]

Yep, There’s A New ‘V’ In Town And The Locals…Don’t Seem To Much Care For It

By Jeffrey P. Snider|2020-10-21T16:54:10-04:00October 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

They should be drooling over the prospects of a clearing path toward normality. The pain and disaster of 2020’s economic hole receding into a more pleasant 2021 which would have been in position to conceivably pay it all back before any long run damage. Getting back to just even with February instead is becoming a distant probability, the kind of [...]

Eurodollar University’s Making Sense; Episode 31; Part 1: Extremely Relevant Certainty About ‘Highly Uncertain’

By Jeffrey P. Snider|2020-10-19T16:33:45-04:00October 19th, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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, falling out of balance, splitting his differential and tipping the h— over. Artwork by David Parkins. ———WHY——— 31.1 Fed is Only a Bank [...]

Tactical Update – October (VIDEO)

By Bob Williams|2020-10-19T11:17:59-04:00October 19th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Eurodollar University’s Making Sense; Episode 30; Part 3: Always Backward by Always Looking Backwack

By Jeffrey P. Snider|2020-10-16T15:24:45-04:00October 16th, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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 (is that a ponytail?). Artwork by David Parkins. ———WHY——— 30.3 Fed's Inflation Targets Unmet, their Credibility ShotThe Federal Reserve has been fighting [...]

Eurodollar University’s Making Sense; Episode 30; Part 2: Do “V’s” Like QE’s Get Do-overs?

By Jeffrey P. Snider|2020-10-14T15:26:59-04:00October 14th, 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 Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK 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 (is that a ponytail?). Artwork by David Parkins. ———WHY——— 30.2 QE2 Syndrome: Repeating a Failed Policy, but Bigger!The SECOND round of stimulus [...]

Tactical Update: Uncertainty Abounds

By Joseph Y. Calhoun III|2020-10-13T13:22:44-04:00October 13th, 2020|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

This seems an opportune time to review the difference between Strategy and Tactics. Strategy and tactics are how we achieve our goals and objectives. In our specific case, the goals and objectives are financial in nature. Strategy is the path we will take to get from where we are today to where we want to be tomorrow; it is the [...]

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