Commodities

Eurodollar University’s Making Sense; Episode 22, Part 1: Ben Bernanke Isn’t Dumb

By |2020-08-17T16:33:58-04:00August 17th, 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, trying to punch out of the box. Artwork by David Parkins, the thinking man's Auguste Rodin.   ———HOW——— Central bankers are [...]

Eurodollar University’s Making Sense; Episode 21, Part 3: Actually Looking in the $$ Toolkit Because Someday There’ll Be A Real One

By |2020-08-14T15:30:19-04:00August 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 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.  Artwork by David Parkins, operating with palette knives, color charts, painting palettes, tube wringers and paint rollers.     ———-HOW———- New PMI scores for [...]

Eurodollar University’s Making Sense; Episode 21, Part 1: Actually Looking in the $$ Toolkit Because It’s Too Calm Over At China’s Central Bank

By |2020-08-10T13:06:01-04:00August 10th, 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.  Artwork by David Parkins, operating with palette knives, color charts, painting palettes, tube wringers and paint rollers. ' ----------HOW---------- China's ForEx Reserves are Calm... Too Calm China, [...]

Was Aristotle An Idiot? Welcome Back August 9, The Answer To That Question The Key To The Next Golden Age

By |2020-08-07T19:44:59-04:00August 7th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

Unlucky number thirteen. Sunday marks the thirteenth anniversary of the day in which everything changed. It hasn’t yet dawned on history because the history of this age hasn’t yet been written. It’s been scribbled down in notes and anecdotes, of course, as we’ve moved slowly along the X axis further toward the right. Yet it’s the Y axis where together [...]

Eurodollar University’s Making Sense; Episode 20, Part 3: The Dollar Pitch They Can’t See

By |2020-08-07T12:27:36-04:00August 7th, 2020|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 by David Parkins, the [...]

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 [...]

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 [...]

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 [...]

A Tactical Update: Whither Goest The Dollar

By |2020-07-27T16:17:46-04:00July 27th, 2020|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 [...]

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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