Markets

Weekly Market Pulse: Tune Out The Noise

By |2025-02-24T07:28:06-05:00February 23rd, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

Okay, I confess. It was my fault. I decided to take a couple of days off. I took my eye off the ball and the stock market fell a quick 2% while I was relaxing, eating too much, and seeing some great art in the Holy City, Charleston, SC. I promise it won't happen again, at least until my wife [...]

Weekly Market Pulse: Odd Happenings

By |2025-02-18T05:34:31-05:00February 17th, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

Since the beginning of the year, gold is up nearly 12% while the S&P 500 is only up a little over 4%, an outcome that is feeding a lot of narratives about it's cause. There have been rumors about the Federal Reserve or the US Treasury buying gold because the US is preparing to devalue the dollar or maybe issue [...]

Weekly Market Pulse: Here We Go Again

By |2025-02-10T08:38:17-05:00February 9th, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

The stock market was having a good week until just around 10 am last Friday. Stocks rallied during the week as earnings reports were pretty good - with exceptions as always - and the economic news wasn't bad either. On earnings specifically, Q4 '24 is shaping up as the best quarter in the last three years with earnings so far [...]

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