Markets

Weekly Market Pulse: No Tariffs Required

By |2025-03-03T07:36:41-05:00March 3rd, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

The meeting between President Trump and Volodymyr Zelenski last Friday dominated the news over the weekend but for investors the more important news came before that historic (or not) diplomatic faux pas (whose faux pas?). I am not an expert on the nuances of diplomacy (except to say there didn't appear to be much of it going on in that [...]

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 [...]

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