Markets

Weekly Market Pulse: The Great Rotation

By |2024-07-29T11:30:25-04:00July 28th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Real Estate, Stocks|

"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." - Maybe Mark Twain but could be Josh Billings or someone else entirely The Great Rotation from large cap stocks to small cap and value stocks that started a few weeks ago, continued unabated last week. There's a lot [...]

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Weekly Market Pulse: Is That Goldilocks I See?

By |2024-07-22T06:46:08-04:00July 21st, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

There's been a pretty remarkable turnaround in markets over the last 10 days. At the end of June, market returns were dominated by large cap growth stocks. The Russell 1000 growth index was up 20.5% while the value index was up a mere 6.5%, a spread rarely seen over such a short period of time. The Russell 2000 index of [...]

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