Markets

Is China Investable? China in the 21st Century

By |2023-08-31T09:55:41-04:00August 31st, 2023|Markets|

Unchanged this century. Value or no? Certainly a topic for discussion. Disclaimer: This information is presented for informational purposes only and does not constitute an offer to sell, or the solicitation of an offer to buy any investment products. None of the information herein constitutes an investment recommendation, investment advice or an investment outlook. The opinions and conclusions contained in [...]

Weekly Market Pulse: The Fault Is Not In R-Star

By |2023-08-28T07:54:21-04:00August 27th, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Why, man, he doth bestride the narrow world Like a Colossus, and we petty men Walk under his huge legs and peep about To find ourselves dishonorable graves. Men at some time are masters of their fates. The fault, dear Brutus, is not in our stars, But in ourselves, that we are underlings. Julius Caesar, Act I, Scene II The [...]

Retirees Want to “See Clearly Now”

By |2023-08-21T12:31:49-04:00August 21st, 2023|Markets|

Getting Vision Insurance If you’re a retiree or approaching retirement you probably remember Johnny Nash singing   I can see clearly now the rain is gone I can see all obstacles in my way. Gone are the dark clouds that had me blind. It's gonna be a bright, bright, sunshiny day. And that’s exactly what today’s retirees want. It’s just [...]

Weekly Market Pulse: Is The Correction Over?

By |2023-08-21T07:43:46-04:00August 21st, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Stocks are now down from their late July peak by about 5%. It has been a very orderly pullback with most of the major averages shaving off about the same amount. The exceptions are the NASDAQ, which peaked a little earlier than the S&P, and REITs, both down about 7.5%. The NASDAQ is more volatile than the S&P so it [...]

Inflation is Changing the Way People Cook

By |2023-08-14T10:25:42-04:00August 14th, 2023|Markets|

In the last two-and-a-half years inflation has become a four-letter word. For the 40 years before that, inflation had been relatively benign and for a huge percentage of the American public, inflation was something they’d heard about but never really experienced.   Today, everyone has seen the effects—the price of gas is almost double, eating out requires a small loan, [...]

Weekly Market Pulse: A Positive Feedback Loop?

By |2023-08-14T08:40:34-04:00August 14th, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

The 10 year Treasury yield has been in an uptrend since the summer of 2021 which is obvious to anyone who can see. It has stalled a couple of times and moved sideways - consolidated in Wall Street technical speak - but the trend is obvious (see below). It seems only a matter of time before we break above the [...]

Is Parting Such Sweet Sorrow?

By |2023-08-07T10:26:04-04:00August 7th, 2023|Markets|

In the last three years, changes in the U.S. employment market have been more rapid than bullets from a machine gun. And just when we thought things were settling down, now the newest, latest trend in employment has emerged. As with all its predecessors, this change is about employee attitude and is driven primarily by Gen Z and Millennials.   [...]

Weekly Market Pulse: Expect The Unexpected

By |2023-08-07T08:02:19-04:00August 7th, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

The stock market was down a little over 2% last week in what may be the start of a larger correction. Or not. Technically it is easy to make a case for a little more downside to the 50-day moving average, a total pullback of about 5%, and then a resumption of the uptrend. That's what happens in bull markets. [...]

Designate a Trusted Contact

By |2023-08-01T08:09:30-04:00August 1st, 2023|Markets|

As a kid, I loved watching the Lone Ranger on television. He was the protector of those who couldn’t protect themselves. He stood between good people and the bad guys who wanted to steal their land or their money. The Lone Ranger would defend others when they couldn’t defend themselves.   Today, we’re much more sophisticated than the Old West, [...]

Weekly Market Pulse: Soft Landing?

By |2023-07-31T08:45:04-04:00July 31st, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

You've probably heard the phrase "soft landing" a lot lately. It has, over the last couple of months, become the new economic consensus. The economy continues to perform better than expected despite the Fed raising interest rates steadily - and fairly rapidly - over the last year. The most recent hike was just this past week and put the Fed [...]

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