Real Estate

Weekly Market Pulse: A Most Unusual Economy

By |2022-07-11T06:35:09-04:00July 10th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

The employment report released last Friday was better than expected but the response by bulls and bears alike was exactly as expected. Both found things in the report to support their preconceived notions about the state of the economy. I do think the bulls had the better case on this particular report but there have been plenty of others recently [...]

Weekly Market Pulse: Things That Need To Happen

By |2022-07-04T18:11:29-04:00July 4th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Perspective: per·​spec·​tive | \ pər-ˈspek-tiv b: the capacity to view things in their true relations or relative importance Merriam-Webster Perspective is something that comes with age I think. Certainly, as I've gotten older, my perspective on things has changed considerably. As we age, we tend to see things from a longer-term view. Things that seemed so important at the time, years ago, turned out [...]

Weekly Market Pulse: Expand Your Horizons

By |2022-06-27T07:53:49-04:00June 26th, 2022|Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Late last year I wrote a weekly update that focused on the speculative nature of the markets. In that article, I focused on the S&P 500 because I wanted to make a point, namely that owning the S&P 500 did not absolve investment advisers of their fiduciary duty. If you intentionally make the S&P 500 - or any other index [...]

Market Pulse: Mid-Year Update

By |2022-06-20T19:27:59-04:00June 20th, 2022|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Note: This update is longer than usual but I felt a comprehensive review was necessary. The Federal Reserve panicked last week and spooked investors into the worst week for stocks since the onset of COVID in March 2020. The S&P 500 is now firmly in bear market territory but that is a fraction of the pain in stocks and other [...]

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