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Eurodollar University’s Making Sense; Episode 19, Part 2: Gold, Dollars, and Bonds, Oh Crap
Eurodollar University’s Making Sense; Episode 19, Part 2: Gold, Dollars, and Bonds, Oh Crap

Eurodollar University’s Making Sense; Episode 19, Part 2: Gold, Dollars, and Bonds, Oh Crap

By Jeffrey P. Snider|2020-07-29T19:25:23-04:00July 29th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE---------- AlhambraTube: https://youtu.be/QjYJSF28W5QApple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr ----------WHO---------- Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, slowing it way down à la Major Marquis Warren. Artwork by David Parkins, descendant of Arthur Eld ancient King of All-World. Podcast intro and [...]

A Tactical Update: Whither Goest The Dollar
A Tactical Update: Whither Goest The Dollar

A Tactical Update: Whither Goest The Dollar

By Joseph Y. Calhoun III|2020-07-27T16:17:46-04:00July 27th, 2020|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Our Fortress strategic asset allocation includes 5 distinct asset classes: The Fortress allocation has historically produced better risk-adjusted returns than the traditional 60% stocks/40% bonds allocation. The bond allocation is varied to adjust the risk of the portfolio. A Fortress allocation with 20% bonds has produced a higher return with lower standard deviation (volatility) than the 60/40 portfolio. In a [...]

Eurodollar University’s Making Sense; Episode 19, Part 1: Gold, Dollars, and Bonds, Oh My
Eurodollar University’s Making Sense; Episode 19, Part 1: Gold, Dollars, and Bonds, Oh My

Eurodollar University’s Making Sense; Episode 19, Part 1: Gold, Dollars, and Bonds, Oh My

By Jeffrey P. Snider|2020-07-27T15:06:23-04:00July 27th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

----------WHERE---------- AlhambraTube: https://youtu.be/QjYJSF28W5QApple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr ----------WHO---------- Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, slowing it way down à la Major Marquis Warren. Artwork by David Parkins, descendant of Arthur Eld ancient King of All-World. Podcast intro and outro [...]

Eurodollar University’s Making Sense; Episode 18, Part 3: The Emptied Bucket
Eurodollar University’s Making Sense; Episode 18, Part 3: The Emptied Bucket

Eurodollar University’s Making Sense; Episode 18, Part 3: The Emptied Bucket

By Jeffrey P. Snider|2020-07-24T14:45:24-04:00July 24th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

AlhambraTube: https://youtu.be/QjYJSF28W5Q Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Head of Obscure Movie References. Artwork by David Parkins.[Emil’s Summary] We implicitly assume monetization of debt by central banks is inflationary. But inflation depends on the [...]

Eurodollar University’s Making Sense; Episode 18, Part 2: The Emptier Bucket
Eurodollar University’s Making Sense; Episode 18, Part 2: The Emptier Bucket

Eurodollar University’s Making Sense; Episode 18, Part 2: The Emptier Bucket

By Jeffrey P. Snider|2020-07-22T19:27:38-04:00July 22nd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

AlhambraTube: https://youtu.be/G2H1tjTm1mA Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Head of Obscure Movie References. Artwork by David Parkins.[Emil’s Summary] We implicitly assume monetization of debt by central banks is inflationary. But inflation depends on the [...]

Eurodollar University’s Making Sense; Episode 18, Part 1: The Empty Bucket
Eurodollar University’s Making Sense; Episode 18, Part 1: The Empty Bucket

Eurodollar University’s Making Sense; Episode 18, Part 1: The Empty Bucket

By Jeffrey P. Snider|2020-07-20T15:58:51-04:00July 20th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

AlhambraTube: https://youtu.be/SmC9RPgOngk Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Breaker: https://bit.ly/2CpHAFO Podbean: https://bit.ly/3enSAkr Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Head of Obscure Movie References. Artwork by David Parkins. [Emil's Summary] We implicitly assume monetization of debt by central banks is inflationary. But inflation depends on the [...]

Monthly Market Monitor – July 2020 (VIDEO)

By Bob Williams|2020-07-08T15:21:01-04:00July 8th, 2020|Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Eurodollar University’s Making Sense; Episode 16: What Is…Eurodollar Mailbag?
Eurodollar University’s Making Sense; Episode 16: What Is…Eurodollar Mailbag?

Eurodollar University’s Making Sense; Episode 16: What Is…Eurodollar Mailbag?

By Jeffrey P. Snider|2020-07-06T15:45:28-04:00July 6th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

AlhambraTube: https://youtu.be/6cSQvYa3E8I Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Castbox: https://bit.ly/3fJR5xQ Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr Twitter: https://twitter.com/JeffSnider_AIP Twitter: https://twitter.com/EmilKalinowski Art: https://davidparkins.com/ [Emil's Summary] Jeff Snider answers your questions about central banks, inflation, measuring money, private banks... and potpourri? A Jeopardy!-style mailbag show with the 'Cliff Clavin of the Eurodollar'.After half-a-century, some 8,000 episodes and numerous tournament of champions the American television game [...]

Monthly Market Monitor – July 2020
Monthly Market Monitor – July 2020

Monthly Market Monitor – July 2020

By Joseph Y. Calhoun III|2020-07-06T10:57:52-04:00July 6th, 2020|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Most Long-Term Trends Have Not Changed A lot has changed over the last 4 months since the COVID virus started to impact the global economy. Asia was infected first with China at ground zero. Their economy succumbed first with a large part of the country shut down to a degree that can only be accomplished in an authoritarian regime. The [...]