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Eurodollar University’s Making Sense; Episode 27, Part 3: Duck and Cover, The July Consequences

By |2020-09-25T17:33:59-04:00September 25th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, who turtle waxes. Artwork lined with graphite by David Parkins. Podcast intro/outro is “Steps” by Cushy at Epidemic Sound.   ———HOW——— 27.3 US Retail Sales and [...]

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Uh Oh, The Dollar Has Caught A Bid

By |2020-09-23T19:34:15-04:00September 23rd, 2020|Alhambra Research, Bonds, Commodities, Currencies, Markets, Stocks|

Anyone who follows Alhambra knows that we keep an eye on the dollar. It is a very important part of our process of identifying the economic environment. A rising dollar, when combined with a falling rate of growth, can be a lethal combination. That was the situation in March and of course during the financial crisis of 2008. So the [...]

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A Good Time For Some Q & A: Bank Reserves, Treasury Auctions, MMT, and the Monetary Resolve

By |2020-09-23T18:24:58-04:00September 23rd, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

Working with my colleague Joe Calhoun (mostly him), we’ve come up with what we think is a list of questions that quite naturally arise from this week’s discussions of bank reserves, some specific and technical, the monetary system, some theoretical, some practical, and the (much) wider economic consequences which follow from those. 1. When the bank buys a Treasury note/bond/bill [...]

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Eurodollar University’s Making Sense; Episode 27, Part 2: How Do You Say ‘Duck and Cover’ In Brazilian? And Chinese?

By |2020-09-23T15:07:34-04:00September 23rd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, who turtle waxes. Artwork lined with graphite by David Parkins. Podcast intro/outro is “Steps” by Cushy at Epidemic Sound.   ———HOW——— 27.2 What in the world [...]

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Eurodollar University’s Making Sense; Episode 27, Part 1: Turtle Economics

By |2020-09-21T12:54:06-04:00September 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK PocketCast: https://pca.st/encarkdt PodcastAddict: https://bit.ly/2V39Xjr   ———WHO——— Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, who turtle waxes. Artwork lined with graphite by David Parkins. Podcast intro/outro is "Steps" by Cushy at Epidemic Sound.   ———HOW———   27.1 Repo [...]

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Eurodollar University’s Making Sense; Episode 26, Part 3: Did We Say ‘Transitory’? Nah, Nevermind

By |2020-09-18T16:26:17-04:00September 18th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK 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, a professional gentleman of leisure in no need of unemployment insurance. Artwork by David Parkins.    ———HOW——— 26.3 The Fed Chalks up 2012-20 [...]

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Eurodollar University’s Making Sense; Episode 26, Part 2: If We Keep Seeing July, What About September and Beyond?

By |2020-09-16T17:30:11-04:00September 16th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK 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, a professional gentleman of leisure in no need of unemployment insurance. Artwork by David Parkins.    ———HOW——— 26.2 Capital Market Bottleneck: DEAD AHEAD! [...]

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Eurodollar University’s Making Sense; Episode 26, Part 1: Why Do We Keep Seeing July?

By |2020-09-15T11:05:16-04:00September 14th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK 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, a professional gentleman of leisure in no need of unemployment insurance. Artwork by David Parkins.    ———HOW——— 26.1 The HUGE Improvement in Unemployment is [...]

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Eurodollar University’s Making Sense; Episode 25, Part 3: Tough Sledding

By |2020-09-11T15:21:17-04:00September 11th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK 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, exempt from Murphy’s Law. Artwork by David “the right stuff” Parkins. Podcast intro/outro is “Sleeves” by Cushy at Epidemic Sound.   ———HOW——— 25.3 If [...]

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Eurodollar University’s Making Sense; Episode 25, Part 2: The Awe In The Law

By |2020-09-09T18:52:58-04:00September 9th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy 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/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa SoundCloud: https://bit.ly/3l0yFfK 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, exempt from Murphy’s Law. Artwork by David “the right stuff” Parkins. Podcast intro/outro is “Sleeves” by Cushy at Epidemic Sound.   ———HOW——— [...]

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