You Don’t Have To Take My Word For It
Stop me if you’ve heard this before. Longtime readers/followers/enthusiasts will be forgiven for immediately thinking I’m quoting myself again, as I so often do: Following its emergence, the eurodollar market played a big role in [...]
It’s the First Not Last Place To Start
The term “geopolitics” has a specific meaning, though in the context of assessing markets and their equally ubiquitous though purposefully non-specific “jitters”, it’s basically a catch-all, too. Should the stock market, in particular, take a [...]
Ask Bob: What is My Social Security Break-Even Age?
There’s an old axiom that says nothing in life is certain except death and taxes. True enough. But there’s one other thing that’s certain; we’re all going to retire—sometime. The number one retirement question I’m [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun talks about the return of fear to the market, the 2022 selloff in risky assets including large-cap growth, what's going on with volatility, REITs, bonds, commodities, and if it's time to [...]
Weekly Market Pulse: Fear Makes A Comeback
Fear tends to manifest itself much more quickly than greed, so volatile markets tend to be on the downside. In up markets, volatility tends to gradually decline. - Philip Roth Be fearful when others are [...]
The Hawks Circle Here, The Doves Win There
We’ve been here before, near exactly here. On this side of the Pacific Ocean, in the US particularly the situation was said to be just grand. The economy was responding nicely to QE’s 3 and [...]
Good Time To Go Fish(er)ing Around The Yield Curve
It should be as simple as it sounds. Lower LT UST yields, less growth and inflation. Thus, higher LT UST yields, more growth and inflation. Right? If nominal levels are all there is to it, [...]
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