Market Research

Market Research2022-10-19T16:07:52-04:00
17Mar, 2024

Weekly Market Pulse: An Economic Overview

By |March 17th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Over the last two years, the evolution of the US economy has been driven by a return to “normal”. The distortions of the response to COVID had a profound impact on the economy that I [...]

10Mar, 2024

Weekly Market Pulse: Dare To Be Different

By |March 10th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

I skate to where the puck is going to be, not where it has been. Wayne Gretzky I took my wife to dinner Saturday night at a local, boutique hotel. The Willcox Hotel was established in [...]

25Feb, 2024

Weekly Market Pulse: Artificial Intelligence?

By |February 25th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Currencies, Markets, Newsletter, Stocks|

Nvidia reported earnings last week and they were, to be sober about it, incredible. Total revenue rose to $22.1 billion for the quarter,  up 22% from last quarter and 265% year-over-year. Data center revenue, which [...]

Go to Top