Market Research

9Jul, 2024

Question Time: Nvidia is Crazy Expensive (VIDEO)

By Bob Williams|2024-07-09T17:18:51-04:00July 9th, 2024|Alhambra Research, Economy, Markets|

Weekly Market Pulse: The Fed Gets Its Wish
Weekly Market Pulse: The Fed Gets Its Wish

7Jul, 2024

Weekly Market Pulse: The Fed Gets Its Wish

By Joseph Y. Calhoun III|2024-07-07T20:25:12-04:00July 7th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

The economic data wasn't particularly shocking or weak but it seemed as if last week may have marked a change in the economic outlook. The 10-year Treasury note yield only fell 7 basis points on [...]

2Jul, 2024

Question Time: Weak Dollar Kryptonite to US Stocks (VIDEO)

By Bob Williams|2024-07-02T15:30:55-04:00July 2nd, 2024|Alhambra Research, Economy, Markets|

1Jul, 2024

Question Time: Stock Market Gets Weird & Risky (VIDEO)

By Bob Williams|2024-07-01T14:40:24-04:00July 1st, 2024|Alhambra Research, Economy, Markets|

Weekly Market Pulse: The S&P 500 Rules Everything Around Me
Weekly Market Pulse: The S&P 500 Rules Everything Around Me

1Jul, 2024

Weekly Market Pulse: The S&P 500 Rules Everything Around Me

By Joseph Y. Calhoun III|2024-07-01T07:05:12-04:00July 1st, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

The 2nd quarter is officially over and it was one of the strangest I’ve experienced in my 33 year career. To jump straight to the punchline, if you owned large cap growth stocks, you had [...]

28Jun, 2024

Question Time: Weekly Recap & DARP Update (VIDEO)

By Marcelo Perez|2024-06-28T14:16:29-04:00June 28th, 2024|Alhambra Research, Economy, Financial Planning, Markets|

27Jun, 2024

3rd Quarter Secular Outlook

By Douglas R. Terry, CFA|2024-06-27T17:38:23-04:00June 27th, 2024|Alhambra Portfolios, Alhambra Research, Commodities, Currencies, Economy, Markets, Stocks|

We've had an economic boom of investment in AI, manufacturing and infrastructure over the past 18 months. Secular trends like electrification, AI, a space based economy are real. Valuations for companies involved in equipment investment [...]