Market Research2024-06-04T12:48:39-04:00
1Jun, 2025

Weekly Market Pulse: Time Out

By |June 1st, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

The tariff rollercoaster continues. This week most of President Trump's tariffs were ruled to be outside the scope of the law he used to impose them. I was not surprised in the least because, as [...]

26May, 2025

Weekly Market Pulse: A Commodity Bull Market?

By |May 26th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

In commodity markets there's an old saying that low prices cure low prices and high prices cure high prices. High prices lead to over-investment in new capacity which leads to gluts and low prices. Low [...]

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