Market Research2024-06-04T12:48:39-04:00
6Apr, 2025

Weekly Market Pulse: You Cannot Be Serious!

By |April 6th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

You can't be serious! You cannot be serious! - John McEnroe, challenging a fault call at Wimbledon, 1981 That's what went through my head when President Trump unveiled his "reciprocal" tariffs on Wednesday last week. [...]

30Mar, 2025

Weekly Market Pulse: The Weak Dollar Effect

By |March 30th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Real Estate, Stocks|

Is it finally time for international stocks to shine? That question has been asked and answered negatively for 10 of the last 12 years if you compare the S&P 500 to the EAFE international stock [...]

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