Market Research

Question Time: New Market Risk Paradigm
Question Time: New Market Risk Paradigm

Question Time: New Market Risk Paradigm

By Bob Williams|2025-06-24T13:48:35-04:00June 24th, 2025|Alhambra Research, Economy, Markets, Stocks|

Weekly Market Pulse: The Turkey Leg
Weekly Market Pulse: The Turkey Leg

Weekly Market Pulse: The Turkey Leg

Note: I wrote most of this commentary prior to the US strike on Iran and I decided to go ahead with it anyway. I don't know any more than you do about what is going on in the Middle East and trying to predict what will happen in the coming days and weeks is a fool's errand. We have a [...]

By Joseph Y. Calhoun III|2025-06-23T06:37:36-04:00June 22nd, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Question Time: Peak Shale Oil
Question Time: Peak Shale Oil

Question Time: Peak Shale Oil

By Bob Williams|2025-06-18T15:02:28-04:00June 18th, 2025|Commodities, Economy, Markets|

Question Time: Precious Metals Shining
Question Time: Precious Metals Shining

Question Time: Precious Metals Shining

By Bob Williams|2025-06-16T14:12:09-04:00June 16th, 2025|Alhambra Research, Commodities, Economy, Markets|

Weekly Market Pulse: The Uncertainty of Uncertainty
Weekly Market Pulse: The Uncertainty of Uncertainty

Weekly Market Pulse: The Uncertainty of Uncertainty

Oil jumped 7.5% last Friday in the wake of the Israeli attack on Iran but the reaction in most other markets was surprisingly muted. The dollar, which normally catches a bid in these situations, was up just 0.27% and US Treasuries actually sold off on the news. Gold was the preferred safe haven this time, up 1.4% on the week. [...]