capital goods

Weekly Market Pulse: Trading Places

By |2021-08-02T07:37:59-04:00August 1st, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

They're out there panicking right now. I can feel it. They're out there. They're panicking. Look at them. - Eddie Murphy as Billy Ray Valentine in Trading Places I thought of that scene the other day when a good friend in the investment business told me that investors today are panicking into the market rather than out as they were [...]

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With No Second Half Rebound, Confirming The Squeeze

By |2020-01-28T18:14:17-05:00January 28th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It’s a palpable impatience. Having learned absolutely nothing from the most recent German example, there’s this pervasive belief that if the economy hasn’t fallen apart by now it must be going the other way. The right way. Those are the only two options for mainstream analysis (which means it isn’t analysis). You can see it in how everything is framed. [...]

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