ALHAMBRA INVESTMENT PARTNERS – STRATEGIC INVESTMENT APPROACH
AT ALHAMBRA INVESTMENT PARTNERS WE OFFER DIFFERENT PORTFOLIO APPROACHES BASED ON YOUR PERSONAL INVESTMENT PHILOSOPHY, GOALS, AND RISK TOLERANCE. OUR INVESTMENT STRATEGIES CAN BE DIVIDED INTO TWO CATEGORIES: STRATEGIC AND TACTICAL. WHILE MOST INVESTORS ADHERE TO ONE CATEGORY, THE FOUNDERS OF THE COMPANY RECOGONIZE THE BENEFITS OF BOTH APPROACHES. AT OUR FIRM BOTH APPROACHES .. read more
Weekly Economic & Market Review
It is not often that I have agreed with Ben Bernanke over the years but in his testimony to Congress last week, the Fed Chairman said something I agree with almost completely (HT to Alan Abelson at Barron’s): “The long-term health of the economy depends mostly on decisions taken by Congress and the administration.” In .. read more
Romney and Obama Agree on Progressive Taxation: Are They Correct?
Thinking Things Over March 4, 2012 Volume II, Number 9: Romney and Obama Agree on Progressive Taxation: Are They Correct? By John L. Chapman, Ph.D. Washington, D.C. Do we want to keep these tax cuts for the wealthiest Americans? Or do we want to keep our investments in everything else – like education and medical .. read more
A Closer Look
The markets were once again higher this week, as the Dow Industrials hit the 13,000 level and the Nasdaq Composite hit 3000, levels not seen in years. The S&P 500 also hit multi-year highs, on its way to the best 2-month start to any year. This might all change soon with Bernanke’s announcement on inflation .. read more
Trend Watcher – Nasdaq, Apple and Dow Hit Milestones
On Tuesday, the Dow Jones Industrial Average crossed and closed above 13,000 for the first time since 2008. Not to be outdone, on Wednesday the Nasdaq traded above 3,000 for the first time since 2000. Although the index quickly fell back below 3,000 and never closed above that level, an eleven year high is nothing to sneeze at. AAPL, which might as .. read more
The Stock Market, Dependent upon Economic Policy Prospects, Will Predict November’s Election Winner
Thinking Things Over February 26, 2012 Volume II, Number 8: The Stock Market, Dependent upon Economic Policy Prospects, Will Predict November’s Election Winner By John L. Chapman, Ph.D. Washington, D.C. I refuse to leave our children with a debt they cannot repay. We cannot and will not sustain deficits like these without end. … We cannot .. read more
Trend Watcher – Are you ready for $6 gasoline?
Joseph Gomez, Sr. Investment Advisor and Portfolio Manager I just paid $4.29/gal for premium fuel in Coral Gables, Florida. How much are you paying in your part of the country or world? (Please use our comment section below.) This is one of the drawbacks of a strong(er) economy. On many occasions during our Investment .. read more
Market Environment
At Alhambra, as Joe Calhoun wrote last month, we embrace the merits of both value and momentum in investing. The decision to buy value or momentum, though, should not be made in isolation. At Alhambra, our tactical strategies embrace long term investment solutions which incorporate value and momentum decisions based, first, upon our analysis of .. read more
