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10 year tips

Market Pulse: Mid-Year Update

By |2022-06-20T19:27:59-04:00June 20th, 2022|Alhambra Portfolios, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Note: This update is longer than usual but I felt a comprehensive review was necessary. The Federal Reserve panicked last week and spooked investors into the worst week for stocks since the onset of COVID in March 2020. The S&P 500 is now firmly in bear market territory but that is a fraction of the pain in stocks and other [...]

Conventional Wisdom Is Nothing of The Sort

By |2021-01-19T11:31:10-05:00January 18th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Taxes/Fiscal Policy|

If you had known in October all that would transpire over the next 2 ½ months, how would you have positioned your portfolio? The conventional wisdom before the election was that a Biden win would be negative for stocks because he has promised to raise taxes and specifically corporate taxes. In 2016, conventional wisdom was that a Trump victory would [...]

Bi-Weekly Economic Review

By |2017-02-15T15:53:29-05:00February 15th, 2017|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Stocks|

Economic Reports Scorecard The economic data since my last update has improved somewhat. It isn't across the board and it isn't huge but it must be acknowledged. As usual though there are positives and negatives, just with a slight emphasis on positive right now. Interestingly, the bond market has not responded to these slightly more positive readings with nominal and [...]

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