budget deficit

Weekly Market Pulse: A Hill of Beans

By |2023-05-30T08:50:30-04:00May 29th, 2023|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Every time we hear, watch, or read the news, we are reminded that liberty is a rare commodity in this world. - Ronald Reagan   It is foolish and wrong to mourn the men who died. Rather we should thank God such men lived. - George S. Patton   In the End, we will remember not the words of our [...]

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Monthly Macro Monitor: Doom & Gloom, Good Grief

By |2019-10-23T15:08:21-04:00October 10th, 2019|Alhambra Research, Markets|

When I first got in this business oh-so-many years ago, my mentor told me that I shouldn't waste my time worrying about the things everyone else was worrying about. As I've related in these missives before, he called those things "well-worried". His point was that once everyone was aware of something it was priced into the market and not worth [...]

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