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Weekly Market Pulse: A Most Unusual Economy

By |2022-07-11T06:35:09-04:00July 10th, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

The employment report released last Friday was better than expected but the response by bulls and bears alike was exactly as expected. Both found things in the report to support their preconceived notions about the state of the economy. I do think the bulls had the better case on this particular report but there have been plenty of others recently [...]

Why I Worry So Much

By |2014-01-12T17:54:37-05:00January 12th, 2014|Economy, Federal Reserve/Monetary Policy|

When I got in the investment business 23 years ago, a very wise man told me that my job as an advisor was to find clouds when everyone else saw nothing but sunshine and to find the rays of hope when everyone else was hunkered under an umbrella. Markets and economies move in cycles and while it is impossible to [...]

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