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Weekly Market Pulse: Much Ado About Not Much

By |2023-04-17T09:06:33-04:00April 17th, 2023|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

I sit down every week to write these updates and sometimes it is a struggle to find something - anything - worth writing about. Sure, there's always market "news" so I can find something to fill the page and I hope you find it interesting but the fact is that I don't think any investor - as opposed to trader [...]

Given Past Few Years, C&I Slowdown Isn’t At All Surprising

By |2017-06-12T18:35:45-04:00June 12th, 2017|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

There isn’t much data available on the mechanics of lending or the other side of it borrowing. It’s a topic of interest nonetheless given the crucial role (sadly) of debt in determining the marginal economic direction (second derivative). A financialized economy is a drag without credit growth. One of the more encouraging signs on that account was an acceleration of [...]

Ignorance or Deceit, Yet Again

By |2014-04-16T16:25:40-04:00April 16th, 2014|Economy, Federal Reserve/Monetary Policy, Markets|

I may be a week late to the “most important chart in the world”, but it demands a rational response. I had thought that the commentary surrounding this week’s retail sales release was the height of rational expectations theory deception, but I was clearly wrong. In what is passing for analysis, some are proclaiming a recovery narrative based on the [...]

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