contrarian investing

Weekly Market Pulse: Where Are The Extremes?

By Joseph Y. Calhoun III|2023-09-11T03:54:17-04:00September 10th, 2023|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

Every weekend I sit down at my desk and write the title of this post at the top of a legal pad. I make a list of everything I can identify as trading at an extreme in markets. If an investor is to make tactical changes to their portfolio, it is in the extremes where they will find their greatest [...]

Is It Time To Zig?

By Joseph Y. Calhoun III|2015-02-16T15:16:17-05:00February 16th, 2015|Markets, Stocks|

The US stock market made another all time high last week amid more mediocre - at best - US economic data. Much of the gain was credited to positive developments in the geopolitical arena as a ceasefire was announced in Ukraine and negotiations continued on Greek debt relief with some positive signs that an agreement might be reached. Whether either [...]

Weekly Market Pulse: Where Are The Extremes?

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