Monthly Market Review: Is This A Bubble?

By |2025-11-03T06:40:56-05:00November 2nd, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Are US markets, once again, in a bubble? Are AI stocks overvalued or are they discounting a new age of prosperity driven by big gains in productivity? What about gold? It's up over 50% this year, signaling...what exactly? Gold is a fear asset that usually shines when the economy is bad and stocks aren't doing so well. So, why is [...]