Housing bubble

Weekly Market Pulse: Don’t Be A Newton

By |2025-11-24T07:09:04-05:00November 23rd, 2025|Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Real Estate|

A few weeks ago I asked the question that everyone is asking today: Is This A Bubble? My answer, as it is for most questions about the future, is that I don't know. But there are some things I do know: The S&P 500 is priced for low future returns, quite possibly negative on a real basis over the next [...]

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Bubbles and Balance Sheets, Demanded (Money/Credit) Supply

By |2020-09-25T19:54:32-04:00September 25th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The term “balance sheet recession” is one that had come up more often a little more than half a decade ago. At the same time everyone at the Fed, especially Bill Dudley, was wondering why QE had kept coming up (way) short of every one of its goals, some of them began to speculate about this other thing. If the [...]

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