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Weekly Market Pulse: What’s Your Risk Tolerance?

By |2026-02-02T07:04:04-05:00February 1st, 2026|Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Stocks|

While it seems obvious that the future should feature a lower dollar and gold continuing to outperform stocks, that is far from assured. That is the consensus view and while the crowd can be right for a long time, its clairvoyance is inversely proportional to its size. The more consensus the consensus becomes, the less likely it is to happen. [...]

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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 [...]

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