alhambra portfolios

8 min read 2021-12-06 08:40:13

Weekly Market Pulse: Discounting The Future

The economic news recently has been better than expected and in most cases just pretty darn good. That isn’t true on a global basis, as Europe

1 min read 2021-11-01 00:04:33

A couple of weeks ago the 10-year Treasury note yield rose 16 basis points in the course of 5 trading days. That move was driven by near-term

7 min read 2021-05-03 07:32:05

Last week I was contacted by two clients seeking information about cryptocurrencies. One was my godson, 12 years old and just getting started in

11 min read 2021-04-25 23:56:28

April 15th was the two-week anniversary of the day my wife and I got our second Moderna shot. We have spent the last 13 months being very careful

5 min read 2021-03-22 08:50:42

The SLR exemption is ending! The SLR exemption is ending! Doesn’t exactly roll off the tongue, does it? There has been rampant speculation the last

6 min read 2021-03-08 09:25:53

I’ve been getting that question a lot these days. How high can rates go? It is asked in a way that seems to imply that the answer is obvious –

6 min read 2021-03-01 07:33:15

I was told many years ago when I started in this business that it wasn’t my job to predict the future. Our job as investors is to properly and

4 min read 2021-02-16 05:48:07

This is a holiday-shortened week in the US but there is some important data on tap. Retail sales are expected to show a month-to-month rise for the

10 min read 2020-12-24 19:52:40

Note: There are a lot of charts in this post. That doesn’t mean that we are technicians. We use charts because we are primarily interested in

11 min read 2020-10-14 00:22:44

This seems an opportune time to review the difference between Strategy and Tactics. Strategy and tactics are how we achieve our goals and objectives.

17 min read 2020-07-28 03:17:25

Our Fortress strategic asset allocation includes 5 distinct asset classes: The Fortress allocation has historically produced better risk-adjusted