A couple of weeks ago I titled my weekly musings “Let’s Get Serious” and in the State of the Union address last week, President Obama said:

….it’s time to get serious about fixing the problems that are hampering our growth.”

Never let it be said that we don’t get results around here. I even noticed in our [...]

After last week’s depressing dive under the 50-day moving average, the S&P 500 index has continued wavering so far this week, seemingly on the cusp of breaking down. Fear has risen 60% since reaching a 1-year low in the middle of this month. Talk of a dreaded correction, one that has been expected for half a year now, is in [...]

Portfolio Tilt is the brainchild of Drew Birenbaum. Drew’s approach is primarily technical but he also understands the value of fundamental analysis. Drew is not an official member of the Alhambra team - yet - but we respect his technical analysis skills. Drew’s opinions are his though and we may or may not agree.