Market Research

Portfolios/Insight2019-11-03T16:59:34-05:00
13Nov, 2019

QE’s and Rate Cuts: Two Very Different Sets of Sentiment Drawn From Them

By |November 13th, 2019|Economy, Federal Reserve/Monetary Policy, Stocks|

The stock market’s dichotomy grows ever wider. On the one side, record high prices which are being set by the expectations of a trade deal plus renewed worldwide “stimulus.” Sure, officials everywhere were late to see the downturn coming, but they’ve since woken up and went to work. On the [...]

13Nov, 2019

SPECIAL REPORT: It Was The Eurodollars All Along

By |November 13th, 2019|Alhambra Research, Economy, Markets|

The Global Financial Crisis of 2008 was felt far and wide, in places with no connection at all to the US mortgage market. That is, or should be, a clue that the crisis wasn’t really about sub-prime mortgages at all. There were places, though, that avoided much of the turmoil. [...]

8Nov, 2019

The Real Boom Potential

By |November 8th, 2019|Economy, Federal Reserve/Monetary Policy|

For the last five years Larry Summers has called it secular stagnation. It’s the right general idea as far as the result, if totally wrong as to its cause. Alvin Hansen, who first coined the term and thought up the thesis in the thirties, was thoroughly disproved by the fifties. [...]

Load More Posts