Alhambra Investments | TalkMarkets | Page 1
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Our namesake is the Alhambra, a fortress in southern Spain dating back to 889. For more than a thousand years, people of different backgrounds found refuge behind her venerable walls. Today, the Alhambra remains as strong as ever, an enduring symbol of wealth, prosperity, and security. Like ...more

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AI Stock Hype
A discussion about weather artificial intelligence is more hype than reality in the stock market and does it justify high stock valuations.
Concentration Risk In Stock Market
A discussion about the S&P 500's high levels of concentrated risk in mega-cap technology stocks.
End Of Petrodollar
A discussion about the reality of the end of the petrodollar.
Weekly Market Pulse: A Concentrated Bet
The S&P 500 reached a milestone recently. The technology sector, as of this week, is now 33.6% of the index. If you count the Communications sector as technology the allocation to technology oriented companies is 42.8%.
Friday Recap And DARP Update
A review of the big market news of the week and an update DARP.
Employment Gains Overstated
A discussion about why the Establishment Report is overstating job gains.
Question Time: Is The Stock Market Actually The Stock Market?
A discussion about the different behavior of cap-weighted versus equal-weighted market indices.
De-Globalization And Tariffs
A discussion of whether de-globalization and tariffs impact trade deficit and DARP.
Stock Market And DARP Update
Weekly update on financial markets, May jobs report, and other economic data.
House Pricing Outlook And Inflation Impact
A discussion on home prices and impact on inflation.
Sings Of Economy Slowing
A discussion about whether the economy is slowing, and if odds of interest rate cuts are rising.
Stagflation Risk Rising
A discussion about stagflation fears around weakening personal income growth and persistent inflation.
Question Time: AI Stock Market Hype Or Reality
A discussion of high stock prices justified around artificial intelligence for Nvidia and other stocks
7 Keys For Investing Success
The entire process of investing successfully over time involves analyzing current assets and circumstances, establishing risk tolerance, deciding on goals, developing an asset allocation mix, and diversifying intelligently. 
Inflationary Dangers Of High Tariffs
A discussion about the inflationary dangers of U.S. tariff policies.
Inflation Reports Much Ado About Nothing
A discussion on whether last week's reports change inflation expectations.
1 to 16 of 122 Posts
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