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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.
Friday Recap And DARP Update
A review of the big market news of the week and an update DARP.
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.
Inflation Reports Much Ado About Nothing
A discussion on whether last week's reports change inflation expectations.
Market Currents: What Drove Income Inequality
Demographics and Globalization are responsible for wealth inequality around the world. A discussion about the winners and losers.
Market Currents: Inflation Risks For Growth Stocks
Inflation is posing substantial additional risk to growth stocks, lowering demand and pushing money into other markets.
The Cleanest Dirty Shirt
It’s easy to overestimate the problems the United States faces while underestimating its strengths. The challenges are certainly significant.
Market Currents – Market Volatility
It’s a bear market and you expect to have volatility, but volatility is trending even higher.
1 to 14 of 14 Posts