Category Archive: 5.) Alhambra Investments

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That’s Probably Why Only Half a “V”

2020-07-31

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2020-07-31

IHS Markit US Composite, 2018-2020
Why only half a “V?” If the latest PMI’s are anywhere close to accurate, and they don’t have to be all that close, then the production side of the economy may have stalled out somewhere nearer the trough of this contraction. The promise of May’s big payroll report surprise has dissipated in more than just the bond market.

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A Tactical Update: Whither Goest The Dollar

2020-07-28

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2020-07-28

Our Fortress strategic asset allocation includes 5 distinct asset classes: The Fortress allocation has historically produced better risk-adjusted returns than the traditional 60% stocks/40% bonds allocation.

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US Stall? Only Half The Imagined “V” May Indicate One, Too

2020-07-27

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2020-07-27

IHS Markit US Composite, 2018-2020
These are not numbers that are consistent with a robust rebound. In fact, they don’t indicate very much of one at all. IHS Markit’s flash PMI’s for July 2020 instead look way too much like the sentiment indicators in Germany and Japan. Though they are now back near 50, both services and manufacturing, that doesn’t actually indicate what everyone seems to think it does.

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Jeff Snider on Federal Reserve art ofJawboning markets about U.S. dollars Part 2 investing in gold

2020-07-25

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?? Subscribe here for more : ?http://www.youtube.com/channel/UCZIFOCfVxLJexAKnSb2TWXg?sub_confirmation=1 ??http://www.ko-fi.com/aminray #markets #investing #trading #economy #money #currency #stocks #robinhood Eurodollars are time deposits denominated in U.S. dollars at banks outside the United States, and thus are not under the jurisdiction of the Federal Reserve. Consequently, such deposits are subject to much less regulation than similar...

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Jeff Snider on the Federal Reserve Jawboning

2020-07-25

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?? Subscribe here for more : ?http://www.youtube.com/channel/UCZIFOCfVxLJexAKnSb2TWXg?sub_confirmation=1 ??https://www.patreon.com/Aminray #markets #investing #trading #economy #money #currency #stocks #robinhood Eurodollars are time deposits denominated in U.S. dollars at banks outside the United States, and thus are not under the jurisdiction of the Federal Reserve. Consequently, such deposits are subject to much less regulation than similar...

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All About The Eurodollar , Repo Markets, Gold and Volatility with Jeff Snider.

2020-07-25

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?? Subscribe here for more : ?http://www.youtube.com/channel/UCZIFOCfVxLJexAKnSb2TWXg?sub_confirmation=1 ??https://www.patreon.com/Aminray #markets #investing #trading #economy #money #currency #stocks #robinhood Eurodollars are time deposits denominated in U.S. dollars at banks outside the United States, and thus are not under the jurisdiction of the Federal Reserve. Consequently, such deposits are subject to much less regulation than similar...

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19.2 A Foreign Plot to Dump the Dollar?

2020-07-25

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America's dollar is said to be the global reserve currency. Might there be hostile nations scheming furiously to undermine the US dollar? Is there a USD Pearl Harbor ahead? No. Precisely the opposite. It's the reserve currency - the EURODOLLAR - that holds everyone hostage, including the USA!

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All About The Eurodollar , Repo Markets, Gold and Volatility with Jeff Snider PART 2

2020-07-25

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?? Subscribe here for more : ?http://www.youtube.com/channel/UCZIFOCfVxLJexAKnSb2TWXg?sub_confirmation=1 ??https://www.patreon.com/Aminray #markets #investing #trading #economy #money #currency #stocks #robinhood Eurodollars are time deposits denominated in U.S. dollars at banks outside the United States, and thus are not under the jurisdiction of the Federal Reserve. Consequently, such deposits are subject to much less regulation than similar...

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All About The Eurodollar , Repo Markets, Gold and Volatility with Jeff Snider PART 1

2020-07-25

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?? Subscribe here for more : ?http://www.youtube.com/channel/UCZIFOCfVxLJexAKnSb2TWXg?sub_confirmation=1 ??https://www.patreon.com/Aminray #markets #investing #trading #economy #money #currency #stocks #robinhood Eurodollars are time deposits denominated in U.S. dollars at banks outside the United States, and thus are not under the jurisdiction of the Federal Reserve. Consequently, such deposits are subject to much less regulation than similar...

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The (Other) Shoe Of Unemployment

2020-07-25

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2020-07-25

Global PMIs & Sentiment, 2017-2020
After raising the specter of a rebound stall, the idea before limited to Japan and Germany was abruptly given further weight today by US jobless claims numbers. For the first time since the peak at the end of March, the weekly tally of initial filings increased from the prior week.

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A Japanese Stall?

2020-07-24

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2020-07-24

Japan PMIs, 2018-2020
In sharp contrast to the sentimental deference towards central bank stimulus exhibited by Germany’s ZEW, for example, similar Japanese surveys are starting to describe potential trouble developing. Like Germany, Japan is a bellwether country and a pretty reliable indicator of global economy performance.

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Deflation/Inflation, Money Printing, Free Market vs. Socialism, Yield Curve Control

2020-07-23

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?THE REBEL CAPITALIST SHOW WILL HELP YOU ? learn more about Macro, Investing, Entrepreneurship AND Personal Freedom.

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Jeff Snider (Deflation/Inflation, Money Printing, Free Market vs. Socialism, Yield Curve Control)

2020-07-23

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?THE REBEL CAPITALIST SHOW WILL HELP YOU ? learn more about Macro, Investing, Entrepreneurship AND Personal Freedom. For more content that'll help you build wealth and thrive in a world of out of control central banks and big governments check out these videos! ? Subscribe for more free YouTube tips: https://www.youtube.com/channel/UCpvyOqtEc86X8w8_Se0t4-w Do you wanna see another video as incredible as this? Watch Peter Schiff (Economist,...

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What Capitalism Can Do When Allowed, And Communism Never Will

2020-07-22

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2020-07-22

Mikhail Sergeyevich Gorbachev was awarded the Nobel Peace Prize in 1990 “for his leading role in the peace process which today characterizes important parts of the international community.” Maybe, but it sure didn’t start out that way.

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Of Incomplete Plans and Recoveries

2020-07-21

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2020-07-21

China Industrial Production, 1999-2020
At the monthly press conference China’s National Bureau of Statistics (NBS) now regularly gives whenever the Big Three economic accounts are updated (this time along with quarterly GDP), spokesman Liu Aihua was asked by a reporter from Reuters to comment on how the global economic recession might impact the Communist government’s long range goal of reaching its assigned GDP target.

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Transitory, The Other Way

2020-07-18

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2020-07-18

After a record three straight months of decline for the seasonally-adjusted core CPI March through May 2020, it turned upward again in June. Buoyed by a partially reopened economy, the price discounting (prerequisite to the Big D) took at least one month off.

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July 16, 2020

2020-07-17

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Wait A Minute, The Dollar And The Fed’s Bank Reserves Are Directly Not Inversely Related

2020-07-17

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2020-07-17

One small silver lining to the current situation, while Jay Powell is busily trying to sell you his inflation fantasy, he’s actually undermining it at the very same time. No mere challenge to his own “money printing” fiction, either, the Fed’s Chairman is actively disproving the entire enterprise. While he says what he says, pay close attention instead to what he’s done.

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Jeff Snider – How Is US Labor Force Changing? (RCS Ep. 41)

2020-07-12

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Interview original date: April 25th, 2020 Labor force participation expanding. The labor force is not what it used to be. In a typical recession the labor force doesn't really change, it continue to grow, it doesn't contract. That changed in 2008, the labor force then started to contract. Discuss about the survey of labor participation.

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Second Wave Global Trade

2020-07-10

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2020-07-10

US Trade in Goods, SA 2010-2020
Unlike some sentiment indicators, the ISM Non-manufacturing, in particular, actual trade in goods continued to contract in May 2020. Both exports and imports fell further, though the rate of descent has improved. In fact, that’s all the other, more subdued PMI’s like Markit’s have been suggesting.

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