Question Time: Age of Scarcity and Energy Prices (VIDEO)
Alhambra Research’s Bob Williams examines the emerging "age of scarcity" in a new video, highlighting how constrained energy supplies are driving unprecedented price spikes. He links tighter oil and gas markets to higher inflation, reduced corporate margins, and shifting geopolitical risk. The analysis also outlines portfolio adjustments, emphasizing diversified, all‑weather assets to hedge against volatile energy costs. Viewers are urged to reassess exposure to energy‑intensive sectors as the scarcity trend accelerates.
Question Time: Ceasefire, Oil, Rates, & the Economy (VIDEO)
Alhambra Research’s latest video examines how emerging ceasefire negotiations in the Middle East could relieve oil supply tensions, while Brent crude dipped 1.2% to around $84 a barrel. The discussion also covers the Federal Reserve’s hint at pausing rate hikes,...
Weekly Market Pulse: The Only Free Lunch In Investing
Stocks jumped nearly 4% last week after a brief US‑Iran ceasefire, while crude oil plunged 14% and the dollar slipped 1.3%. The S&P 500 hit its March 30 low, leaving year‑to‑date returns essentially flat despite a six‑month correction that began...
Weekly Market Pulse: Questions
The S&P 500 and Nasdaq closed below their 200‑day moving averages, sparking debate over whether the recent pullback signals a new bear market. While the EAFE index outperformed the U.S. last year, it is now lagging as energy‑related geopolitical risks weigh...