Eurodollar University, Released on 6/10/24 Consumer credit has historically been a solid recession signal, particularly how consumers alter their usage of credit cards. Some of that by choice, for many it is the bank’s. Either way, when this happens it is more compelling evidence backing the rise in the unemployment rate. Jeff Snider is head […]
Eurodollar University, Released on 6/3/24 Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published nationally at […]
Eurodollar University, Released on 5/19/24 The Chinese have sold a record amount of US Treasuries. Again. Most mainstream explanations point to political motives including many asserting an intentional act to move away from the dollar. The actual reason is indeed monetary but not at all in that way. The important immediate implications tell us a […]
Eurodollar University, Released on 5/2/24 We need to confront the fact there remains a serious problem in the US with Marxism. To successfully counter the threat REQUIRES first we understand why that is and what keeps it going. It’s not enough to “clap back” with platitudes correctly pointing to Communism’s barbaric history. Nor is the […]
Rebel Capitalist, Released on 4/15/24 Jeff Snider is head of global investment research for Alhambra Investment Partners, a registered investment advisory based in Palmetto Bay, Florida. As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff is published nationally at […]
Eurodollar University, Released on 4/8/24 What if gold and oil are actually trading on the same outcome? Despite popular misconceptions, a non-economic oil shock like the one we’re currently experiencing is NOT inflationary. On the contrary, history shows it will almost certainly be disinflationary because of the negative impact it has on the economy. And […]
Eurodollar University, Released on 4/1/24 Gold continues to soar, hitting almost as many record highs as stocks. And that’s a problem because unlike stocks gold tends to be a useful indicator and warning sign. There are three theories as to what’s behind the golden surge. Here we examine the evidence and consistency of all three. […]
Eurodollar University, Released on 3/28/24 We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources. The only part missing is the layoffs. Where are they? Part of the answer comes from hoarding, though the more important piece is not what […]
