Alhambra CEO Joe Calhoun discusses how last week's Federal Reserve meeting contained nothing new and actually confirmed what the markets have been saying about interest rates and recession.
Alhambra CEO Joe Calhoun talks about whether we are in a bear market, facts about the economy, credit spreads, yield curve, interest rates, changes to Alhambra Portfolios, and why you must have an investment plan that includes strategy AND tactics.
Alhambra CEO Joe Calhoun discusses whether the economy is in early or late cycle, what last week’s employment numbers really mean, and two concerning economic indicators.
An exclusive "Hedgeye Investing Summit" interview between Joe Calhoun, Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough. https://app.hedgeye.com/insights/105243-joe-calhoun-keith-mccullough-hedgeye-investing-summit?with_category=17-insights
Alhambra CEO discusses Evergrande, the big jump in 10-year Treasury yields last week, the US Dollar trend, and what to look for if investing right now.
Alhambra CEO Joe Calhoun talks about investor psychology toward current markets and how investor foibles never change. He also discusses the uptrend in the 10-Year Treasury and the Dollar.
Alhambra's CEO talks about last week’s disastrous market and the spike in interest rates, similar to what we saw in June, and the coming recession.
Alhambra CEO Joe Calhoun has strong words about the next anticipated Fed rate hike, what's really happening with the economy and what he thinks about last week's OPEC decision to cut oil production.
What caused the rally in stocks and bonds last week? Alhambra CEO Joe Calhoun talks about the CPI numbers, the break in Treasury and Dollar uptrends, interest rates, and lag time to recession.
Alhambra CEO Joe Calhoun discusses the hazards of financial news, over-speculation in the market, the prudent person investment rule & reports on retail sales, industrial production, and the housing market index.