No Place to Hide! Alhambra CEO Joe Calhoun talks about the disastrous close to last week's market, its causes, and results.
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 whether inflation has peaked, the JOLTS report, new company formations, consumer sentiment, and what investors should do to wrap up 2021.
Alhambra CEO Joe Calhoun gives his opinion on stagflation, how it's different than it was in the 1970's, last week's negative GDP number, and the importance of sticking to your investment strategy.
Alhambra CEO Joe Calhoun discusses zooming out on the market, and what the 10-year treasury is saying about future growth, inflation, the dollar, and oil.
As I sit here Monday evening with the Dow having closed down 2000 points and the 10-year Treasury yield around 0.5%, the title of this update seems utterly ridiculous. With the new coronavirus still spreading and a collapse in oil prices threatening the entire shale oil industry, recession is now the expected outcome. Most...
Alhambra CEO Joe Calhoun discusses last week's action with Facebook & Amazon and says diversification is not dead.
In this Weekly Market Pulse, Alhambra CEO Joe Calhoun discusses inflation, job openings, consumer sentiment, industrial production and the economic recovery.
Real interest rates have turned positive for the first time in 2 years. Alhambra CEO Joe Calhoun describes two big implications for investors.