Alhambra CEO Joe Calhoun reacts to last week's inversion of the yield curve and what investors should do now.
Alhambra CEO Joe Calhoun says the cure for high prices is high prices. He looks at current supply & demand, the S&P 500, bonds, commodities, and what investors should consider right now.
Alhambra CEO Joe Calhoun talks about whether the market sell-off is over, positive spots in the market, and underlying trends.
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 explains why investors should follow the advice of the ancient Greeks and their Delphic Maxims.
Are investors at the point of maximum pessimism? Alhambra CEO Joe Calhoun talks about a horrible 3rd quarter, sentiment, and where investors can look right now.
International events and a strong U.S. dollar and not decimating foreign markets as you would expect. And things look even better if viewed through the lens of local currencies. Alhambra CEO Joe Calhoun breaks down the Currency Illusion.
Whether we're in recession depends on who you ask. Alhambra CEO Joe Calhoun looks at the data and compares this unique economic cycle with previous ones to come up with his conclusion.
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 has an opinion on why the market was on a roller coaster after the Fed statement last week; There’s more than one way to calculate the 10/3 yield curve, and don’t put all you hope on a single market indicator.