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.
Alhambra CEO Joe Calhoun compares the similarities between today's bear market and past ones, plus last week's data on the economy, employment, and whether the new data points to recession.
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.
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.
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.
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