Alhambra CEO Joe Calhoun looks at whether investors have reached maximum pessimism and if now is the time to go heavier into the market.
Alhambra CEO Joe Calhoun discusses the need for a broader perspective on the market to get a better sense of what's really going on.
Real interest rates have turned positive for the first time in 2 years. Alhambra CEO Joe Calhoun describes two big implications for investors.
Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.
Stocks have stumbled into October with the S&P 500 down about 6% as I write this. The source of equity investors' angst is always hard to pinpoint and this is no exception but this correction doesn't seem to be due to concerns about economic growth. At least not directly.
The...
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.
Most everyone has heard of the Chinese proverb – or curse – that wishes one to live in “interesting times”. You’ve probably also heard that in Chinese the word “crisis” is composed of two symbols, one that denotes “danger” and another that means “opportunity”. Well we certainly live in...
Alhambra CEO Joe Calhoun talks about last week's rise in bond yields and what it means.
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.