Alhambra CEO Joe Calhoun describes the move in bonds last week, what it means, and how it's different than a similar move in the spring of 2021.
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 talks about the uncertainty in the market and whether this is a time to embrace risk or opportunity.
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 discusses last week's uptrend in the dollar, the falling growth cycle in the economy, interest rates, and gold.
Everyone, or at least all the right-thinking people, believes that capitalism needs to be reformed. Elizabeth Warren calls her version Accountable Capitalism. Marco Rubio dusted off an 1891 speech by Pope Leo to advocate what he calls Common Good Capitalism. Both are attempts to correct what these lawyers see...
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 weighs in on all the post-pandemic discussion about a New Normal in the financial markets.