Alhambra CEO Joe Calhoun discusses China's Evergrand, this week's Fed meeting, the overpriced stock market, and the latest CPI numbers and reports.
Alhambra CEO Joe Calhoun talks about last week's economic reports versus the bond market, what the bond market is telling us, Omicron and its effect on the market, and what investors should be watching right now.
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.
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 talks about whether inflation has peaked, the JOLTS report, new company formations, consumer sentiment, and what investors should do to wrap up 2021.
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 discusses zooming out on the market, and what the 10-year treasury is saying about future growth, inflation, the dollar, and oil.