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 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.
Alhambra CEO Joe Calhoun responds to questions about a slowing economy, long-term economic impacts of COVID, stock prices and the business cycle.
One of the things I've been pondering lately is the possibility that we are in the midst of a regime shift. I'm not talking about a cyclical change but rather a long term, secular one. For all of my investing career - and for almost everyone's entire investing life...
Alhambra CEO talks about last week's reversal in bonds yields, if there's a growth scare, what the yield curve is saying, plus reports on wages & salaries, core capital goods, and jobless claims.
Alhambra CEO Joe Calhoun discusses the crazy volatility in last week's stock market and bond market, and whether the Fed will get involved.
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.
Alhambra CEO explains where the yield curve inversion went, what's happening to real interest rates, and the impact on the dollar and commodities.