Alhambra CEO Joe Calhoun talks about investors who sold out at the market low this summer, why you need strategy and tactics in your investment plan, and the current state of stocks, bonds, and possible recession.
Alhambra CEO Joe Calhoun talks about whether we are in a bear market, facts about the economy, credit spreads, yield curve, interest rates, changes to Alhambra Portfolios, and why you must have an investment plan that includes strategy AND tactics.
Alhambra CEO Joe Calhoun tells a Tale of Two Economies, conflicting reports, who he’s listening to and not taking the reports at face value.
Alhambra CEO Joe Calhoun discusses negative investing trends, last week’s negative GDP report, and the outlook for future rate increases by the Federal Reserve.
Alhambra CEO Joe Calhoun explains why investing right now is counterintuitive.
Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.
Alhambra CEO Joe Calhoun discusses whether the economy is in early or late cycle, what last week’s employment numbers really mean, and two concerning economic indicators.
Alhambra CEO Joe Calhoun discusses the craziness of the latest "Free Lunch" investment, plus last week's market and the effects of the dollar, credit spreads, and commodities.
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 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.