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 the 50-year anniversary of coming off the gold standard, and market-based dollar prices
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 Joe Calhoun responds to pundits who say recession is inevitable. Plus discussion about changes to Alhambra portfolios.
The Federal Reserve seems confused about its role in inflation and unemployment. Alhambra's Steve Brennan and Joe Calhoun discuss it.
Is Jerome Powell as tough as he thinks he is? Alhambra CEO Joe Calhoun has his thoughts, plus surprises last week in housing, especially in the refi market.
Alhambra CEO Joe Calhoun talks about Omicron and market movement, the big picture of economic recovery, and the U.S. Dollar uptrend.