Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.
Alhambra CEO Joe Calhoun responds to pundits who say recession is inevitable. Plus discussion about changes to Alhambra portfolios.
Alhambra CEO Joe Calhoun talks about whether the market sell-off is over, positive spots in the market, and underlying trends.
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 compares the similarities between today's bear market and past ones, plus last week's data on the economy, employment, and whether the new data points to recession.
Alhambra CEO Joe Calhoun gives his Mid-Year 2022 update on the financial markets; what's happened, surprises, and anomalies.
Alhambra CEO Joe Calhoun discusses the impact of the Ukraine/Russia situation on oil, recession, European stock markets, and Alhambra portfolios.
Alhambra CEO Joe Calhoun discusses the need for a broader perspective on the market to get a better sense of what's really going on.
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.
