Alhambra CEO Joseph Y. Calhoun discusses the Katona effect in light of last week's 10-year low consumer sentiment number and the 30-year high inflation number.
Alhambra CEO Joe Calhoun reviews good and not-so-good economic reports from last week, new highs in the markets, and the growing trend of speculation with stocks and cryptocurrencies.
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 describes the move in bonds last week, what it means, and how it's different than a similar move in the spring of 2021.
Alhambra CEO Joe Calhoun talks about last week's rise in bond yields and what it means.
An exclusive "Hedgeye Investing Summit" interview between Joe Calhoun, Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough. https://app.hedgeye.com/insights/105243-joe-calhoun-keith-mccullough-hedgeye-investing-summit?with_category=17-insights
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.
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 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 responds to questions about a slowing economy, long-term economic impacts of COVID, stock prices and the business cycle.