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.
Alhambra CEO Joe Calhoun says the cure for high prices is high prices. He looks at current supply & demand, the S&P 500, bonds, commodities, and what investors should consider right now.
Where are interest rates going? Doug Terry, Alhambra's Head of Investment Research, offers his thoughts.
Is the Fed’s monetary tightening about over? Maybe, maybe not but there does seem to be some disagreement between Jerome Powell and his Vice Chair, Richard Clarida. Powell said just a little over a month ago that the Fed Funds rate was still “a long way from neutral” and that...
Everyone, or at least all the right-thinking people, believes that capitalism needs to be reformed. Elizabeth Warren calls her version Accountable Capitalism. Marco Rubio dusted off an 1891 speech by Pope Leo to advocate what he calls Common Good Capitalism. Both are attempts to correct what these lawyers see...
With a big run-up in the market last week, Alhambra CEO Joe Calhoun talks about what to do if the Bear Market is over and if it isn't.
Alhambra CEO Joe Calhoun talks about Omicron and market movement, the big picture of economic recovery, and the U.S. Dollar uptrend.
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 discusses last week's uptrend in the dollar, the falling growth cycle in the economy, interest rates, and gold.