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 zooming out on the market, and what the 10-year treasury is saying about future growth, inflation, the dollar, and oil.
Alhambra CEO Joe Calhoun gives a refresher on nominal and real interest rates and what they're saying right now about the investor fear factor.
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 discusses last week's action with Facebook & Amazon and says diversification is not dead.
Inflation is painful. We’re reminded of it every time we go to the grocery store and the gas pump and when the utility bill comes. There’s a whole generation or two that’s never been through anything like this. And because it affects us on a personal level, it’s easy...
In this Weekly Market Pulse, Alhambra CEO Joe Calhoun discusses inflation, job openings, consumer sentiment, industrial production and the economic recovery.
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.
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