Howard Gold had an article last week at Marketwatch:
Why is the US stock market weak? Because the economy is too strong.
What does it mean for the economy to be "too strong"? Isn't growth supposed to be good for stocks? Gold's reasoning is that Fed tightening is driving up the...
Alhambra CEO Joe Calhoun talks about whether inflation has peaked, the JOLTS report, new company formations, consumer sentiment, and what investors should do to wrap up 2021.
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 discusses a shift in the market the first week of the new year, as well as the dollar, a big miss on employment numbers, a high quits rate, and good export numbers.
Alhambra CEO Joe Calhoun reacts to last week's inversion of the yield curve and what investors should do now.
Alhambra CEO Joe Calhoun discusses the hazards of financial news, over-speculation in the market, the prudent person investment rule & reports on retail sales, industrial production, and the housing market index.
Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.