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.
Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.
Alhambra CEO Joe Calhoun explains why investing right now is counterintuitive.
Alhambra CEO Joe Calhoun discusses negative investing trends, last week’s negative GDP report, and the outlook for future rate increases by the Federal Reserve.
Alhambra CEO Joe Calhoun tells a Tale of Two Economies, conflicting reports, who he’s listening to and not taking the reports at face value.
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.
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 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.
Since the spring of 2021, 33 million Americans have quit their jobs. It’s a movement that’s been dubbed “The Great Resignation.”
A new survey by Pew Research breaks down the reasons for the Great Resignation: 63% quit because of low pay, 63% quit because they felt there were no opportunities...
Alhambra CEO Joe Calhoun reacts to last week's inversion of the yield curve and what investors should do now.