Alhambra CEO Joe Calhoun reacts to last week's inversion of the yield curve and what investors should do now.
Most everyone has heard of the Chinese proverb – or curse – that wishes one to live in “interesting times”. You’ve probably also heard that in Chinese the word “crisis” is composed of two symbols, one that denotes “danger” and another that means “opportunity”. Well we certainly live in...
Alhambra CEO Joe Calhoun compares the similarities between today's bear market and past ones, plus last week's data on the economy, employment, and whether the new data points to recession.
Stocks have stumbled into October with the S&P 500 down about 6% as I write this. The source of equity investors' angst is always hard to pinpoint and this is no exception but this correction doesn't seem to be due to concerns about economic growth. At least not directly.
The...
Alhambra CEO Joe Calhoun discusses last week's uptrend in the dollar, the falling growth cycle in the economy, interest rates, and gold.
Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.