Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.
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 discusses the need for a broader perspective on the market to get a better sense of what's really going on.
Alhambra CEO Joe Calhoun gives his Mid-Year 2022 update on the financial markets; what's happened, surprises, and anomalies.
Alhambra CEO Joe Calhoun looks at whether investors have reached maximum pessimism and if now is the time to go heavier into the market.
Alhambra CEO Joe Calhoun talks about the uncertainty in the market and whether this is a time to embrace risk or opportunity.
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 responds to pundits who say recession is inevitable. Plus discussion about changes to Alhambra portfolios.
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.