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 discusses zooming out on the market, and what the 10-year treasury is saying about future growth, inflation, the dollar, and oil.
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 gives a refresher on nominal and real interest rates and what they're saying right now about the investor fear factor.
Alhambra's CEO talks about last week’s disastrous market and the spike in interest rates, similar to what we saw in June, and the coming recession.
Alhambra CEO Joe Calhoun talks about Omicron and market movement, the big picture of economic recovery, and the U.S. Dollar uptrend.
Are investors at the point of maximum pessimism? Alhambra CEO Joe Calhoun talks about a horrible 3rd quarter, sentiment, and where investors can look right now.
Good, bad, or ugly? Alhambra CEO discusses the untold reality of Quantitative Easing.
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.
International events and a strong U.S. dollar and not decimating foreign markets as you would expect. And things look even better if viewed through the lens of local currencies. Alhambra CEO Joe Calhoun breaks down the Currency Illusion.