As I sit here Monday evening with the Dow having closed down 2000 points and the 10-year Treasury yield around 0.5%, the title of this update seems utterly ridiculous. With the new coronavirus still spreading and a collapse in oil prices threatening the entire shale oil industry, recession is now the expected outcome. Most...
Alhambra CEO Joe Calhoun talks about last week's economic reports versus the bond market, what the bond market is telling us, Omicron and its effect on the market, and what investors should be watching right now.
Alhambra CEO Joe Calhoun talks about the return of fear to the market, the 2022 selloff in risky assets including large-cap growth, what's going on with volatility, REITs, bonds, commodities, and if it's time to get greedy.
Alhambra CEO Joseph Y. Calhoun discusses the Katona effect in light of last week's 10-year low consumer sentiment number and the 30-year high inflation number.
Alhambra CEO Joe Calhoun weighs in on all the post-pandemic discussion about a New Normal in the financial markets.
Alhambra CEO Joe Calhoun responds to questions about a slowing economy, long-term economic impacts of COVID, stock prices and the business cycle.
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 Calhoun says it may be time to go contrarian. He specifically talks about stocks, bonds, & commodities.
Alhambra CEO Joe Calhoun talks about whether the market sell-off is over, positive spots in the market, and underlying trends.