Alhambra CEO Joe discusses a shift in the market the first week of the new year, as well as the dollar, a big miss on employment numbers, a high quits rate, and good export numbers.
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 the impact of the Ukraine/Russia situation on oil, recession, European stock markets, and Alhambra portfolios.
Alhambra CEO Joe Calhoun says it may be time to go contrarian. He specifically talks about stocks, bonds, & commodities.
Alhambra CEO Joe Calhoun responds to pundits who say recession is inevitable. Plus discussion about changes to Alhambra portfolios.
Alhambra CEO Joe Calhoun talks about whether the market sell-off is over, positive spots in the market, and underlying trends.
Alhambra CEO Joe Calhoun looks at whether investors have reached maximum pessimism and if now is the time to go heavier into the market.
A short interview with Jeremy Siegel by Robert Huebscher in Advisor Perspectives. Siegel touches on a number of interesting topics:
The US stock market is fairly cheap at 16 times next year's earnings - as long as interest rates are around 3%.
The volatility we've been seeing lately is...