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 talks about whether we are in a bear market, facts about the economy, credit spreads, yield curve, interest rates, changes to Alhambra Portfolios, and why you must have an investment plan that includes strategy AND tactics.
What caused the rally in stocks and bonds last week? Alhambra CEO Joe Calhoun talks about the CPI numbers, the break in Treasury and Dollar uptrends, interest rates, and lag time to recession.
Alhambra CEO Joe Calhoun talks about whether inflation has peaked, the JOLTS report, new company formations, consumer sentiment, and what investors should do to wrap up 2021.
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...
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.
Alhambra CEO Joe Calhoun talks about Omicron and market movement, the big picture of economic recovery, and the U.S. Dollar uptrend.
Alhambra CEO Joe Calhoun says the cure for high prices is high prices. He looks at current supply & demand, the S&P 500, bonds, commodities, and what investors should consider right now.