Alhambra CEO Joe Calhoun says it may be time to go contrarian. He specifically talks about stocks, bonds, & commodities.
An exclusive "Hedgeye Investing Summit" interview between Joe Calhoun, Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough. https://app.hedgeye.com/insights/105243-joe-calhoun-keith-mccullough-hedgeye-investing-summit?with_category=17-insights
Alhambra CEO Joe Calhoun reviews good and not-so-good economic reports from last week, new highs in the markets, and the growing trend of speculation with stocks and cryptocurrencies.
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 Omicron and market movement, the big picture of economic recovery, and the U.S. Dollar uptrend.
No Place to Hide! Alhambra CEO Joe Calhoun talks about the disastrous close to last week's market, its causes, and results.
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.
Last week was one of the worst weeks in the history of the US stock market. Thursday’s plunge was the worst one-day loss other than the crash of 1987. Friday’s recovery was stunning as well but big rallies are typical of bear markets and that is, unfortunately, where we...