Alhambra CEO talks about last week's reversal in bonds yields, if there's a growth scare, what the yield curve is saying, plus reports on wages & salaries, core capital goods, and jobless claims.
Everyone, or at least all the right-thinking people, believes that capitalism needs to be reformed. Elizabeth Warren calls her version Accountable Capitalism. Marco Rubio dusted off an 1891 speech by Pope Leo to advocate what he calls Common Good Capitalism. Both are attempts to correct what these lawyers see...
Alhambra CEO Joe Calhoun discusses last week's uptrend in the dollar, the falling growth cycle in the economy, interest rates, and gold.
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 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 talks about investors panicking "in" to markets instead of out.
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.