Alhambra CEO Joe Calhoun gives a refresher on nominal and real interest rates and what they're saying right now about the investor fear factor.
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 explains where the yield curve inversion went, what's happening to real interest rates, and the impact on the dollar and commodities.
Real interest rates have turned positive for the first time in 2 years. Alhambra CEO Joe Calhoun describes two big implications for investors.
Alhambra CEO Joe Calhoun discusses last week's crazy market, earnings season, and changes to Alhambra portfolios.
Is Jerome Powell as tough as he thinks he is? Alhambra CEO Joe Calhoun has his thoughts, plus surprises last week in housing, especially in the refi 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...
Alhambra CEO Joe Calhoun weighs in on all the post-pandemic discussion about a New Normal in the financial markets.