Weekly Market Pulse (VIDEO)
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.
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses how last week's Federal Reserve meeting contained nothing new and actually confirmed what the markets have been saying about interest rates and recession.
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun talks about investor psychology toward current markets and how investor foibles never change. He also discusses the uptrend in the 10-Year Treasury and the Dollar.
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun tells a Tale of Two Economies, conflicting reports, who he’s listening to and not taking the reports at face value.
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses whether the economy is in early or late cycle, what last week’s employment numbers really mean, and two concerning economic indicators.
Weekly Market Pulse: No One Said This Was Easy
Be fearful when others are greedy and greedy when others are fearful. Warren Buffett People are always asking me where's the outlook good, but that's the wrong question. The right question is: Where is the outlook the most miserable? Sir John Templeton, The Principle of Maximum Pessimism I don't know if we're at the point of maximum pessimism yet but [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun responds to pundits who say recession is inevitable. Plus discussion about changes to Alhambra portfolios.
Weekly Market Pulse (VIDEO)
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.
Weekly Market Pulse (VIDEO)
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.
Weekly Market Pulse: Discounting The Future
The economic news recently has been better than expected and in most cases just pretty darn good. That isn't true on a global basis, as Europe continues to experience a pretty sluggish recovery from COVID. And China is busy shooting itself in the foot as Xi pursues the re-Maoing of Chinese society, damn the economic costs. But here in the [...]
Stay In Touch