Joseph Y. Calhoun III

About Joseph Y. Calhoun III

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So far Joseph Y. Calhoun III has created 2050 blog entries.

Global Asset Allocation Update: The More Things Change…

By |2019-02-22T10:08:02-04:00February 22nd, 2019|Alhambra Portfolios|

I haven't written a formal asset allocation update since November so this one will be a little bit of catch-up for non-clients as we did make some minor changes in early January. On January 7th we shifted our bond allocation somewhat to reduce duration. Continuing to hold longer-dated bonds at that point essentially meant betting [...]

Market at the Crossroads

By |2019-02-14T08:58:08-04:00February 14th, 2019|Markets|

i went to the crossroad, fell down on my knees i went to the crossroad, fell down on my knees asked the lord above “have mercy, now save poor bob, if you please” yeoo, standin’ at the crossroad, tried to flag a ride ooo eee, i tried to flag a ride didn’t nobody seem to [...]

Monthly Macro Monitor – January 2019

By |2019-01-24T17:30:37-04:00January 24th, 2019|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Monthly Macro Monitor, Politics|

A Return To Normalcy In the first two years after a newly elected President takes office he enacts a major tax cut that primarily benefits the wealthy and significantly raises tariffs on imports. His foreign policy is erratic but generally pulls the country back from foreign commitments. He also works to reduce immigration and roll [...]

Living In The Present

By |2019-01-10T17:15:44-04:00January 5th, 2019|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Politics, Real Estate, Stocks, Taxes/Fiscal Policy|

The secret of health for both mind and body is not to mourn for the past, nor to worry about the future, but to live in the present moment wisely and earnestly. Buddha Review It's that time of year again, time to cast the runes, consult the iChing, shake the Magic Eight Ball and read [...]

Monthly Macro Monitor – November 2018

By |2018-11-29T21:46:14-04:00November 29th, 2018|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Monthly Macro Monitor, Stocks|

Is the Fed's monetary tightening about over? Maybe, maybe not but there does seem to be some disagreement between Jerome Powell and his Vice Chair, Richard Clarida. Powell said just a little over a month ago that the Fed Funds rate was still "a long way from neutral" and that the Fed may ultimately need [...]

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