SPECIAL REPORT: Is The Stock Market Overvalued?
Alhambra CEO Joe Calhoun discusses stock market valuation, whether the market is overvalued or undervalued, and how Alhambra Investments arrives at that conclusion.
SPECIAL REPORT: When Will Interest Rates Peak?
Joe explains why he thinks rates are about to peak. He also does some teaching about the correlation between interest rates, GDP, Nominal GDP, and more.
SPECIAL REPORT: Follow The Money Series – The Times They Are A-Changin’
The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame? Joe Calhoun connects the dots in the 7th issue of Follow the Money, [...]
Weekly Market Pulse: The Broadening
*This week's Market Pulse will be a short one, as Joe is on a well-deserved weekend getaway. This market rally from the lows of October 2022 continues to surprise and impress. It started off as a very narrow rally where a few big tech names were pushing the S&P 500 higher, but there is much more participation now. This stock [...]
SPECIAL REPORT: Follow The Money Series – The Times They Are A-Changin’
The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame? Joe Calhoun connects the dots in the 7th issue of Follow the Money, [...]
SPECIAL REPORT: Follow The Money Series – The Times They Are A-Changin’
The US economy was supposed to be in recession by now, right? The yield curve inverted almost a year ago and a slew of other reliable recession indicators have been flashing red for some time. Why not this time? Could the unprecedented response to COVID be to blame? Joe Calhoun connects the dots in the 7th issue of Follow the Money, [...]
Ask Bob: Gifting
Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.
Weekly Market Pulse: Happy Holidays
We received a host of economics reports this past week; some good, others not so much. The week started with the Consumer Price Index report coming in better than expected at an increase of just 0.1% from the previous month (7.1% from a year ago), compared with respective estimates of 0.3% and 7.3%. This is great news (and the market [...]
Weekly Market Pulse: Envy
Legendary investor and Berkshire Hathaway vice-chair Charles Munger recently stated: "The world is not driven by greed. It’s driven by envy." I think this perfectly encapsulates our current investing era. In a day and age where social media has replaced not only traditional news media but human interaction, where influencers and gamers are top career aspirations for the nation’s youth, [...]
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