Market Currents: FTX Shows the System is Crooked
The collapse of FTX is shining light on corruption, influence peddling, conflict of interest, and much more. Steve Brennan and Alhambra CEO Joe Calhoun break it down.
SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era
With inflation recently hitting a high not seen since 1981, it is now apparent that the factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big factors that combined to hold down prices and wages for so long, are reversing, and so too is the downtrend in prices, wages, [...]
Market Currents: Opportunities in the Stock Market
Even in the current market, there are opportunities to invest. Steve Brennan and Alhambra CEO Joe Calhoun discuss developing trends, shifts in the stock market, and when it may be time to switch from defense to offense.
Weekly Market Pulse (VIDEO)
What caused the rally in stocks and bonds last week? Alhambra CEO Joe Calhoun talks about the CPI numbers, the break in Treasury and Dollar uptrends, interest rates, and lag time to recession.
Market Currents: Predicting The Next Recession
Is recession coming? When? Can we tell? Steve Brennan and Alhambra CEO Joe Calhoun look at specific language from Jerome Powell, if there will be a soft landing, and whether a peak in interest rates gives any indication about the timing of a recession.
Weekly Market Pulse: Good News, Bad News
One thing I can tell you for certain about last week's big rally on Thursday and Friday: there were a lot of people who desperately wanted a good excuse to buy stocks. And buy they did after a better-than-expected CPI report Thursday morning, pushing the S&P 500 up nearly 6% on the week with all of that coming on Thursday [...]
Market Currents: Do Yield Curves Indicate Recession?
Everybody is talking about the yield curve today. How good are they at indicating a coming recession and what influences them? Steve Brennan talks about it with Alhambra CEO Joe Calhoun.
Market Currents: Fed Punishing Middle Class
Is the Fed punishing the middle class? Steve Brennan talks to Alhambra CEO Joe Calhoun about the Fed’s focus on killing jobs and stopping wage increases in an attempt to slow inflation. Has the Fed gone too far, too fast?
Market Currents: An Aging Population is Not Disinflationary
It’s a myth that an aging population is deflationary. Steve Brennan and Alhambra CEO Joe Calhoun look at where the myth came from and the difference between its beginnings and what’s going on today in the United States.
Boom & Bust
Jerome Powell has said repeatedly that the Fed's goal is to get rates higher and leave them there for an extended period of time. He believes that the mistake of the 70s was that once higher rates snuffed out inflation, the Fed cut rates too quickly and the inflation returned. I think the mistake of the 70s was that, by [...]
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