Market Currents: Political Populism…the Economic Causes
Demographics and Globalization are driving political change. Alhambra CEO Joe Calhoun talks about causes and unintended consequences.
Market Currents: Demographic Trends Now Inflationary
Demographic trends are changing the economic landscape in the United States. The older population is growing rapidly while the working population is shrinking. The labor shortage is also adding to the problem. Steve Brennan and Alhambra CEO Joe Calhoun break it down.
The End of China’s High Tech Aspirations?
Forget a gradual decoupling from China. In October, the Biden administration announced new export controls and rules that effectively decapitate China’s semiconductor industry. The ramifications go beyond semiconductors to everything touched by them, including potentially ending nearly all of China’s high-tech aspirations. U.S. companies are now banned from exporting advanced chips to China without special exemptions. But the rules go [...]
Weekly Market Pulse: Rational Optimist
I have often been accused over the years of being too optimistic and I will plead guilty to having a little rose-colored tint in my glasses. I am an optimist by nature and I search constantly for good things to write about. There are more than enough people out there willing to tell you the world is coming to an [...]
Market Currents: Signs the Fed is Causing Recession
There's talk that the next Fed rate hike will push the economy into recession. Alhambra CEO Joe Calhoun points out signs to look for before the beginning of a recession.
Market Currents: Is Powell The Worst Fed Chair?
Is Jerome Powell the worst Federal Reserve Chairman of all time? Alhambra CEO Joe Calhoun lays out the case.
Market Currents: Inflation Risks For Growth Stocks
Inflation is posing substantial additional risk to growth stocks, lowering demand and pushing money into other markets. Doug Terry, Alhambra's Head of Investment Research dissects cause and effect.
The Cleanest Dirty Shirt
The Cleanest Dirty Shirt It’s easy to overestimate the problems the United States faces while underestimating its strengths. The challenges are certainly significant. Politics have seldom been so divisive. The government is running an annual deficit of over a trillion dollars, with a total debt many times that. Inflation has spiked. The Fed has been hiking interest rates at a [...]
Market Currents – Market Volatility
It’s a bear market and you expect to have volatility, but volatility is trending even higher. Steve Brennan talks with Doug Terry, Head of Alhambra Research about what factors may push the volatility envelope.
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