Weekly Market Pulse (VIDEO)
Alhambra CEO explains where the yield curve inversion went, what's happening to real interest rates, and the impact on the dollar and commodities.
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun reacts to last week's inversion of the yield curve and what investors should do now.
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: All Clear?
Why did stocks sell off in recent months? Was it the emergence of the Omicron variant? That was a popular narrative right after Thanksgiving but that lasted less than a month before stocks decided to look past COVID make a new high right after the new year. Was the correction due to fears of the Fed raising interest rates and [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun talks about whether we are in a bear market, facts about the economy, credit spreads, yield curve, interest rates, changes to Alhambra Portfolios, and why you must have an investment plan that includes strategy AND tactics.
Weekly Market Pulse: Is This A Bear Market?
I don't know the answer to the question posed in the title. No one does because the future is not predictable. I don't know what will happen in Ukraine. I don't know how much what has already happened there - and what might - matters to the US and global economy. I don't know if the Fed is making a [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses the impact of the Ukraine/Russia situation on oil, recession, European stock markets, and Alhambra portfolios.
Weekly Market Pulse: Oil Shock
Crude oil prices rose over 25% last week and as I sit down to write this evening, the overnight futures are up another 8% to around $125. Almost every other commodity on the planet rose in prices last week too, as did the dollar. Those two factors - rising dollar and rising commodity prices - mean the likelihood of recession [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses the Russian invasion of Ukraine, the global economic impact and possibilities, and whether you should get out of foreign investments.
Weekly Market Pulse: Well, That Was A Surprise
Last week when I wrote this weekly piece, the S&P 500 futures were down 80 points as Russia appeared poised to attack Ukraine, which they ultimately did last week. Today I sit here to write again and the futures are once again down, this time around 100 points. What's interesting is that the level this evening is well above last [...]
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