Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses last week's action with Facebook & Amazon and says diversification is not dead.
Weekly Market Pulse: Are You Diversified?
There were some wild, unprecedented - frankly stunning - swings in some very large, high-profile stocks last week. The press concentrated on Meta, nee Facebook, and Amazon as the yin and yang, the negative and positive, of the market. Facebook (how long before Zuckerberg abandons Meta? I give it a year) managed to lose a quarter of a trillion dollars [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses last week's crazy market, earnings season, and changes to Alhambra portfolios.
Weekly Market Pulse: Fear Makes A Comeback
Fear tends to manifest itself much more quickly than greed, so volatile markets tend to be on the downside. In up markets, volatility tends to gradually decline. - Philip Roth Be fearful when others are greedy and be greedy when others are fearful. - Warren Buffett The new year hasn't gotten off to a great start for growth stocks or [...]
Weekly Market Pulse: A Very Contrarian View
What is the consensus about the economy today? Will 2022 growth be better or worse than 2021? Actually, that probably isn't the right question because the economy slowed significantly in the second half of 2021. The real question is whether growth will improve from that reduced pace. The Atlanta Fed GDPNow tracker now has Q4 growth all the way down [...]
SPECIAL REPORT: 2021 In Review
No one knows what the future holds. Not me, not you, and certainly not Wall Street. But while the future is impossible to see, the present is clear for anyone willing to listen to the story the market tells every day. Here's what it said in 2021: Click here to download “2021 In Review: Year End Economic Assessment” (Sign-Up Required). This report includes [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe discusses a shift in the market the first week of the new year, as well as the dollar, a big miss on employment numbers, a high quits rate, and good export numbers.
Weekly Market Pulse: On Second Thought…
In individuals, insanity is rare; but in groups, parties, nations, and epochs, it is the rule. Friedrich Nietzsche The new year got off to quite a bang last week. It was almost as if someone flipped a switch and investors/traders suddenly decided that all that stuff they believed last year was just so passe. Growth stocks? Nah, who wants [...]
SPECIAL REPORT: 2021 In Review
No one knows what the future holds. Not me, not you, and certainly not Wall Street. But while the future is impossible to see, the present is clear for anyone willing to listen to the story the market tells every day. Here's what it said in 2021: Click here to download “2021 In Review: Year End Economic Assessment” (Sign-Up Required). This report includes [...]
Eurodollar University Episode 177, Part 1: Confirming Euro$ Inversion And Its Huge Signal
177.1 Eurodollar Warning Confirmed(?) by USA GER JPN & CHN———Ep 177.1 Summary———The Eurodollar futures curve inverted on December 1st - what's happened since? Also, does the American, German and Japanese sovereign bond market corroborate the Eurodollar futures warning? Lastly, does China's lowering of its bank Required Reserve Ratio buttress the E$ warning too? ———Ep 177.1 Topics——— 00:00 INTRO: Updating the [...]
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