Market Currents: A Repeat of the 70’s
The Federal Reserve is making the same mistakes of the 1970s, rapid hikes which could lead to rapid decreases, which could lead to the same, painful results. Alhambra CEO Joe Calhoun explains.
Market Currents – What Caused Inflation and How to Fix It
Who caused today's high inflation? Alhambra CEO Joe Calhoun unmasks those responsible and talks about how it can be fixed.
Powell’s Epiphany: There is No Free Lunch p2 Neutralizing the Money is Inflationary
Pandemic Wealth Effect The top 1% of the US made about $14T or $4.2M per person. The next 19% made about $20T or $318,000 per person. The next 30% made about $5T or $50,000 per person. The bottom 50% made about $1T or $6,000 per person. The resulting inflation is at a 40yr high and Powell wants the money back. [...]
Market Currents: Fed Confusion
The Federal Reserve seems confused about its role in inflation and unemployment. Alhambra's Steve Brennan and Joe Calhoun discuss it.
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, [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses the crazy volatility in last week's stock market and bond market, and whether the Fed will get involved.
Weekly Market Pulse: Just A Little Volatility
Markets were rather volatile last week. That's a wild understatement and what passes for sarcasm in the investment business. Stocks started the week waiting with bated (baited?) breath for the inflation reports of the week. It isn't surprising that the market is focused firmly on the rearview mirror for clues about the future since Jerome Powell has made it plain [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun has strong words about the next anticipated Fed rate hike, what's really happening with the economy, and what he thinks about last week's OPEC decision to cut oil production.
Weekly Market Pulse: The Real Reason The Fed Should Pause
The Federal Reserve has been on a mission lately to make sure everyone knows they are serious about killing the inflation they created. Over the last two weeks, Federal Reserve officials delivered 37 speeches, all of the speakers competing to see who could be the most hawkish. Interest rates are going up they said, no matter how much it hurts, [...]
Market Currents: The Untold Reality of Quantitative Easing
Good, bad, or ugly? Alhambra CEO discusses the untold reality of Quantitative Easing.
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