Eurodollar Deflation to Financial Repression Inflation Risks (VIDEO)
From Eurodollar Deflation to Financial Repression Inflation; the risks and the consequences.
Weekly Market Pulse: Follow The Delphic Maxims
Note: This will be my last full commentary for 2022. I will spend the month of December on research for next year, visiting with family, and taking some much-needed time off. I will still be watching markets, as will all the other members of the Alhambra team and if something happens which requires me to communicate, I'll certainly do that. [...]
Weekly Market Pulse (VIDEO)
International events and a strong U.S. dollar and not decimating foreign markets as you would expect. And things look even better if viewed through the lens of local currencies. Alhambra CEO Joe Calhoun breaks down the Currency Illusion.
Weekly Market Pulse: Currency Illusion
When we think about the challenges facing an investor today, the big problems, the things we worry about that could cause a lot more harm than some interest rate hikes, are mostly outside the United States. China is prominent this weekend because of demonstrations against their zero-COVID policies. The Chinese people appear to be pretty well fed up with the [...]
Market Currents: Add Real Estate to your Portfolio
Every great portfolio needs a volatility control. Steve Brennan and Alhambra CEO Joe Calhoun discuss the need for Real Estate as part of overall allocation.
Weekly Market Pulse (VIDEO)
Whether we're in recession depends on who you ask. Alhambra CEO Joe Calhoun looks at the data and compares this unique economic cycle with previous ones to come up with his conclusion.
Weekly Market Pulse: I Don’t Know
Is the US economy on the verge of recession? Is it already in recession? We have several indications that the US economy is slowing and at least one that points to recession soon and maybe now. From the Conference Board's release of its Leading Economic Indicators last week: “The US LEI fell for an eighth consecutive month, suggesting the economy [...]
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.
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