Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun explains why investors should follow the advice of the ancient Greeks and their Delphic Maxims.
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.
Market Currents: Outlook on Commodities and Gold
Commodities and Gold are important parts of any portfolio. Steve Brennan and Alhambra CEO discuss current trends as well as what to own and when.
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 [...]
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 [...]
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: Good News, Bad News
One thing I can tell you for certain about last week's big rally on Thursday and Friday: there were a lot of people who desperately wanted a good excuse to buy stocks. And buy they did after a better-than-expected CPI report Thursday morning, pushing the S&P 500 up nearly 6% on the week with all of that coming on Thursday [...]
Boom & Bust
Jerome Powell has said repeatedly that the Fed's goal is to get rates higher and leave them there for an extended period of time. He believes that the mistake of the 70s was that once higher rates snuffed out inflation, the Fed cut rates too quickly and the inflation returned. I think the mistake of the 70s was that, by [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun has an opinion on why the market was on a roller coaster after the Fed statement last week; There’s more than one way to calculate the 10/3 yield curve, and don’t put all you hope on a single market indicator.
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