Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.
Weekly Market Pulse: There Is No Certainty In Investing
Investors crave certainty. They want to know that there are definitive signals for them to follow as they adjust their investments to fit the current market and economy. They want to know that A leads to B leads to C. Tea leaf readers are always in high demand on Wall Street and they continue to find employment despite their almost [...]
Ask Bob: Complex Assets
Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one that lets you and the charity win.
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses whether the economy is in early or late cycle, what last week’s employment numbers really mean, and two concerning economic indicators.
Weekly Market Pulse: A Most Unusual Economy
The employment report released last Friday was better than expected but the response by bulls and bears alike was exactly as expected. Both found things in the report to support their preconceived notions about the state of the economy. I do think the bulls had the better case on this particular report but there have been plenty of others recently [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses the need for a broader perspective on the market to get a better sense of what's really going on.
Weekly Market Pulse: Things That Need To Happen
Perspective: per·spec·tive | \ pər-ˈspek-tiv b: the capacity to view things in their true relations or relative importance Merriam-Webster Perspective is something that comes with age I think. Certainly, as I've gotten older, my perspective on things has changed considerably. As we age, we tend to see things from a longer-term view. Things that seemed so important at the time, years ago, turned out [...]
Leave It To Eurodollar
It was the laziest of arguments, saturated with desperation, too, the equivalent of waving around sophistry to answer for the painfully contradictory truth. Now that feces and fans are getting further acquainted, we have the necessary perspective to settle the matter once and for all. The matter refuses to be settled, however; I mean, it’s 2022 and we’re still arguing [...]
Eurodollar Futures Interpretation Is Everywhere
Consumer confidence in Germany never really picked up all that much last year. Conflating CPIs with economic condition, this divergence proved too big of a mystery. When the German GfK, for example, perked up only a tiny bit around September and October 2021, the color of consumer prices clouded judgement and interpretation of what had always been a damning situation.From [...]
Getting Whipped Will Really Hurt
The Federal Reserve’s various branches don’t just do manufacturing surveys anymore. This is a modern economy, after all, meaning industry isn’t the same top dog as what it used to be. While still important, and still able to tear down even the global-iest synchronized of growth-y, services are the big macro enchilada. Reflecting this fact, there are now regional Fed [...]
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