Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun gives a refresher on nominal and real interest rates and what they're saying right now about the investor fear factor.
Weekly Market Pulse: No News Is…
Nothing happened last week. Stocks and bonds and commodities continued to trade and move around in price but there was no news to which those movements could be attributed. The economic news was a trifle and what there was told us exactly nothing new about the economy. A report that wholesale inventories rose 0.6% cannot be turned into market moving [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun compares the similarities between today's bear market and past ones, plus last week's data on the economy, employment, and whether the new data points to recession.
Weekly Market Pulse: The More Things Change…
I stopped in a local antique shop over the weekend. The owner is retiring and trying to clear out as much as she can before they close the doors so I paid a mere $3 for the Life magazine above. I think it might be worth many multiples of that price for investors who think our situation today is somehow [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun discusses how last week's Federal Reserve meeting contained nothing new and actually confirmed what the markets have been saying about interest rates and recession.
Weekly Market Pulse: The Dog That Didn’t Bark
Gregory (Scotland Yard detective): “Is there any other point to which you would wish to draw my attention?” Sherlock Holmes: “To the curious incident of the dog in the night-time.” Gregory: “The dog did nothing in the night-time.” Sherlock Holmes: “That was the curious incident.” From Silver Blaze by Arthur Conan Doyle, 1892 It is hard to determine sometimes what [...]
Rate Hikes Are Working
New home sales were reported for July as down nearly 13% to 511K, a number that is just about the average since 2010 (543k). But that doesn't tell the whole story obviously. New home sales have fallen sharply since December of last year, down 39%. The drop from the peak in August 2020 is even more dramatic, down nearly 51%. [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun talks about investor psychology toward current markets and how investor foibles never change. He also discusses the uptrend in the 10-Year Treasury and the Dollar.
Weekly Market Pulse: Same As It Ever Was
History never repeats itself. Man always does. Voltaire Mark Twain is credited with a similar saying, that history doesn't repeat but it rhymes. Of course, there is scant evidence that Clemens said anything of the sort just as Voltaire may or may not have penned the quote above. But both men were much wittier than I - than most - [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun talks about investors who sold out at the market low this summer, why you need strategy and tactics in your investment plan, and the current state of stocks, bonds, and possible recession.
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