Weekly Market Pulse (VIDEO)
No Place to Hide! Alhambra CEO Joe Calhoun talks about the disastrous close to last week's market, its causes, and results.
Weekly Market Pulse: No Place To Hide
Well, that was an ugly week. Of the six major assets we track, only one was up last week - REITs. Large and small-cap stocks - down. General commodity indexes - down. Gold - down. Bonds - down. The early part of the week was actually pretty calm but Thursday and Friday - especially that close on the low Friday [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun says it may be time to go contrarian. He specifically talks about stocks, bonds, & commodities.
Weekly Market Pulse: Time To Get Contrarian?
Remember, your goal in investing isn't to earn average returns; you want to do better than average. Thus your thinking has to be better than that of others - both more powerful and at a higher level. Since others may be smart, well-informed and highly computerized, you must find an edge they don't have. You must think of something they [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO explains where the yield curve inversion went, what's happening to real interest rates, and the impact on the dollar and commodities.
Weekly Market Pulse: What Yield Curve Inversion
Well, that didn't last long. I wrote last week about the inversion of the 10-year/2-year term spread as the yield of the 2-year Treasury note rose above the yield of the 10-year Treasury note. Using end-of-day data, the curve inverted on Friday, April 1st, and stayed that way until....Monday, April 4th. The spread closed last Friday, April 8th at 19 [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun reacts to last week's inversion of the yield curve and what investors should do now.
Weekly Market Pulse: What Now?
The yield curve inverted last week. Well, the part everyone watches, the 10-year/2-year Treasury yield spread, inverted, closing the week a solid 7 basis points in the negative. The difference between the 10-year and 2-year Treasury yields is not the yield curve though. The 10/2 spread is one point on the Treasury yield curve which is positively sloped from 1 [...]
Weekly Market Pulse (VIDEO)
Alhambra CEO Joe Calhoun says the cure for high prices is high prices. He looks at current supply & demand, the S&P 500, bonds, commodities, and what investors should consider right now.
Weekly Market Pulse: The Cure For High Prices
There's an old Wall Street maxim that the cure for high commodity prices is high commodity prices. As prices rise, two things will generally limit the scope of the increase. Demand will wane as consumers just use less or find substitutes. Supply will also increase as the companies that extract these raw materials open new mines, grow more crops, or [...]
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