I have often been accused over the years of being too optimistic and I will plead guilty to having a little rose-colored tint in my glasses. I am an optimist by nature and I search constantly for good things to write about. There are more than enough people out there willing to tell you the world is coming to an [...]
There's talk that the next Fed rate hike will push the economy into recession. Alhambra CEO Joe Calhoun points out signs to look for before the beginning of a recession.
Is Jerome Powell the worst Federal Reserve Chairman of all time? Alhambra CEO Joe Calhoun lays out the case.
Inflation is posing substantial additional risk to growth stocks, lowering demand and pushing money into other markets. Doug Terry, Alhambra's Head of Investment Research dissects cause and effect.
The Cleanest Dirty Shirt It’s easy to overestimate the problems the United States faces while underestimating its strengths. The challenges are certainly significant. Politics have seldom been so divisive. The government is running an annual deficit of over a trillion dollars, with a total debt many times that. Inflation has spiked. The Fed has been hiking interest rates at a [...]
Is the Fed doing more harm than good? Alhambra CEO Joe Calhoun says the Fed just needs to shut up.
It’s a bear market and you expect to have volatility, but volatility is trending even higher. Steve Brennan talks with Doug Terry, Head of Alhambra Research about what factors may push the volatility envelope.
Is the Fed Changing its mind about hike, hike, hike? Alhambra CEO Joe Calhoun talks about the latest Fed headline, as well as a full slate of economic news this week and the inversion of the 10/3 yield curve.
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, [...]
Stay In Touch