CEO of Alhambra Investment Partners
Contributor's Links: Joseph Calhoun

Joe has worked in the financial services industry since 1992 in various capacities, including Operations Manager, Compliance Manager, Registered Representative and Portfolio Manager. From 1997 to 2006, when he founded Alhambra Investment Management, Mr. Calhoun was a Director of ... more

ALL CONTRIBUTIONS

Monthly Macro Monitor – November 2018
Q3 GDP was a little better than expected but the details were not nearly as positive as the headline.
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Monthly Macro Monitor – October 2018
Stocks have stumbled into October with the S&P 500 down about 6% as I write this. The source of equity investors’ angst is always hard to pinpoint and this is no exception but this correction doesn’t seem to be due to concerns about economic growth.
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Special Edition: Markets Under Pressure
Voltaile hardly describes the market this week. It doesn't qualify as a correction but big numbers frighten people. Diversification hasn't paid dividends until it does, like this week.
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Global Asset Allocation Update – September 2018
The risk budget is unchanged again this month. For the moderate risk investor, the allocation between bonds and risk assets is 50/50.
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Global Asset Allocation Update - Friday, August 3
The risk budget is unchanged again this month. For the moderate risk investor, the allocation between bonds and risk assets is evenly split.
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Global Asset Allocation Update - Wednesday, July 25
The risk budget is unchanged this month. For the moderate risk investor, the allocation to bonds and risk assets is evenly split. There are changes this month within the asset classes.
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Comments

Latest Comments
Keystone Comes A Cropper
1 year ago

I question the very first assumption in that infographic. Unless oil prices remain high there is no economic reason to mine tar sands in Alberta. It is expensive, dirty oil. Is it economic at $45? I have my doubts. And if it isn't, there is no reason for the pipeline. Having said that, if Trans-Canada wants to build it with their own funds, let'em. If it fails their shareholders will pay the price.

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STOCKS I FOLLOW

BBY Best Buy Co.
CAG ConAgra Foods Inc.
DB Deutsche Bank AG
FB Facebook Inc
GE General Electric Company
IBM International Business Machines Corporation
MCD McDonald's Corporation
SPLS Staples Inc.
WMT Wal-Mart Stores Inc.

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Work Experience

Editor
Real Clear Markets
February 2011 - Present (8 years)
Owner
Alhambra Investment Partners LLC
July 2006 - Present (12 years 8 months)

 

 

 

Various
Oppenheimer & Co.
January 1997 - July 2006 (9 years 8 months)

Education

University of South Carolina-Columbia
Engineering
1979 / 1982

Publications