Joseph Calhoun | TalkMarkets | Page 2
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 Investments at ...more

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Weekly Market Pulse: Is The Recession Finally Here?
You need to sell when things look great – but not too soon – and buy when things look awful – but not too soon.
Market Pulse: Presidential Portfolios
What you can expect over the next 9 months is a laundry list of campaign promises that neither candidate will be able to deliver, endless handicapping from pundits, some truly awful debates...Democracy in action.
Perspective On A New Year
I’m back! I took most of the month of December off, as I do every year, to do some thinking. Per the title of this essay, the purpose of these year-end musings is to gain some perspective.
Weekly Market Pulse: Is The S&P 500 Still Uninvestable?
Two years ago, I wrote a weekly commentary titled Who’s The Sucker, in which I made the case that the S&P 500 was not a prudent investment. The use of the word prudent was intentional as investment advisors are held to a fiduciary standard.
Weekly Market Pulse: Some Things To Be Thankful For
We have a lot to be thankful for here in the US of A. It is sometimes hard to remember that while being constantly bombarded by negative news, about the economy and the country more generally.
Weekly Market Pulse: Has Inflation Really Peaked?
Stocks, REITs, and bonds all rallied last week on the back of what was interpreted as good news on inflation.
Weekly Market Pulse: Dark Matter
Term premium and similar terms are the last refuge of central planning scoundrels everywhere. It is the fudge factor central bankers are using today to explain the recent rise in long term interest rates.
Weekly Market Pulse: Monetary Policy Is Hard
The market decided last week that interest rates have peaked for this cycle. And if rates have peaked then all the assets that have been pressured over the last two years can finally come up for air.
Weekly Market Pulse: Follow Buffett’s Rule
The problems we face today, from wars to inflation to dysfunctional politics, are serious but they are no more serious than those we’ve faced in the past.
Weekly Market Pulse: An Ego Driven Fed
I watched Powell’s talk at the NY Economic Club last week and the minute-by-minute changes in the markets based solely on what was coming out of his mouth. And what he said was….I’m going to be polite here….devoid of intellectual rigor.
Weekly Market Pulse: Prophets Of Doom
I said a couple of years ago that I thought that once all the distortions were past, we’d be back to where we started prior to COVID, but with more debt. I’m starting to wonder if I may have been too pessimistic.
Weekly Market Pulse: Good News Is Good News Is Good News
The employment report Friday seemed like a good one. The unemployment rate was unchanged as the economy added 336,000 jobs in September. Average hourly earnings were up 0.2% for the month and 4.2% year over year.
Weekly Market Pulse: Patience Is A Virtue
There are always reasons to not invest, always potential problems on the horizon, always a recession in our future. That’s a reason to diversify and think long term, not to withdraw and seek safety.
Weekly Market Pulse: Higher For Longer
Higher for longer is what the Fed intend to do with interest rates and investors finally decided to believe them last week.
Weekly Market Pulse: Where Are The Extremes?
If an investor is to make tactical changes to their portfolio it is in the extremes where they will find their greatest opportunities.
Weekly Market Pulse: Wrong Again
There were some very smart people a year ago saying that you couldn’t kill inflation without a big rise in unemployment.
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