Joseph Calhoun | TalkMarkets | Page 3
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

Articles

Latest Posts
33 to 48 of 329 Posts
<<< 1 2 3 4 5 ... 21 >>>
Weekly Market Pulse: The Fault Is Not In R-Star
The Fed is trying to steer the economy with 19th century navigation equipment and a broken rudder. They shouldn’t be trying to steer at all and they have much less control over the destination than they or most people believe.
Weekly Market Pulse: Is The Correction Over?
Put/call ratios have risen with the equity only ratio rising above 1 last week, a level usually associated with the bottom of corrections.
Weekly Market Pulse: A Positive Feedback Loop?
If real interest rates reflect investment demand in the real economy – and that’s pretty standard theory – then rising real rates is obviously a positive sign for the future.
Weekly Market Pulse: Expect The Unexpected
The stock market was down a little over 2% last week in what may be the start of a larger correction. Or not. Technically one can make a case for more downside to the 50 day moving average, a pullback of 5%, and then a resumption of the uptrend.
Weekly Market Pulse: Soft Landing?
The economy continues to perform better than expected despite the Fed raising interest rates steadily – and fairly rapidly – over the last year.
Weekly Market Pulse: The Broadening
This market rally from the lows of October 2022 continues to surprise and impress.
Weekly Market Pulse: Where’s That Correction?
Market sentiment today is the polar opposite of where it was last October when the market was making its bear market low.
Weekly Market Pulse: Recession 2025?
Why aren’t we in recession yet? That’s a question that has been asked often over the last year but with no real satisfying answer.
Weekly Market Pulse: Growth Stocks Win The First Half
The first half of the year is over and despite a few bank failures and three more rate hikes by the Fed, stocks and bonds both managed to produce gains in the first six months of 2023, but growth stocks were the big winners.
Weekly Market Pulse: Correction?
It appears we have started the third correction in stocks since the bottom in October of last year.
What’s The Consensus, Kenneth?
I don’t think there is much of a consensus about the economy as a whole right now. I guess the closest you could come to consensus is that a recession will happen fairly soon but not too soon.
Macro: Residential Construction
Housing starts rebounded nicely in May to 1631 units from a revised lower 1340 units in April. Permits went up sequentially as well, just not as much. Both series are above the historic mean and median levels.
Weekly Market Pulse: Caveat Emptor
Everyone knows that growth stocks have been on a tear this year but what is more interesting is the divergence in performance between indexes with similar names.
All About The Benjamins
No one could have possibly been surprised by the Fed’s lack of action on Wednesday.
Weekly Market Pulse: Beware The Aftershocks
GDP growth in Germany was negative for two quarters but with the DAX still near its high, it doesn’t seem to be striking fear in the hearts of investors. I’d say European growth has downshifted but so has the US and the relative change is small.
Weekly Market Pulse: Signal To Noise Ratio
There is more information available today to the average investor than ever but the signal-to-noise ratio is the lowest ever too.
33 to 48 of 329 Posts
<<< 1 2 3 4 5 ... 21 >>>