Joseph Calhoun | TalkMarkets | Page 5
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
65 to 80 of 331 Posts
<<< 1 ... 3 4 5 6 7 ... 21 >>>
Weekly Market Pulse: Happy Days Are Here Again!
Stocks were down Friday on a very good employment report and some other positive economic data as interest rates rose across the curve. Of course, everyone who wants to see something wrong with the economy found something wrong with the report.
This Is The Soft Landing. What Now?
Whether this turns into recession or not depends on what consumption does from here.
Weekly Market Pulse: First, Kill All The Speculators
It is likely that we get past the current market turmoil without much more – or any more – damage. But the next round won’t be as easy.
Weekly Market Pulse: A Fatal Conceit
We have no control over the economy at all and trying to guess the outcome of all the interactions and feedback loops in our modern global economy takes time away from working on what we can control.
Weekly Market Pulse: Maybe It Was Transitory After All
The inflation report last week was met with a big sigh of relief by investors. Stocks and bonds rallied as the Fed’s Whip Inflation Now project seems to be finally bearing some fruit.
Market Trends: Large Cap Equity
A look at large cap stocks, both domestic and international.
Weekly Market Pulse: The Consensus Will Be Wrong
What’s your outlook for this year? If you’re reading this hoping I’ll let you have a peak at my crystal ball, you’re going to be disappointed. Because I don’t have a crystal ball and neither, I hasten to add, does anyone else in this business.
Great News! Consumer Sentiment Is Awful
Stock markets bottom when things look awful. Consumer sentiment is merely one way to measure that awfulness. But poor sentiment isn’t a reason to shy away from making good investments.
Weekly Market Pulse: Happy Holidays
After a week of dismal economic reports and Fed action, we had a continuation of selling pressure in the markets.
Weekly Market Pulse: Follow The Delphic Maxims
As the yield curves continue to invert across more and more maturities, investors who haven’t acted yet feel an urgency to join the crowd in anticipating the recession that has defied the bears’ predictions by refusing to arrive.
Weekly Market Pulse: Currency Illusion
Don’t be fooled by the currency illusion. And don’t let home country bias prevent you from seeing good investments wherever they are.
Weekly Market Pulse: I Don’t Know
Is the US economy on the verge of recession? Is it already in recession? We have several indications that the US economy is slowing and at least one that points to recession soon and maybe now.
Weekly Market Pulse: Good News, Bad News
The most economically sensitive sectors rallied the most last week. That is basically a bet on a soft landing, a bet that the Fed can kill inflation without killing the economy.
Boom & Bust
The Fed’s constant tinkering with interest rates adds volatility and uncertainty to the business investment equation. It can, therefore, be credibly argued that the Fed’s constant interventions lower long-term economic growth.
Weekly Market Pulse: It’s Always Different This Time
The FOMC met last week and raised the Fed Funds rate by 0.75%. The bond and stock markets reacted not to this action but to the commentary provided by the committee in its statement and by Chairman Jerome Powell at his post meeting press conference.
Market Currents: Demographic Trends Now Inflationary
Demographic trends are changing the economic landscape in the United States. The older population is growing rapidly while the working population is shrinking.
65 to 80 of 331 Posts
<<< 1 ... 3 4 5 6 7 ... 21 >>>