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

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Monthly Macro Monitor: Market Indicators Review
The growth scare has waned a bit but the economy isn’t out of the woods by a long shot. At best, current markets are predicting weak growth.
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Monthly Macro Monitor: Market Indicators Review - Friday, Aug. 30
The move in the Treasury market has been extreme and fear in the market is palpable. But for now, the only market confirming that fear is the gold market.
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Monthly Macro Monitor: Does Anyone Not Know About The Yield Curve?
The economy has slowed back to trend just as we expected. Everyone seems to believe that a global recession is inevitable but it sure doesn’t show up in this data.
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Monthly Macro Monitor - Market Indicators Review
Markets and the economy stand at a crossroad right now.
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Monthly Macro Monitor: We’re Not There Yet
The global economy has obviously slowed and that includes the US. There is nothing yet in the data or markets that warrants going on full recession alert but the slowdown does make the economy more vulnerable to a shock.
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EC Monthly Macro Monitor: Economic Reports
We are in an economic slowdown. That’s the only concrete conclusion we can draw right now from the economic data and our market indicators.
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Comments

Latest Comments
Keystone Comes A Cropper
2 years 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 (9 years 1 month)
Owner
Alhambra Investment Partners LLC
July 2006 - Present (13 years 9 months)

 

 

 

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

Education

University of South Carolina-Columbia
Engineering
1979 / 1982

Publications