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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EC Monthly Macro Monitor – June 2020
The stock market has recovered most of its losses from the March COVID-19 induced sell-off and the enthusiasm with which stocks are being bought – and sold but mostly bought – could lead one to believe that the crisis is over.
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We Have Reached The Silly Phase Of The Bull Market
Have we entered a new bull market? Was the 35% pullback in the S&P 500 in March the fastest bear market in history?
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Beware Of Accepted Wisdom
Most everyone has heard of the Chinese proverb – or curse – that wishes one to live in “interesting times”.
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EC Market Vs Economy: A Time Mismatch
The economic news over the last month has been as awful as anyone alive has ever seen.
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Do We Need A “New” Capitalism?
Everyone, or at least all the right-thinking people, believes that capitalism needs to be reformed.
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OPEC + Reality
The timeline for recovery in the oil market was obviously overly optimistic. Markets now have to price in something that takes longer; a more drawn-out affair.
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Comments

Latest Comments
Keystone Comes A Cropper
3 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 7 months)
Owner
Alhambra Investment Partners LLC
July 2006 - Present (14 years 3 months)

 

 

 

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

Education

University of South Carolina-Columbia
Engineering
1979 / 1982

Publications