Joseph Calhoun
Seeking Alpha
Miami, FL, United States
Contact Joseph
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Joseph:
Weekly Market Pulse: What Moves Markets
Stocks generally perform much better when inflation is falling than when it is rising. Rates are in a short-term and intermediate-term uptrend. → Read More
Weekly Market Pulse: Good News Is Good News
I think everyone can agree that stocks and bonds sold off last year because interest rates rose. → Read More
Weekly Market Pulse: Patience Is Required
The last year has been a tough one for investors but the frustration actually extends back further than just 2022. → Read More
Weekly Market Pulse: Look Up In The Sky... It's A UFO
Markets have pushed out the recession start date over the last two weeks. Short-term rates markets show rates peaking in late Q3 or Q4 - which wouldn't be the case if recession were imminent → Read More
A Heavy-Duty Recession Indicator
Since 1973, there have been 7 recessions and heavy truck sales fell before each one with a lead time of about 13 months. Read more here. → Read More
Weekly Market Pulse: Happy Days Are Here Again
The transmission mechanism for higher rates to work on the economy would be through borrowing and lending. Find out more here. → Read More
This Is The Soft Landing. What Now?
The massive fiscal expansion during COVID and the Fed’s accommodation of that spending via QE is what caused the spike in prices over the last 18 months. Find out more here. → Read More
Weekly Market Pulse: First, Kill All The Speculators
The Fed meets this week and is widely expected to raise the Fed Funds rate by 0.25% to a range of 4.5% - 4.75%. → Read More
Weekly Market Pulse: A Fatal Conceit
Everyone wants to buy bonds right now because everyone knows the US is headed for recession. → Read More
Weekly Market Pulse: Maybe It Was Transitory After All
Stocks and bonds rallied as the Fed’s Whip Inflation Now project seems to be finally bearing some fruit. Click here to find out more. → Read More
Market Trends: Large Cap Equity
US Large Cap stocks are still in a short-term downtrend but the long-term uptrend is intact. International Large Cap stocks are in a short-term uptrend versus US Large Cap. → Read More
Weekly Market Pulse: The Consensus Will Be Wrong
The rising dollar was more difficult to apply to portfolios. We would normally expect commodities and gold to perform poorly in a rising dollar environment but both outperformed stocks. → Read More
Great News! Consumer Sentiment Is Awful
Poor sentiment isn’t a reason to shy away from making good investments. It is hard to buy when everyone is telling you how awful things are but that is exactly what great investors do. → Read More
Weekly Market Pulse: Follow The Delphic Maxims
Today, everyone knows the yield curve is inverted and that recession always follows yield curve inversions. Read more to see the weekly market pulse. → Read More
Weekly Market Pulse: Currency Illusion
Stocks and bonds were higher last week while commodities once again fell with crude oil. The drop in crude, by the way, isn’t what the economic bears want it to be. → Read More
Weekly Market Pulse: I Don't Know
We have several indications that the US economy is slowing and at least one that points to recession soon and maybe now. → Read More
Weekly Market Pulse: Good News, Bad News
The average spread between the 10-year Treasury and the 30-year mortgage rate has averaged 1.7% since 1990 and now stands at 2.9%. → Read More
Boom And Bust
It isn’t the level of rates that has the biggest impact on the economy, it’s the rate of change. Read more here... → Read More
Weekly Market Pulse: It’s Always Different This Time
The trend for the dollar and the 10-year Treasury yield is still up but, as I said last week, both appear to be hitting a short-term peak. → Read More
Weekly Market Pulse: Rational Optimist
The Fed is going to meet this week and the course of the stock and bond markets, at least for a while, will be determined by what is decided at the FOMC meeting. Read more. → Read More