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Author: Joseph Y. Calhoun III

Dare To Be Different

I skate to where the puck is going to be, not where it has been. Wayne Gretzky I took my wife to dinner Saturday night at a local, boutique hotel. The Willcox Hotel was established in the late 19th century to cater to the Winter Colony of wealthy northerners who spent their winters in South Carolina. […]

A Heavy Duty Recession Indicator

I was reading Bill McBride’s blog, Calculated Risk, recently and came across this post on heavy truck sales as a recession indicator. As Bill notes: Usually, heavy truck sales decline sharply prior to a recession.   Sales were solid in January. It certainly looks like sales do indeed peak before recession. But how long before recession? […]

Currency Illusion

When we think about the challenges facing an investor today, the big problems, the things we worry about that could cause a lot more harm than some interest rate hikes, are mostly outside the United States. China is prominent this weekend because of demonstrations against their zero-COVID policies. The Chinese people appear to be pretty […]

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