Video by Alhambra Investments via YouTube
Source
Alhambra CEO Joe discusses a shift in the market in the first week of the new year as well as the dollar, a big miss on employment numbers, a high quits rate and good export numbers.
00:03 The beginning of the 2022 market
01:21 Growth expectations going up
03:42 The dollar
06:09 Changes to our portfolio
09:01 Big miss on employment numbers
10:00 The high quits rate
12:06 Export numbers
12:35 "Bless Your Heart"