Chief Investment Strategist at Alhambra Investment Partners LLC
Contributor's Links: Alhambra Investment Partners

As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.
Jeff joined Atlantic Capital Management, Inc., in Buffalo, NY, as an intern while completing studies at ... more

ALL CONTRIBUTIONS

Crude Contradictions Therefore Uncertainty And Big Volatility
What’s keeping oil up, even if in a more volatile fashion, is the fact that for flagging demand the supply still isn’t keeping up.
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Synchronizing Chinese Prices And Consequences
It isn’t just the vast difference between Chinese consumer prices and those in the US or Europe, China’s CPI has been categorically distinct from China’s PPI, too.
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EC Peak Inflation, Not What You Think
Has “inflation” peaked? For one month, it might seem this way.
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Eurobonds Behind Euro$ #5’s Collateral Case
History repeats because everyone listens to the Fed.
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Industrial Synchronized Demand
Are the industrial commodities starting to get a whiff of demand-side rejection? Short-run trends suggest that this could be the case.
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Neither Confusing Nor Surprising: Q1’s Worst Productivity Ever
With a negative GDP number, productivity wasn’t going to be good no matter what. But, as it turned out, it was the worst…ever.
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STOCKS I FOLLOW

CMG Chipotle Mexican Grill Inc.
DB Deutsche Bank AG
GS Goldman Sachs Group Inc.
JPM JPMorgan Chase & Co.
MCD McDonald's Corporation

TWEETS

PERSONAL BLOG

Latest Posts
Things You Didn’t Know Were Tax Deductions
Have you ever had that sick feeling in the pit of your stomach when you realize there was a tax deduction you could have taken and didn’t?
A Domestic Conversation
Once you realize negative yielding sovereign bonds aren’t investments, they are balance sheet tools for global banks, things start to fall into place.

Work Experience

Chief Investment Strategist
Alhambra Investment Partners, LLC.
July 2012 - Present (10 years)

Alhambra Investment Partners, founded in 2006, is a registered investment advisory company. Our founder, Joe Calhoun envisioned a company dedicated to serving individual investors with honesty, integrity and compelling expertise.

Owner, President & CIO
Atlantic Capital Management
January 2001 - Present (21 years 8 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications