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

Neither US Retail Nor Industry Ended 2019 In A Good Place
Combining retail sales with industrial production, it sure doesn’t look like the US economy began 2020 in a “good place”. It didn’t crash and burn, but the absence of something immediately worse than a sustained downturn doesn’t make it good.
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China Enters 2020 Still (Intent On) Managing Its Decline
Ongoing problems in Europe, emerging ones in the US labor market, and a Chinese economy that keeps letting everyone down – if only because the narrative-makers continue to read from Keynes.
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Germany, Maybe Europe: No Signs Of The Bottom
Germany has been Ground Zero for this globally synchronized downturn. That’s where it began, meaning first showed up, all the way back at the start of 2018.
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Why So Much Fuss Over SOFR?
More than two years into the SOFR regime, it’s not really going all that well.
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Inflation, But Only At The Morgue
Conventional wisdom says that the economy is booming again. The Global Financial Crisis was finally overcome, and the global system put right after so many sluggish years. Thank you, central bankers, for your courage!
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Why 2014? Less (Big) Banks, Fewer ‘Dollars’, No Growth
The excuses for problems in global liquidity and the dollar-based banking system, in general, have run the gamut of regulatory exercises.
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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 (7 years 8 months)

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 (19 years 4 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications