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

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Tidbits Of Further Warnings: Houston, We (Still) Have A (Repo) Problem
Despite the name, the Fed doesn’t actually intervene in the US$ repo market.
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China’s Dollar Problem Puts The Sync In Globally Synchronized Downturn
Because the prevailing theory behind the global slowdown is “trade wars”, most if not all attention is focused on China. While the correct target, everyone is coming it at from the wrong direction.
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Benign Neglect Check
A eurodollar is more about the “euro” than the more obvious monetary denomination. Since it began the eurodollar has nothing whatsoever to do with the euro. But those four letters mean absolutely everything as the world’s fate remains tied to them.
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The Inflation Check
After constantly running through what the FOMC gets (very) wrong, let’s give them some credit for what they got right - though this will still end up as a backhanded compliment.
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Never Attribute To Malice What Is Easily Explained By Those Attributing Anything To Term Premiums
The latest FOMC minutes raised the recession issue, and then term premiums quickly changed the subject. Unfortunately, the subject was changed to swapping T-bill collateral for bank reserves.
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From JOLTS Series Shift To Series Of Rate Cuts
It’s practically rote recitation at this point. Powell is more robot than a thinker. The economy, he will keep saying no matter what happens, is favorable particularly because of the strong labor market. Forever strong.
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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

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PERSONAL BLOG

Latest Posts
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 5 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 1 month)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications