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

Payrolls Everywhere Else
No matter how many, or few, employees are thought to be involved in the aggregate, a private economy that doesn’t put in the hours isn’t really producing.
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Reflation Amplitude, Important, What About Frequency?
How long might we expect reflation to last? The answer: it depends. Not surprising, it’s important to realize that no two have been the same thus far.
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Reserves Are Definitely Abundant; Money’s Another Story
If QE is “money printing” and the drain in the TGA is putting back some (or a lot) of what’s already been printed, why so many contrary indications especially dating back to the early part of January?
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What If CNY’s Backdoor Still Isn’t A Big Enough Exit?
China’s currency had been on fire for seven months straight.
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Proper Skepticism Even As Aussies Experience A Proper Rout
Australia, by contrast, now that’s becoming a proper bond rout. While the country’s central bank clings to its yield curve “control” fantasy, the long end of the AGS curve has gone true vertical.
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There’s Two Sides To Synchronize
Synchronized is and has been a double-edged sword, its downside continuously hacking “decoupling” to pieces. 
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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
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 (8 years 10 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 (20 years 6 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications