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

US Sales And Production Remain Virus-Free, But Still Aren’t Headwind-Free
The lull in US consumer spending on goods has reached a fifth month. The annual comparisons aren’t good, yet they somewhat mask the more recent problems appearing in the figures.
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European Data: Much More In Store For Number Four
The European part of this globally synchronized downturn is already two years long and only now is it becoming too much for the catcalls to ignore. Central bankers are trying their best, obviously, but the numbers just aren’t stacking up their way.
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You Shouldn’t Miss The Cupom
There were rumors that Banco (central) do Brasil was intervening or was going to intervene in its local currency markets, which may be an important signal.
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The Dollar’s Demise And All That
Back last June, the dollar had broken its upswing. DXY, one major dollar index, had fallen sharply as had most if not all of the rest.
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As The Data Comes In, 2019 Really Did End Badly
Things had already begun moving in the right direction. Transitory headwinds and disinflationary pressures were, to some officials, moved out.
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I For One Welcome Our New Robot Overlords
In gross economic terms, it may seem like the robot invasion is a 21st-century phenomenon. It isn’t.
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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 9 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 5 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications