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

Xi’s National Security ‘Stimulus’ Reaches The People’s Bank Of China
Xi announced his big “stimulus” would focus on “national security”, and that brings a fresh – and terrifying – meaning to the word “stimulus” as it is now being applied to the central bank.
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T-bills Targeted Target
T-bill rates have been so low, the 4-week so far down under RRP and IOER, and then going lower, the problem of tight collateral supply and redistribution has itself become the baseline case.
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EC Looking Back At Chaotic March Through TIC
March ended up being a pretty wild ride. Looking back on it using the updated TIC data for that volatile month, it shows the usual behavior consistent with a Euro$ #5 hitting its next step.
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Shipping Around Retail ‘Inflation’
Consumers are paying a lot more and getting a little less than last year, furthermore, this has come at the expense of spending on services that you don’t see in retail sales (but do elsewhere like GDP).
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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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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