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

What About Copper?
The FOMC doesn’t like bonds. Never has. What about copper?
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The Transitory Story, I Repeat, The Transitory Story
The rate cuts are coming, and like last time the FOMC will be forced kicking and screaming into them wondering the whole time how the NYSE and Nasdaq could have possibly led them astray.
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China’s Big Stimulus
Earlier this month, the People’s Bank of China (PBOC) reduced the percentage of liquid reserves some banks are required to hold.
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Proposed Negative Rates Really Expose The Bond Market’s Appreciation For What Is Nothing More Than Magic Number Theory
By far, the biggest problem in Economics is that it has no sense of itself. There are no self-correction mechanisms embedded within the discipline to make it disciplined.
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Three-For-One In Poor Housing Data
Homebuilders are increasingly pessimistic, especially in the single-family space. This is, by far, the biggest housing slump since the last true bust (discounting the aftermath following the tax credit “stimulus” in 2010).
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The Chicago Way Isn’t Even Partway And It’s Still Not Good For Powell, US Economy
Whether or not the CFNAI has improved upon forecasting techniques is an open debate.
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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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Work Experience

Chief Investment Strategist
Alhambra Investment Partners, LLC.
July 2012 - Present (7 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 (18 years 8 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications