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

Dealers’ Choice: Repo Facts Are Indeed Very Stubborn Things
The biggest thing about September’s repo rumble wasn’t the double-digit GC rate(s), it was the timing.
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If Trade Wars Couldn’t, Might Pig Wars Change Xi’s Mind?
For the Communist Chinese government, its first priority has been changed by unforeseen circumstances. At the worst possible time, food prices are skyrocketing.
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The BIS Misses An Opportunity To Get Consistent With The Facts
Much has been made about the repo market since mid-September.
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EC You Can't Bring It Back Up If You Have No Idea Why It Falls Down
The principle is of pump priming is simple enough, and it was Keynes who gave the idea its intellectual framework. During a depression, or even a recession, depressed “aggregate demand” can be shifted higher by an influx of government spending.
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Disposable (Employment) Figures
Despite the constant attention and overhyped focus on them, payroll reports really, really don’t mean all that much by themselves. They are perfectly disposable figures.
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A Time Recession
Eurostat confirmed earlier yesterday that Europe has so far avoided recession. At least, it hasn’t experienced what Economists call a cyclical peak. During the third quarter of 2019, Real GDP expanded by a thoroughly unimpressive +0.235% (Q/Q).
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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 (7 years 7 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 3 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications