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

No Doubt, There Really Will Be Two “L’s” In Payrolls
The payroll report for November 2020, like those of the previous four months, have only further corroborated and confirmed the untimely death of the recovery.
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EC Don’t Really Need ‘Em, Few More Nails Anyway
When comparing comebacks from outsized economic contractions, the best level in 2020 was entirely too equal to the best from 2010-11 – which didn’t equate to recovery then, either.
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Vaccines And Senate Subsidies, Ls And Ks
Oil’s up modestly, as are stocks and bond yields. Why aren’t they up so much more? It seems there’s a bit more pause this time around. Given past hysterias, this one almost doesn’t qualify.
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Your K Is Little More Than The Identifying Details Of This 2nd L
ADP reports today that, for the fifth consecutive month, the labor market recovery everyone had hoped for has instead been transformed into something else entirely.
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There Have Actually Been Some Jobs Saved, Only In Place Of Recovery
The ISM reported a small decline in its manufacturing PMI yesterday.
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Saving Jobs Won’t Save Us From Jaws
When the ECB went back to QE in September last year with the whole global economy facing another “unexpected” downturn, it was a ridiculous proposition.
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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 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 (20 years 3 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications