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

Where It All (Should Have) Started
The economy fundamentally is still the economy. How it operates and works deep down at its core is the same stuff economists and laypeople have been arguing over since humans first realized there was such a thing.
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Chart Of The Week: TICsense
TIC will tell you so much more about the global economy and the changes taking place within it than the Establishment Survey and unemployment rate could ever hope to.
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China’s Big Money Gamble
It is in producer prices that we see most clearly the difference between RMB hope and eurodollar reality. China’s PPI unlike its CPI surged while the PBOC’s MLF was doing a brisk RMB business with China’s big banks.
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Germany Avoids Technical Recession, Thereby Confirming High Degree Of Recession Risk?
Every recession that has ever happened was the result of (too many) one-offs. Put another way, when you leave yourself so little room that your position is how there are so many negatives it must be positive, you are trying way too hard.
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Retail Sales Landmine
The retail numbers for the December 2018 holiday season are out, and there’s no way around it; this is Christmas 2007-level bad.
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Inflation Falls Again, Dot-Com-Like
US inflation in January 2019 was, according to the CPI, the lowest in years. At just 1.55% year-over-year, the index hadn’t suggested this level since September 2016 right at the outset of what would become Reflation #3.
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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 (6 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 (18 years 5 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications