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

Another Round Of Transitory: US Retail Sales & (Revised) IP
Same stuff, different month.
Read
Copper Corroding PPI
Yesterday, lumber. Today, copper. The “doctor” has been in reverse for better than two months now, with trading in the current session pounding the commodity to a new multi-month low.
Read
Lumbering Economy And The Curves Behind Transitory Inflation
While capital “E” economics can never seem to get out of its own, infatuated with statistics and regressions instead, small “e” economics is proven time and again.
Read
Global Factors First: Was There A US CPI Today?
Even outside of gasoline, prices are up strongly, too. Core consumer prices (seasonally-adjusted) another half a percent, itself the second highest in very long time (only less than April).
Read
The Inflation Emotion(s)
Inflation is more than just any old touchy subject in an age overflowing with crude, visceral debates up and down the spectrum reaching into every corner of life.
Read
An Entirely Too Familiar American (Anti)Inflationary Anecdote
One of the more compelling aspects of the last labor shortage, in an outright contradictory way, was how it was entirely made up of anecdotes.
Read

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 (9 years 1 month)

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 9 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications