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

FOMC Minutes: The New Narrative Takes Shape
Nothing the Fed did today or has done up to today has changed the curves. The only thing that has changed since early January is the narrative.
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More TIC December: More Shadow(s) Than Shadow Money
The TIC data for December 2018 starts out well enough, exactly the way it should. The headline says foreigners sold a record amount of US$ assets in that month. Anyone paying attention during it would be the opposite of shocked.
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Something Different About This One
In Japan, they call it “powerful monetary easing.” In practice, it is anything but.
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Getting Back Up To Speed On Loss Of Speed In US Economy
For much of 2018, the idea of “overseas turmoil” lived up to its name. At least in economic terms.
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EC Not Even PBOC Supports Yuan’s Reserve Role
China’s yuan just isn’t a stable currency. I don’t mean its exchange value, either. CNY floats up and down on the whims of the eurodollar.
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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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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