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

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Revisiting Hong Kong (For Reasons We Wish We Wouldn’t Have To)
"A string of Hong Kong-listed stocks plunged without warning in afternoon trading." The share prices of these companies and others fell quickly enough but didn’t recover. It seems as if HK is a little lacking on the liquidity side.
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Hall Of Mirrors, Where’d The Labor Shortage Go?
It really doesn’t give us much by way of information about the economy, the Beige Book instead tells us what our central bankers think of it.
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That’s A Big Minus
Goods require money to finance both their production as well as their movements. They need oil and energy for the same reasons.
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This Isn’t The First ‘Fed Pause’
The strongest economy in decades would never have been cut off by another 1%, at least if it was actually strong in any realistic sense.
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EC Souring, Not Soaring
USTs and eurodollar futures had been saying all along throughout the entire run of Reflation #3 that the chances the global economy was going to soar were nowhere near the chances it was going to sour.
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The Bookkeeper’s Pen, But Which Bookkeeper?
Once you get past the unearned mystique about QE and bank reserves, then you can get into what the real monetary system looks like. It’s a far larger, more exhaustive journey still, this half-century of shadow money darkness.
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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 8 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 4 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications