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

Momentum Lost? Private Income Corroborates Possibility Presented By Claims
Entering 2020, before COVID, private income derived from all sources had slowed to the lowest rate since 2010. A.ccording to the latest annual revisions 2019, was more recessionary than previously thought especially in the middle and toward the end.
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Those Three Weeks Of Hysteria
The Fed Chairman needs you to believe that his institution performed splendidly, even to the point of saving the world yet again.
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It Was Bad. The End. (Not Quite)
It’s not like this economic collapse snuck up on anyone, nor did its scale and depth. We’ve all known from the very beginning what the deal was going to be.
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That’s Probably Why Only Half A “V”
Why only half a “V?” If the latest PMI’s are anywhere close to accurate, and they don’t have to be all that close, then the production side of the economy may have stalled out somewhere nearer the trough of this contraction.
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OMG The Dollar!
The way you hear it nowadays, the dollar just can’t catch a break. If it’s not a load of “V’s” indicated by some obscure data point, then it is Jay Powell who is clearly gunning for the US currency.
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The Fastball Behind Strike 3
For a brief few weeks, reopening euphoria gripped the bond market. Well, not the bond market exactly, it was limited to the commentary surrounding a minor back up in nominal yields. Really, not much.
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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

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 (8 years 3 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 (19 years 11 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications