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

Leave It To Eurodollar
In the parlance of wannabe technocrat-speak, the Fed’s “reaction function” has supposedly been categorically changed even from last year.
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Eurodollar Futures Interpretation Is Everywhere
Markets have moved on from “if” and “when” to now “how bad.”
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Demand Down, Supply Down, Ugly Up
While the rest of the world only now begins to make peace with recession, we’ve seen it coming the whole way. And now what we see from here is…even worse.
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Getting Whipped Will Really Hurt
There are now regional Fed services surveys producing services indices to go along with the manufacturing sentiment stuff.
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Nasty Number Five, Not Hawk Hiking CBs
From all around the world, data in every corner, market prices all over the place, it’s globally synchronized Euro$ #5 that’s just now starting to get nasty.
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Widespread Sentiment Declines, Particularly Manufacturing New Orders
It’s an ominous though hardly surprising development. This has been shocking for those involved.
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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 (10 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 (21 years 11 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications