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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Easter Doesn’t Change Curve Crazy Retail Sales
The adjusted number for March suggests retail sales rebounded from a drop in February. Maybe even a large comeback. Month-over-month the increase was 1.4%. On a year-over-year basis, retail sales rose 3.6%.
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PMI Eruption
In 2019, the Fed’s pause isn’t the only supposed dovish turn. The ECB is back at it, having canceled its rate liftoff. And the PBOC is doing things that nobody ever cares that much to truly understand.
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Only Partial Springtime Sentiment Shift, ECB Edition
While Draghi’s reassuring pabulum made for headlines and widely disseminated media content, not everyone over there at the ECB is so confident.
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Springtime Sentiment Shift, Germany Edition
Germany’s ZEW survey became the latest to pick up a pick up in the sentiment. This particular appraisal had been one of the first early on last year to suggest a beginning slide toward downturn.
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China’s Blowout IP, Frugal Stimulus, And Sinking Capex
It had been 55 months, nearly five years since China’s vast and troubled industrial sector had seen growth better than 8%. Not since the first sparks of the rising dollar, Euro$ #3’s worst, had Industrial Production been better than that mark.
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The Rest Of February TIC
The rest of the TIC data was relatively straightforward, at least in viewing it as a proxy for monetary conditions offshore.
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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 11 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 7 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications