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

It Doesn’t Just Disappear From The “V” Side
The Census Bureau reported today record levels of retail sales during July 2020. Yet, like PMI’s, it’s another example of what looks like a “V” that is only partway to really being one.
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You Need NIRP But Because NIRP You Then Need To Lessen NIRP; Or, Just Trust US, This Stuff Just Works
The Bank of Japan has been paying Japanese banks a supplement on loans they collateralize with the central bank.
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Fama 2: No Inflation For Old Central Banks
The Bureau of Labor Statistics reported that the core CPI in July 2020 jumped by the most (+0.62%) in almost thirty years.
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Inflation Hysteria 2: Because…Reasons
Lots more QE (and other “money printing”) in 2020, therefore the foregone mainstream conclusion that inflation is right here in front of us. It has to be, right? No fighting the flood myth.
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Science Of Sentiment: Zooming Expectations Wonder
The European bloc would borrow from the markets as a single unit rather than individual nationalities. Funds will then get disbursed to the hardest-hit regions most of them as grants rather than loans.
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A Second JOLTS
Quite a lot of people believe today that the Fed flooded the world with dollars and liquidity. Most if not all of the same people think that the federal government has been “stimulating” in a way that would make FDR blush.
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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