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

The Auto Business Is Overall Business
According to estimates released this week by the Federal Reserve inside its Industrial Production series, MVA’s continue to slump. At 11.18 million in July 2018, that is about the same as revised estimates for June.
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Reflation Rollover Japan
Industrial Production in Japan is perhaps the best, most accurate barometer of the global economy and whatever its marginal direction.
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What’s Hot Isn’t Retail Sales Growth
Overall, retail sales gained 6.41% year-over-year (unadjusted) last month. That followed an unusually large downward revision for June which cut more than half a percent off that month’s increase.
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On Which Side Is HKD?
Just look at the history of the exchange value and it’s quite clear that Hong Kong is pressured like everyone else when eurodollar capacity, in all its forms, is squeezed.
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Collateral Silos And The Deflationary Gold Rush
Gold’s down again, and the dollar is up. Eurodollar squeeze or economic boom?
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Pure Corruption
The CBO has released its latest estimates for economic potential, and therefore what might remain of what economists call the “output gap”.
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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 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 (17 years 11 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications