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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Canada Trade, Plain And Simple
Like the Federal Reserve, Canada’s central bank has been “tightening.” The policy lever had been lifted four times starting in July 2017. It is expected that when monetary officials meet in Ottawa tomorrow they will vote for a fifth.
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COT Blue: A Short-Term Path For Powell
This market schizophrenia has been repeated, in fact, that’s what these reflation periods generally amount to. It is emotional and to a certain extent irrational, but always understandable.
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Stop(ped) The (Printing) Press
Banks in China have to hoard liquidity ahead of their weeklong holidays, twice each year. The bigger of the two, related to the Chinese New Year, occurs in either January or February.
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It’s A Slump Now
If it wasn’t before, it is definitely a slump now. The National Association of Realtors (NAR) said today that the sales of existing homes across the US in September 2018 fell more than 3% seasonally-adjusted from August.
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What Do They Know?
The Steering Committee for the International Monetary Fund (IMF) warned last week that tighter financial conditions globally are a risk. A bit late perhaps, but that’s how these things go.
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China’s Economy Is Not Crashing, It’s Worse Than That
The latest Chinese economic statistics are for several of them the lowest in some time. Starting with real GDP, at just 6.5% in Q3 2018, it’s the slowest pace since the first quarter of 2009.
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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 5 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 1 month)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications