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


Italy Went Boom A Long Time Ago (And That’s The Point)
The Italians have witnessed one hackneyed scheme after another, none of them whether domestic or originating in Brussels having so much as a measurable impact on Italy’s truly dire economic situation.
China’s Monetary Shell Game (Confirmed For Step 2)
Chinese bank reserves contracted in April 2018 for the first time in almost two years. The decline was small, just 0.2%, but it is still represents a significant deviation from the limited growth since the turmoil in 2015 and early 2016.
TIC In March
Global liquidations occurred during January and February. Therefore, it was reasonable to speculate upon Japanese origins of those liquidations.
Chart Of The Week; On The Contrary
It has been far more difficult to pick one Chart of the Week this week. There is so much going on right now, most of it revolving around the possible re-rising of the “dollar.”
Welcome Back To The Wasteland
An economic system is predestined to grow. Authorities need only let it happen by clearing the way and given enough time it will. That’s why people fear the crash most because the real disaster is thought to be impossible.
Term Bubble Premiums
Since nobody can seem to agree on what is an asset bubble, it’s that much more difficult to try and estimate its end.


CMG Chipotle Mexican Grill Inc.
DB Deutsche Bank AG
GS Goldman Sachs Group Inc.
JPM JPMorgan Chase & Co.
MCD McDonald's Corporation



Latest Posts

Work Experience

Chief Investment Strategist
Alhambra Investment Partners, LLC.
July 2012 - Present (5 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 (17 years 7 months)

Portfolio Manager & Investment Researcher


Canisius College
1992 / 1996