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 ... more

ALL CONTRIBUTIONS

Always Shrinking
I have no idea if Sir John Bond, former head of HSBC, is or was superstitious, but if he wasn’t maybe it would have helped the bank if had been.
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Not Recession, Systemic Rupture – Again
We have suffered through another systemic rupture, one that criminally wasn’t even admitted as a possibility by authorities until just recently.
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Time To Add Mexico?
Is Mexico about to go down the same road as China, Brazil, and so many others have the past few years? The more interesting question may be what took so long, if they are.
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Of Banks, Europe, Euros, And Eurodollars
A credit-based currency system means all currencies connected to that system are subject to that which creates, or destroys, credit: bank balance sheet capacity.
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FOMC: All Those Times We Said QE Was Going To Work, We Really Meant That It Could Work
There was an extremely odd dynamic for monetary policy during the 1990’s and especially in the United States. The less Alan Greenspan said, the more markets were convinced he knew what he was doing.
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Banks, Not France, Germany, Or Europe And Euros
If more people desire a certain thing, in a free market the price of that certain thing will go up regardless of any possible inherent value. Indeed, that is how market consensus is supposed to work, the backbone of efficient markets.
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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 (4 years 8 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 (16 years 4 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications