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

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Case Study In Denial
Today’s advance estimate of GDP growth for 2017:Q1 from the Commerce Department was 0.7%, substantially weaker than the latest FRBNY Staff Nowcast of 2.7%.
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EC The Weight Of Economic Risks
The internals of the GDP report were as ugly as the headline. The major source of weakness was what was supposed to be the sole source of strength – consumers.
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This Is Not Expansion
The advance estimate for Q3 2016 GDP was 2.9%, at the time the highest in two years dating back to 2014. It has since been revised up to nearly 3.5%, which does on the surface seem like an economy more so on the move.
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Tomorrow’s GDP Report Will Confirm The ‘Jobs Saved’ Economy Remains
The advance estimate for GDP is scheduled for release tomorrow, and by current estimates it should be a total washout.
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Durable Goods Grow Indicating Lack Of Growth
The true nature of our current economic condition is not defined by the narrow comparison to the worst point or points of last year, but instead by wider reflection of what clearly is still missing.
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Still In So Many Ways 2014
In so many ways we are just repeating these processes over and over again; is this 2017, or 2014? Each time it appears to have ended, and everyone breathes their collective sigh of relief, the world goes back to its ignorance having learned nothing.
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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 10 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 6 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications