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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Political Economics
Who President Trump ultimately picks as the next Federal Reserve Chairman doesn’t really matter. Unless he goes really far afield to someone totally unexpected, whoever that person will be will be largely more of the same.
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Officially A No-Growth World
China can’t renegotiate the eurodollar system unilaterally with only themselves. Thus, what else can they do but work behind the scenes for ad hoc de-dollarization while out front making the best of a truly dangerous proposition.
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Sinking Apartments (Not From Storms)
Housing construction continues to slow in 2017, dragged down by fewer multi-family projects. Total permits and starts have essentially flatlined since 2015, a further slowdown from one already slowdown.
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A Derivatives Look At What Happened To ‘Reflation’
The Office of the Comptroller of the Currency (OCC) reports that total gross notional derivatives contracts owned and outstanding by domestic banks rose for the second straight quarter.
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Dollar Denial
The flattening of the yield curve in 2017 as merely continuing the trend since Reflation No.2 broke down almost four years ago is the bond market telling the world of this imbalance of money and the very real risks it imposes. Rinse. Repeat.
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European Growth: Distinct Lack Of Good Faith?
It all starts with people like Draghi and Yellen who continue to plead some degree of ignorance, to claim that there is no problem that enough time won’t fix. Time is instead running out.
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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 (5 years 4 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)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications