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

Brazil’s Reasons
Brazil is another one of those topics which doesn’t seem to merit much scrutiny apart from morbid curiosity. Unless you set out to buy an emerging market ETF heavily weighted in the direction of South America, Brazil’s problems can seem a world away.
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Basic China Money Math Still Doesn’t Add Up To A Solution
China’s central bank keeps attempting various and more extreme measures to alleviate itself from a “dollar” problem that just won’t go away. In that light, the Chinese are at the very least not alone.
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Committing To A World Without 3%
Time doesn’t factor in that analysis. But if it wasn’t a recession, then what was it? Answer that question and 3% growth becomes no longer a dream but a distant floor. That’s the only political equation that really matters.
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Fading Further And Further Back Toward 2016
Earlier this month, the BEA estimated that Disposable Personal Income in the US was $14.4 trillion (SAAR) for April 2017. If the unemployment rate were truly 4.3% as the BLS says, there is no way DPI would be anywhere near to that low level.
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What We Are After
I expect fully that the global economy will become unleashed and that when it does throw off the monetary anchor it will be a very, very bad time to be a bond investor.
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Now China’s Curve
The Chinese Treasury bond curve that suddenly holds authorities’ attention is a product of the same global affliction.
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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)

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 8 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications