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

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TIC: You Really Can’t Say Enough About Not Enough Collateral
It makes sense that those surviving in the securities lending business would look overseas for inventory. Who holds the most UST’s on the planet? It used to be insurance companies (and subs) who were more than willing to lend them out for a spread.
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Official Hedging Begins (Again)
History repeats because no one was listening the first time. “Overseas turmoil” was never fully explained, never once were any of these officials made to answer for the dollar.
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In A Booming Economy, You Make And Sell Cars
If the economy was really booming, Americans, Europeans, and the Chinese would be buying cars. Lots of them. They aren’t and in the US they haven’t been for many years.
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Retail Sales Marked By Revisions
Retail sales rebounded 0.8% in October 2018 from September 2018, but it’s the downward revisions to the prior months that are cause for attention.
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In A Booming Economy, You Borrow And Build
American industry is neither borrowing nor building (nor paying labor) like there is robust opportunity in front of everyone. It’s just not there.
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The Obvious Politics Of Downturn(s)
QE never worked to begin the millennium and it doesn’t now, no matter how many additional letters and numbers are added to it.
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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 (6 years 6 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 (18 years 2 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications