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

ALL CONTRIBUTIONS

TIC Confirms Pretty Much Everything
The further we go into 2018 more and more it appears likely that Reflation #3 had some time ago reached its end.
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EC Falling Starts
Home construction estimates are notoriously variable.
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Is Subprime Contained?
The whole panic and crisis and economic breakdown truly had nothing whatsoever to do with subprime.
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Gold, Dollar, And Repo: Who Cares About Taper, Or QE?
Before understanding the “rising dollar” we first have to back up and explore the deflationary wave that swept up into it.
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Sentimental Inflationary Reflation
One big piece of any PMI is prices.
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Retail Sales Still In The Green
It would be easier if we could just know the right amount of oil futures backwardation. The literal answer for the question of what’s the correct level is the curve’s shape at any given moment in time.
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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 2 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 9 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications