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

Chinese Money Math
What has changed in China? Many if not most in the West haven’t yet caught on because they can’t conceive of where all this might be heading.
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The Only People Who Don’t (Want To) See It
The Phillips Curve, aggregate demand is so strong for so long that any slack in the labor market is absorbed leaving businesses to energetically compete for workers.
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Downside Risks
Japan’s an interesting case study in whichever factor you might research.
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Chart(s) Of The Week: Yellen’s Mouth Opens
If only there were some measure of lost output, to display with perfect clarity just how far behind we’ve all fallen economically.
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Further Diverging Productions
Industrial Production in the United States increased by 4.9% year-over-year in August 2018.
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Rebalancing China’s Rebalancing
It’s no longer possible to know what state Chinese industry may be in. This is no small matter. Industrial production in China is the bedrock of economic growth throughout the rest of the world.
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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 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 (18 years)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications