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

Weight Of Recovery
This year, Economists are going to say the recovery has been reached without defining what they truly mean. They seek to avoid that part at all costs.
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Commitment Of Traders: Crude Confounding Confusion
The price of oil can’t seem to climb out of the $40’s despite a lot going for it at the moment. Oil prices matter right now as much as three years ago when they signaled serious trouble ahead.
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Still Written In Chinese
The world of eurodollars is always going to be hidden. What goes on, really goes on, often sees no light of day. The most basic financing transactions are typically bilateral.
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The Fed Tries To Tighten By Rates, But The System Instead Tightens By Repo
The Fed wants to tighten by rates, but gets little (really none) of it. The system instead appears to be tightening by repo, which is an entirely different matter. Just as it was in June 2014.
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EC Lack Of Industrial Momentum Is (For Now) Big-Auto Problem
Industrial Production disappointed in the US last month, dragged down by auto production. Despite the return of an oil sector tailwind, IP was up just 2.2% year-over-year in July 2017, according to Federal Reserve statistics.
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Running Out Of TIC 'Reflation'
Dollar pressure is not gone, it is just to some degree less which equals “looser” global money.
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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 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 (16 years 10 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications