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

Two Very Different Monetary Cases, And Their One Common Theme
In a space of just 20 months starting in March 1965, the CPI accelerated from less than 1% to just about 4%. By the dawn of the seventies, the CPI was already running at 6% that only the severe recession of 1969-70 could temporarily halt.
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Moving Toward The Right Way To Get Off The Wrong Track
Where once almost three quarters of Americans might have had confidence in the Fed to get it right, only a little more than a third do now.
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EC The Story Of Shipping Is Our Economic Story
Like the oil story, the world’s shipping context is dominated by the demand side, not supply.
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You Really Have To Pick The Right Variable First
Taxes have become so important in their math that if taxation were to truly drop low enough they really wouldn’t know where or how to begin.
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Severe Jolt In JOLTS
The latest JOLTS estimates are for October 2017 among the best. Job Openings are down only slightly from record highs the past few months.
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Bonds Vs. Economists; The Means To The End
Though interest rates have nowhere to go but up according to the Primary Dealers, the banks themselves have been lining up to buy those very bonds their own Economists tell them are the worst investment of our lifetime.
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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 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 (17 years 2 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications