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

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The Einstein Stimulus Equation
The housing bubble began to reverse in the middle of 2006. Strangely, Economists presented with the possibility were almost uniformly confident that it wouldn’t matter.
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What The Petroyuan Is Not
In mainstream monetary convention, bank reserves are at the center of the monetary pyramid. They are the byproduct of any central bank policy which requires direct action.
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Stubborn Recoveries And The Bad Ideas That Follow From Them
If the corporate tax holiday did work as advertised, we might expect some increase in real economy benefits, though their magnitude would still be up for debate.
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A Rough Sketch For Hong Kong, China, Maybe A Lot More
What we know about what’s going on in Hong Kong is limited. That’s a shame because I have no doubt what has been transpiring is important for a lot more than Hong Kong and the short run. The connections are too obvious for it to run any other way.
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The Home Builder Rationalization
Home construction rebounded in January 2018, though that may have been nothing more than statistical noise. Total permits filed to build new residential structures totaled 1.396 million (SAAR) last month, up from a revised 1.300 million in December.
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Escalation(s) TIC
According to the US Treasury Department’s Treasury International Capital report, foreign private holders of UST’s had been selling them steadily in the last quarter of last year.
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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 9 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 4 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications