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

Distinct Lack Of Good Faith
The erosion of social order in any historical or geographic context is gradual; until it isn’t. Germany has always followed a keen sense of this process, having experienced it to every possible extreme between the World Wars.
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Location Transformation Or HIBORMania
The offshore RMB trading takes place largely in Hong Kong, the money rate associated with this CNH is called HIBOR. But there is another HIBOR, too. It deals with the local currency market in Hong Kong, the Hong Kong dollar (HKD).
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You Can’t Make This Up But You Can Apparently Just Make Up The Data
Back in 2014, the Federal Reserve was convinced that the labor market was better than it appeared to be in various data accounts. Primarily lacking in wages and incomes, the labor segment was suspected of missing sustainable economic growth.
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Footnote Dollars
Five days ago, the Bank for International Settlements (BIS) published its Quarterly Review letter. Contained within it were the usual articles and releases of data that accompany every issue.
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Z1 Update To Money, Credit, And Thus Economy
The Federal Reserve updated the Financial Accounts of the United States (Z1) yesterday, meaning there is quite a lot of new data for the second quarter of 2017.
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The Eurodollar Equation Begins With The Imagination Variable
The eurodollar system is non-reservable, meaning there aren’t pools of actual dollars that these liabilities will be converted into in these kinds of situations.
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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 3 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 11 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications