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

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Chart Of The Week: Pure Risk
For the first time since January 2014, on June 6 the RBI raised its benchmark repo rate. Rather than reverse the rupee’s slide it appears to have renewed it. The euro may have routed yesterday and hogged the attention, but it stopped rising June 7.
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Dovish = Uncertain, Therefore Dollar
Europe’s solid improvement, it was believed, would mean universal policy success and therefore another orderly transition this time by the ECB. Mario Draghi threw a big wrench into those dreams yesterday.
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There Isn’t Supposed To Be The Two Directions Of IP
US Industrial Production dipped in May 2018. It was the first monthly drop since January. The reason for the soft spot was that American industry is being pulled in different directions by the two most important sectors: crude oil and autos.
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A Lot Underneath Retail Sales
The retail sales report for the month of May 2018 was generally positive on the headline, which is to say it was one of the better months of recent years. Total sales growth was 6.35% year-over-year (unadjusted).
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China’s Hatches Further Battened
Why is the economy about to pick up when there is no evidence for that expectation? Global growth.
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Uncertainty, Or You Had One Job To Do (And It Wasn’t Dots)
As anticipated, the FOMC voted on both proposals in front of it. There should only be the one, but even routine monetary policy no longer is routine.
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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 1 month)

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 8 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications