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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Inflation Is Not About Consumer Prices
Inflation is not the only monetary indicator, along with bond rates (and more esoteric instruments like eurodollar futures) we can get a better sense if monetary conditions are sufficient.
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Dollars (TIC) In May: Consistently Inconsistent
The TIC data for May was inconsistent. It has been that way for several months, and importantly describes what I think is the operative “dollar” condition.
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Draghi Did Not Keep His Promise
Five years ago today the head of the ECB compared Europe to a bumblebee. That’s not quite right, however, as Mario Draghi really said the euro was like a bumblebee, but you’d be forgiven for mixing the two up.
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China’s Banks Deliver RMB In June
In June, the Big banks dramatically scaled back their repo borrowing, while at the same time redistributed a much larger amount of RMB back into repo through reverse repurchases. The net change was a dramatic increase in available funds.
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What Manufacturing Productivity Suggests About ‘Dollars’ And Stagnation
In a report released last week, the Bureau of Labor Statistics (BLS) found that Multi-Factor Productivity rose in only 21 of the 86 categories of the manufacturing industry in 2015.
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Copper And The Upside
Copper prices are up very sharply today, igniting across markets a reborn “reflation.” Treasuries along with eurodollar futures have been stuck in anti-“reflation” for quite some time.
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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 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 (16 years 9 months)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications