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


It’s The Track Record That Is Unaccounted-For Risk
No one seems able to account for the rise in LIBOR-OIS. I think it’s a vain effort, and focuses on the wrong segments, but nonetheless there is considerable uncertainty which always casts suspicions into the shadows. That is important.
Good Time To Review China Money Basics
Since the announced conditional cut in China’s RRR won’t begin to show up in various figures (particularly for the MLF) until next month, the updated PBOC balance sheet for March 2018 is somewhat anti-climactic.
Moving Past The Oily Path Of Least Resistance?
Rising oil prices have not translated into a rising ruble, nor a recovering Russian economy.
The (Official) World Still Has A Ways To Go
Officials are obsessed with mapping out the players inside the shadow system rather than more fruitfully focusing on what it is these players are doing, and with whom.
EC The Science Of Japanification
Even if Japan’s CPI does reach 2% in the years ahead, would we even be able to trace it back to QQE?
The Yield Curve’s Round Trip
Nominally, rates are rising across the Treasury curve. They are increasing much faster and farther at the short end than the long.


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 10 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 6 months)

Portfolio Manager & Investment Researcher


Canisius College
1992 / 1996