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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Durable Goods Only About Halfway To Real Reflation
New orders excluding those from transportation industries rose 8.5% year-over-year in October 2017, a slight acceleration from the 6.5% average of the four previous months.
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The Bond Market Does, In Fact, Use The Correct Start Date
Ben Bernanke defends QE from the perspective of 2009 forward, as if 2008 was all just someone else’s problem irrelevant to the world that came after.
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(A)Typical At The Bottom
The economy cannot be doing all that well for those at the bottom. That’s true of any economic time period, of course, even in the best of times, but what’s different.
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Using The Correct Start Date Is Key
The last ten years have shown, conclusively, that expectations aren’t nearly enough to foster economic growth. What good is it to try to influence inflation expectations if there isn’t, in the end, any inflation?
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EC Eurodollar University: What Are Reserves To A Modern, Wholesale Money System?
It’s difficult to answer the question posed in the title, which in itself is a clue. What we know is what does not count as reserves for a non-reservable currency system. It’s that contradiction that sets off the often graphic misconceptions.
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Chart Of The Week; Deconstructing And Applying BRL
We noted the growing divergence between leveraged loan prices and WTI, two risk indicators that were well correlated. The S&P/LSTA Leveraged Loan 100 Index did not have a good week this week, while oil was down only somewhat until trading today.
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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 5 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 1 month)

Portfolio Manager & Investment Researcher

Education

Canisius College
BS
1992 / 1996
Finance

Publications