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Jeff Miller

  • Analysis & Opinion

Jeff Miller's Opinion & Analysis
A complete archive of Jeff Miller's articles, including current analysis & opinion.

As I have noted for the last two weeks, this earnings season carries a special significance. It provides an alternative to the official data on the economy. After a bad week for stocks, the punditry ...
The special interest in 2nd quarter earnings continues. With a light week on data coming up and an apparent reduction in geopolitical concerns, I expect continued attention to corporate earnings. ...
There is special interest in 2nd quarter earnings both as a read on the economy and trends in costs and margins. Ordinarily the focus would be Fed Chair Yellen’s House testimony on Wednesday and...
The single most important question for investors is right-sizing risk. In Part One of this series I emphasized that risk was an individual matter. You cannot depend upon wise investors, no matter how ...
In one sense, the week ahead should be a quiet, dull semi-vacation. As Nat King Cole explained, the Lazy-Hazy-Crazy days of summer – pretzels, beer, and bikinis that never got wet. It is the ...
The elements are in place for a week of fireworks. Barring some unlikely last-minute news, we are expecting a Greek bank holiday and capital controls on Monday, followed by one of the biggest weeks of...
The calendar shows a fair amount of economic data in the coming week, but attention is likely to be focused abroad. After many years (some would say decades) of percolating, the issue of Greece and ...
While few expect a change in Fed policy at this week’s FOMC meeting, it will still be the center of attention. With last week’s interest rate jump, I expect the theme to be: Is the market ...
This week’s economic calendar is light on really important data. As always, this invites pundit pontification on what last week’s news means for Fed policy. The fresh news will come from ...
As the bull market marches on, everyone is itching to call the top. Some see an economic collapse as the Fed changes course; Average investors worry about markets “up here” with strong ...