Jeff Miller

  • Analysis & Opinion

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

Dramatic events reset agendas. People re-evaluate probabilities about what is possible as well as the personal implications. Because the recent market story is so big and so fresh the coming week will...
The latest story scaring investors witless (TM OldProf Euphemism) is the collapse of the Chinese economy. It has become an element of Wall Street Truthiness. The Chinese are lying about their data, ...
The big market decline has the attention of everyone, even those who do not closely follow the markets. The coming week will start with the punditry asking: Is the market decline the start of ...
In case no one noticed, some of the “old” worries have been cleaned up. Has anyone noticed how Greece left the headlines? Those predicting disaster there have quietly moved on to a new ...
I only took a week off, but it seems like so much has happened. I observed, but I did not write, and now I must decide where to rejoin the fray. Some of the market worries I had been talking about ...
Recent weeks have emphasized markets (especially declining commodity prices) as a read on the economy. This week’s full slate of data will provide a reality check on that interpretation. The ...
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 ...