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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.

Was that the bottom? Nearly everyone is trying to time the market, so the financial media will focus on remaining risk versus signals of a bottom. We have a little economic news next week, but plenty ...
Preamble – Parody never seems to work on the Internet. People do not want help in thinking. They want conclusions. They also do not have the patience to read to the end. Despite these facts, it is a...
Last week featured a low signal to noise ratio – speech after speech, but little fresh information. This week heralds the start of earnings season. While we have a normal measure of government data, ...
Last week was all about data. This week will be the opposite. The calendar already dished up the big news, and the major earnings reports are still a week away. Meanwhile, we have more conferences and...
Employment week always generates a strong economic focus. Because it falls on an early calendar day this month, we also have an avalanche of other economic reports. This week will emphasize the ...
Can you beat the market? If you think so, you must not believe in the efficient market hypothesis.  Join Warren Buffett, who has famously stated that he would be standing on a corner selling pencils ...
In the wake of the FOMC meeting and the Alibaba IPO hype, we face a week with little new information – the lull before earnings season. This sort of vacuum makes it difficult to predict the week ...
After a number of meetings where the FOMC announcement merely confirmed widespread expectations, this week’s result may be different. I expect everyone to be wondering, Will the Fed change course? ...
In the absence of major economic news and events, the punditry usually tries to squeeze a little more juice out of old themes. The Fed reaction to the employment report will, no doubt, get some ...
With the official end to summer, there are many topics for sunburned vacationers to consider as they settle in to their desks and boardrooms on Tuesday. Economic data has been mixed, but with a ...