Portfolio Manager
Location: 1280 Iroquois Ave. Suite 102, Naperville, IL, IL, United States
Phone: 630-548-0517

Jeff Miller was a partner in NewArc Investments from 1997-2019.  After the purchase of NewArc by Incline Investment Advisors, Jeff became the Portfolio Manager for the combined firm. Jeff is a registered investment advisor. He has worked for market ... more

ALL CONTRIBUTIONS

Weighing The Week Ahead: Is The Payroll Employment Report Accurate?
The payroll employment report is viewed as by the investment and economic communities as the “official” read on employment. We should be asking: Is the payroll employment report accurate in these tumultuous times?
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Weighing The Week Ahead: Time For A Look Under The Hood Of The Economic Engine
Despite the improving technical indicators, I continue my rating of “Bearish” in the overall outlook for long-term investors. We should also keep watch on the increase in anticipated inflation.
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Weighing The Week Ahead: What Is Your Personal Downside Risk?
The “recovery” trade is leveling off a bit, but still reinforcing the market verdict on the coronavirust. Industrials, financials energy and materials are part of that group. Defensive sectors like utilities, consumer, and health are perking up.
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Investing For The Long Run: How To Analyze “Expert” Advice
Thinking about the matrix should be the most important step in your analysis. Today’s matrix version looks at sectors, not individual stocks. You will soon discover that there is no reason to reach for marginal choices. .
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Weighing The Week Ahead: Time For Some Hedging?
The economic calendar is extensive with a focus on housing and consumer behavior. Expect market participants to look for any sign that the economic recovery is stalling in the face of the COVID-19 surge and the slower pace of reopening.
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Weighing The Week Ahead: Don’t Look Back
We have a very light economic calendar with many, no doubt, extending vacations. Jobless claims continue to be important. The ISM Non-Manufacturing Index will get attention as will the JOLTS report. Neither can really provide any fresh information.
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Comments

Latest Comments
Weighing The Week Ahead: Sustaining A Fragile Recovery
1 month ago

Barry -- It creates a special burden. You need to understand modeling and statistics. Nothing is perfect, but there is still value. I try to emphasize interpretations and work that have passed my screening process.

Jeff

In this article: , SPX, VIX
Weighing The Week Ahead: Sustaining A Fragile Recovery
1 month ago

Alexa -- His work is excellent!

Jeff

In this article: , SPX, VIX
Weighing The Week Ahead: Coronavirus – Cause For Analysis Or Paralysis?
6 months ago

Thanks. It is a labor of love. This week was a special challenge.

Jeff

In this article: TSLA, ABC, CAH, MCK, BIDU, NFLX, LIN, SKT, ALB, ATO, ESS, O, EXPD, ROST, AMCR, FB, GOOGL, VO
1 to 5 of 5 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AIG American International Group Inc
AMGN Amgen Inc.
BBRY (now BB) BlackBerry Ltd
CAT Caterpillar Inc.
GDX Market Vectors Gold Miners ETF
IBM International Business Machines Corporation
IWM iShares Russell 2000 Index Fund
MSFT Microsoft Corporation
SPY SPDR S&P 500
XLV Health Care Select Sector SPDR
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Work Experience

Board Chairman
Think-A-Move
2000 - Present (20 years 11 months)
Advisor, business architect, and board member.
Director
Helix BioMedix
September 1998 - Present (22 years 3 months)
Chairman of Compensation and Governance Committees
President & CEO
NewArc Investments
August 1997 - Present (23 years 5 months)
Small investment company has great results for individual investors and partnerships.
Expert Witness and Consultant
Capital Markets Research
July 1991 - Present (29 years 7 months)
Quantitative analysis of investment issues and damages. Federal court testimony, depositions, reports, settlement assistance.

Education

University of Michigan
Ph.D.
1970 / 1974
Political Science. Specialized in quantitative analysis of public policy and economics.

Publications