Jeff Miller | TalkMarkets | Page 2

Jeff Miller

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. A registered investment advisor, Jeff worked for market makers at the Chicago ...more
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17 to 32 of 464 Posts
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Weighing The Week Ahead: Investors Need Some Accurate Evidence
Sunday, September 20, 2020 12:21 PM EDT
Investors need an evidenced-based assessment of the economic rebound. And then they need to ask if their portfolios are aligned with the answer.
In this article: SPX, SNOW
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Weighing The Week Ahead: The Start Of Something Big? Sunday, August 6
Sunday, September 6, 2020 11:13 AM EDT
Many unconvincing reasons were offered for Thursday’s sell-off, so there is plenty of room for the punditry to continue the debate. Most will be asking: Is this the start of something big?
In this article: V, AAPL, MSFT, SPX, VIX
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Nonfarm Payroll Response Rate Warning Continues — 7 Million Jobs Too High?
Saturday, September 5, 2020 4:22 PM EDT
The most important feature of the Nonfarm Payroll report continues to go unnoticed. We should be watching the response rate in the second revision of the data. That is where failed and shuttered business show up.
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Investing For The Long Run: Looking Beyond The Obvious
Wednesday, September 2, 2020 8:00 PM EDT
The current market makes it all seem easy to many investors. It is actually a big challenge for anyone looking ahead for a few months.
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Weighing The Week Ahead: Risky Business Or Business As Usual?
Sunday, August 30, 2020 1:08 PM EDT
We have an important economic calendar with ISM indexes, construction spending and auto sales. But in the week before Labor Day, with many unemployed, and an intense election season, expect a strong focus on the employment numbers. 
In this article: SPX
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Weighing The Week Ahead: Do Housing Market Changes Present An Investment Opportunity?
Sunday, August 16, 2020 11:12 AM EDT
We may be overdue for a closer look, especially for cues of an economic sunrise.
In this article: LEN, AAPL, TSLA, SPX
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Investing For The Long Run: The Challenge Of A Bifurcated Market
Thursday, August 13, 2020 7:45 AM EDT
I see the current market as a challenge for the long-term investor. I do not expect stocks that are currently leaders to be the best of breed a year from now.
In this article: EMN, ENB, EPD, MO, PRU, GNMK, MSFT, ABBV, TDOC
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Weighing The Week Ahead: Economic Sunrise?
Sunday, August 9, 2020 10:35 AM EDT
Many pundits have been unduly pessimistic about the economic rebound. That has also been my viewpoint. What would make me bullish? Put another way: Are we witnessing an economic sunrise?
In this article: SPX, VIX
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NFP Response Rates Sound A Warning
Saturday, August 8, 2020 1:03 PM EDT
The most important result to watch is the response rate. If the response rate is below the normal level, it might imply a higher level of business deaths. If this is true, the standard BLS methodology results in an overestimate of payroll jobs.
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Employment Report Preview: Interpret With Care
Thursday, August 6, 2020 6:15 AM EDT
Economists were very surprised by the massive jump in jobs reported in May. They quickly changed their viewpoints about the economy as did important policymakers.
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Weighing The Week Ahead: Is The Payroll Employment Report Accurate?
Sunday, August 2, 2020 11:53 AM EDT
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?
In this article: SPX, VIX
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Weighing The Week Ahead: Time For A Look Under The Hood Of The Economic Engine
Sunday, July 26, 2020 11:15 AM EDT
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.
In this article: SPX, VIX
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Weighing The Week Ahead: What Is Your Personal Downside Risk?
Sunday, July 19, 2020 11:08 AM EDT
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.
In this article: AAPL, AMZN, MSFT, META, SPX, VIX, GOOGL
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Investing For The Long Run: How To Analyze “Expert” Advice
Saturday, July 18, 2020 5:13 PM EDT
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. .
In this article: OSK, EEFT, META, GOOGL, PTON
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Weighing The Week Ahead: Time For Some Hedging?
Sunday, July 12, 2020 10:54 AM EDT
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.
In this article: SPX, VIX
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Weighing The Week Ahead: Don’t Look Back
Sunday, July 5, 2020 12:18 PM EDT
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.
In this article: SPX, VIX
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17 to 32 of 464 Posts
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