Jeff Miller | TalkMarkets | Page 23
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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China And Your Portfolio: What Now?
Many of the fears about China reflect a two-variable, linear thought process. It is something we have seen before, most notably last August, so both humans and computers are programmed to react again.
Weighing The Week Ahead: Will There Be A January Effect?
Some investors wait until January to sell winners, delaying the tax effect;others sell winning names short during the last two days of the trading year, anticipating the tax trade.
2015 In Review: Hi-Yo, Silver!
It’s been a staple of our Weighing the Week Ahead series to recognize analysts who go above and beyond with the Silver Bullet Award –for the Lone Ranger, who lived by: “… All things change but truth, and that truth alone, lives on forever.”
Weighing The Week Ahead: A Parade Of Pontificating Pundits!
The Fed decision was well-received and well-communicated. On Thursday the correlation with oil prices resumed. Big moves are often exaggerated during options expiration week.
Weighing The Week Ahead: Is It Finally Time For The Santa Claus Rally?
Last week’s stock results were poor for nearly all funds and sectors. Will this continue? Until Wednesday, we can expect a continuing focus on the Fed. After that announcement we may see a change in tone: Pundits will be asking:
Weighing The Week Ahead: Will The Fed Be Data Dependent?
This week, there is plenty of FedSpeak including two appearances by Chair Yellen and another by Vice-Chair Fischer. Yellen will appear before the Congressional Joint Economic Committee, which could lead to some interesting questions.
Weighing The Week Ahead: What Are The Best Year-End Investments?
Key themes for a strengthening economy include financials, technology, homebuilders, and mid to late stage cyclicals. While I cannot be sure that they are choices for the rest of 2015, the market seems to be swinging that way.
Weighing The Week Ahead: What Is The Message From Falling Commodity Prices?
Attention quickly shifted from the perceived strength in the monthly employment report to the stock market decline. While some blamed this on the expectation of higher interest rates, there was also plenty of focus on the commodity markets.
Weighing The Week Ahead: What Will Higher Interest Rates Mean For Financial Markets?
Friday’s employment report, rightly or wrongly, confirmed expectations for a December shift in Fed policy. There will be a parade of Fed speakers. We can expect daily discussion about the implications.
Weighing The Week Ahead: Will The Fed Put The Brakes On The Breakout?
Whenever the week includes a Fed meeting, we expect that to command attention. While most do not expect a policy change, it remains possible and could dominate market discussion until Wednesday afternoon.
Weighing The Week Ahead: Can Strong Housing Data Give An “all Clear” Signal For The U.S. Economy?
It is a very unusual week for data, with many of the major housing reports on tap and not much else. China’s GDP will be a big story over the weekend, and important earnings news will continue.
Weighing The Week Ahead: Earnings Recession Coming? Does It Matter?
Despite a full slate of data, continuing international events, Washington maneuvering, and a possible record in Fed speeches, a new subject will command attention this week: Will there be an earnings recession, and should we worry?
Weighing The Week Ahead: What Is Behind The Recent Market Volatility?
The recent market volatility has led to a lot of head scratching.
Weighing The Week Ahead: Will Global Weakness Drag Down The U.S. Economy?
The recent Fed non-decision on interest rates increased worries about global economic weakness.The week ahead is packed with fresh economic data, including the most important reports.
Weighing The Week Ahead: Has The Fed Assumed A Third Mandate
Despite many signs of economic improvement, the Fed chose to maintain policy accommodation at emergency levels. In a week that is light on data and long on speeches, this news will be enough to keep Fed policy at the forefront.
Weighing The Week Ahead: To Hike, Or Not To Hike?
Whether or not the Fed decision this week actually matters is one of the questions, but it is still the story of the week. With an actual policy change in play, expect every pundit to explain what the Fed has done wrong and what it should do now.
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