Jeff Miller | TalkMarkets | Page 2
President of NewArc Investments
Location: 1280 Iroquois Ave. Suite 102, Naperville, IL, IL, United States
Phone: 630-548-0517
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Jeff Miller has been a partner in NewArc Investments since 1997, managing investment partnerships and individual accounts. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. He has worked for market makers at ...more

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Weighing The Week Ahead: Will The Fed’s Experiment End Badly?
he biggest weekly market decline in two years, the winding down of earnings season, and a light week for economic data. The result? Financial TV producers will be seeking experts to explain whether we are starting a major correction.
Weighing The Week Ahead: Can Earnings Growth Reignite The Stock Rally?
To the surprise of many observers, stocks have survived a series of recent challenges. As Q214 earnings reports starts begin, the questions has changed:
Weighing The Week Ahead: Time For A Mid-Course Correction?
After an event-filled 3 ½ day trading week, it is time to pause and reconsider. There is little fresh news in store this week, and therefore plenty of time for calendar-driven introspection.
The Week Ahead: Is It Time For A Correction?
After an event-filled 3 ½ day trading week, it is time to pause and reconsider. There is little fresh news in store this week, and therefore plenty of time for calendar-driven introspection.
The Week Ahead: Economic Fireworks?
With the stunning decline in Q1 GDP, the health of the US economy has once again taken center stage. The week ahead is shortened by a Friday holiday, but is packed with important data releases.
Weighing The Week Ahead: The Market Impact From The New Iraq Conflict?
Last week I expected a focus on a rebound in volatility, with potential for an upside breakout for stocks. I suggested that we should all "be prepared." Sure enough, the quiet upside started the week, but lasted only two days.
Weighing The Week Ahead: More Clarity From The Market Message?
It is easy to find a market message that will support (or contradict) your viewpoint on stocks, bonds or foreign exchange. The "message" of the market has rarely been this confused. With plenty of important news and data this week, the theme will be: Can we find clarity in the market message?
Weighing The Week Ahead: Will A Sluggish Housing Sector Derail The Economy?
Last week I expected a focus on bonds versus stocks. It was a light week for data and the bond market rally was an ongoing mystery. That theme was as good as any, but nothing really stood out. The appetite for content created many "fluff" pieces and trading was very quiet.
The Sound Of Silence
There are a number of interesting current examples. In various prior posts I have suggested that these were not really important leading indicators, so I am not flip-flopping by drawing inferences from improved conditions.
Weighing The Week Ahead: What Does The Bond Rally Mean For Stocks?
To the surprise of most, bonds have rallied while stocks have move sideways. In a week with very little data, and many thinking about an early Memorial Day vacation, the bond/stock tradeoff to be a favorite topic for the punditry.
Seasonality And The Tuesday Lesson
How should traders and investors take advantage of seasonal patterns? There are so many opportunities for dividing the calendar! This year, the best has been to go long on Tuesday.
Weighing The Week Ahead: Should We Fear Market Divergences?
The latest bearish meme is the focus on market divergences. The idea is that a "healthy" market shows confirmation from various sectors. The Dow made a new record high this week, which does not really reflect the overall market.
Weighing The Week Ahead: Is The Ukraine Crisis A Market Crisis?
How worried should we be about the Ukraine crisis?
Weighing The Week Ahead: Time To Sell In May?
Can positive economic trends overcome the weight of market seasonality?
Weighing The Week Ahead: Will Springtime Bring Some Optimism?
The market was at interesting technical levels and there was plenty of news to push it one way or the other. In a sense I was right about the theme, since the talking heads made the moderate crossings of "unchanged" seem like big news.
Weighing The Week Ahead: A Volatility Cocktail!
This week brings an unusual, a possibly volatile combination: Important economic data; Key Q1 earnings reports, Options expiration; A short trading week; and An edgy market environment.
17 to 32 of 49 Posts