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Jeff Miller  

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  • Weighing The Week Ahead: Will Falling Earnings Sink The Stock Market? [View article]
    James -- I appreciate your point, which I consider each week. Some of the most interesting material comes from paid sources. Naturally, I maintain a number of subscriptions.

    I try to emphasize the free sources. For those that are paid, I quote some content while respecting the intellectual property of the source. It is intended to give you enough information to see if you should buy the publication yourself.

    I never cite a paid source that I do not find to be of tremendous value. Nearly all will provide an inexpensive or free trial.

    I hope you understand.

    Jeff
    Jul 12, 2015. 12:43 PM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Falling Earnings Sink The Stock Market? [View article]
    Paul -- set your Google to "rivalry between House and Senate" and you'll get some useful hits. Here is a description from CQ, a great source:

    Each branch is structured so that it may restrain the others' excesses, resulting in a form of institutionalized “checks and balances.” Within Congress itself the legislative power is checked in many ways. To a degree the House and Senate are competitors, even when both are controlled by the same party. And that rivalry can be seen no matter which party is in control. Each chamber seeks to protect its own powers and prerogatives. The Constitution helps to create the competition—that is, the checks—by giving some powers to the Senate alone and others to the House. Powers reserved to the Senate include approval of treaties, confirmation of presidential nominations, and the power to try impeachments. Granted to the House alone is the authority to originate impeachments and all revenue-raising bills.

    Although competition and conflict are built into the system, cooperation between House and Senate is essential because legislation must be passed in identical form by both chambers before it can be sent to the president for approval or veto.
    Jul 12, 2015. 12:39 PM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Falling Earnings Sink The Stock Market? [View article]
    paulbip -- In our "Felix" universe we do have a separate sector for solar. It is often correlated with regular energy (higher prices make alternatives more attractive) but not always.

    Good point.

    Jeff
    Jul 12, 2015. 12:34 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Falling Earnings Sink The Stock Market? [View article]
    heh heh
    Jul 12, 2015. 12:18 PM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Falling Earnings Sink The Stock Market? [View article]
    Thanks, opensesame888. A typical Shiller interview, but one that specifically addressees the effect of low interest rates.

    Jeff
    Jul 12, 2015. 12:16 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Fedspeak Interrupt The Lazy-Hazy-Crazy Days Of Summer? [View article]
    Last Boomer -- After a flurry of commentary on Monday, we have continued to hear about Greece. The market impact has been minor.

    You are right that it was not a dull week! I'm not sure how we would pick this particular week to focus on China, but I have discussed it with some regularity. In particular, it was the "ugly" a couple of weeks ago.

    if you want to join in guessing the theme, you need to do it in advance like I do:)

    Jeff
    Jul 9, 2015. 04:39 PM | 3 Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Fedspeak Interrupt The Lazy-Hazy-Crazy Days Of Summer? [View article]
    cfetrader -- Pundits gotta talk. They are calling it a "resilient" market since they expect it should have declined more. The commentary is now scooping in other issues.

    Time to take another look at energy and materials?

    Jeff
    Jul 7, 2015. 12:11 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Fedspeak Interrupt The Lazy-Hazy-Crazy Days Of Summer? [View article]
    Mykie - A combination of capital requirements on banks and support from the IMF and ECB in exchange for reforms are at work in all of these countries. You can monitor how well things are working by watching the credit spreads in the various countries. Interest rates in Portugal, Spain, and France used to be highly correlated with Greece, but not any more. Also see this interesting analysis: http://on.mktw.net/1NL...

    Thanks for kind words and for joining in.

    Jeff
    Jul 6, 2015. 11:22 AM | 3 Likes Like |Link to Comment
  • My Bet On Seeking Alpha's Future [View article]
    Congratulations to both David and Eli. Seeking Alpha is a major entrepreneurial accomplishment and I must-read site for financial advisors as well as individual investors.

    Eli's leadership has been excellent, and we can expect a strong future.

    Jeff
    Jul 3, 2015. 01:58 PM | 5 Likes Like |Link to Comment
  • Weighing The Week Ahead: Greek Ripples Or Economic Fireworks? [View article]
    heh heh..

    Thanks!
    Jun 29, 2015. 11:49 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Greek Ripples Or Economic Fireworks? [View article]
    DWD Investing -- You are really reaching with this game of dominoes. When you are joking, you are supposed to add one of those smiley icons!!

    Jeff
    Jun 29, 2015. 12:50 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Greek Ripples Or Economic Fireworks? [View article]
    daro -- A problem is that the definition of "default" varies. How do you define a missed payment and new terms?

    My sense is 85%

    Jeff
    Jun 29, 2015. 11:07 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Greek Ripples Or Economic Fireworks? [View article]
    Angel -- Always nice to hear from you and thanks for the suggestion!

    Jeff
    Jun 28, 2015. 09:28 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Greek Ripples Or Economic Fireworks? [View article]
    Vivian Embro -- How would you suggest that investors in US stocks and bonds adjust for terrorism?

    I do not understand your point about the 20-year chart of stock prices. Things get better -- as they obviously have -- then earnings and stock prices do as well.

    Jeff
    Jun 28, 2015. 09:27 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Greek Ripples Or Economic Fireworks? [View article]
    DH51 -- I don't think we should worry about the first few rate hikes, as long as economic news and earnings are encouraging.

    Jeff
    Jun 28, 2015. 09:25 PM | 2 Likes Like |Link to Comment
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