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Jeff Miller  

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  • 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
  • Weighing The Week Ahead: What Does The Greek Crisis Mean For Financial Markets? [View article]
    Robert -- Ryan Detrick notes objections he has gotten about the sentiment surveys. I thought his discussion was very good.

    Personally, I think it does matter who is getting surveyed. Also, the best sentiment indicator is the equity risk premium, which remains at very high levels.

    Jeff
    Jun 21, 2015. 12:52 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: What Does The Greek Crisis Mean For Financial Markets? [View article]
    Robert -- WTWA is not intended as a comprehensive analysis of all risks. My risk series will lead to a page on my site that I will update occasionally.

    I suspect that our list of risks (which I occasionally mention here) is similar.

    Jeff
    Jun 21, 2015. 12:49 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: What Does The Greek Crisis Mean For Financial Markets? [View article]
    18214212 --

    Good point . Thanks for bringing this up.

    Jeff
    Jun 21, 2015. 12:46 PM | Likes Like |Link to Comment
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