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- Bailout Watch: Are We There Yet?
- Jeff Miller submits: There is a chorus of opinion concerning government actions to deal with the economy. It is a chorus, because nearly everyone agrees, and they are all wrong. It brings to mind the question that every parent has heard at the start of a trip: "Are we...
- External links 2008-10-22
- Today's Irony: S&P's Opinion on Sovereign Debt
- Jeff Miller submits: US Equity and Bond investors had a tough day yesterday. The reason? According to most pundits, the proximate cause was the S&P downgrade of UK debt. Many observers decided that the US might be next. Bill Gross of PIMCO weighed in: by Jeff...
- External links 2009-05-21
- Investment Implications of the GM Bankruptcy
- Jeff Miller submits: The GM news is a big business story, the largest industrial bankruptcy in history. Is it a big investment story? by Jeff Miller
- External links 2009-06-02
- The Sad Truth About Housing Data
- Jeff Miller submits: US Equities responded favorably to morning news yesterday about pending home sales. The data showed a third consecutive month of gains, actually up 6.7% over the prior month. Some pundits favor the year-over-year comparison, which was up 3.2%. It certainly seems like good...
- External links 2009-06-03
- Interpreting Current Housing Indicators
- Jeff Miller submits: Finding the right economic indicators is a challenge for investors. Often the same data are presented in several different ways. How does one make the right choice? Yesterday's data on home prices from S&P Case-Shiller provides a useful example. As everyone knows, prices...
- External links 2009-07-01
- Ridiculous Assertions About Energy Prices and Manipulation
- Jeff Miller submits: There are so many silly assertions and so little time! One of our missions is to identify strong sources of information and analysis. Even the most intelligent reader needs some expertise to make the key distinctions. Let us consider some examples. by Jeff Miller
- External links 2009-07-10
- On Picking the Right Pundits
- Jeff Miller submits: High on the list of investor mistakes is chasing performance. Even though the top market pundits are aware of this fact, they make the same mistake -- time after time. Buying what worked last year is the easiest way to pick stocks, sectors, or managers....
- External links 2009-08-14
- Market Reaction: The RIM Lesson
- Jeff Miller submits: How the market reacts to news can be very revealing. Twenty years ago, when a stock halted trading I was often asked by our trading team where it would reopen. The problem is understanding the framework of the analysts following the stock and the...
- External links 2009-09-25
- On the Spectacular Earnings Season
- Jeff Miller submits: For my long-term investors there is nothing more important than corporate earnings, especially when compared to alternative investments. Here are some key issues that I follow: by Jeff Miller
- External links 2009-10-20
- What Does Market Volatility Really Mean?
- Jeff Miller submits: Investors and traders alike need to understand market volatility. Many market observers use volatility as a euphemism for price declines. This is completely wrong. The astute options analyst Adam Warner one of our featured sources, does a great job with this concept. Writing...
- External links 2009-10-31
- Understanding the Dollar Debate
- Jeff Miller submits: A strong dollar seems patriotic. It is also meaningful to long-term purchasing power. A weaker dollars mean a higher cost for foreign products, and that is inflationary for the US consumer. This natural impulse is at odds with current equity trading. A friend...
- External links 2009-11-12
- Dollar Weakness and Stock Market Strength: Considering the Data
- Jeff Miller submits: Anyone who is following the market on a daily basis is paying attention to the strength of the dollar versus other currencies. It can be confusing. While a strong dollar might seem like a good thing, there is actually an inverse market relationship with...
- External links 2009-11-14
- Should You Own Junk Bonds?
- Jeff Miller submits: We think the time is right for high-yield bonds. We hold profitable positions in these securities in personal and client accounts. The yields offer an attractive alternative to most of the common shares, and have less chance of default or dilution. Naturally, we...
- External links 2009-05-08
- Finally, Three Reasons to Buy
- Jeff Miller submits: Individual investors will be getting their statements from October. The news is not good. Most people react in the wrong way, looking backward rather than forward. This is the main reason that the individual investor, attempting to time the market, gets about half of the...
- External links 2008-11-02
- Did President Bush's Speech Spark the Rally?
- Jeff Miller submits: We admire and enjoy Larry Kudlow's show on CNBC. It is not because of the host's opinions, with which we often disagree. Larry is incorrigibly bullish about the economy and the market, and it does not hurt to get that perspective. What we really like is...
- External links 2008-11-13
- Questions of Interpretation
- Jeff Miller submits: Continuing with a recent theme, here are two questions of interpretation. Interpreting Market Action by Jeff Miller
- External links 2008-11-17
- Searching for the Bottom: The Valuation Question
- Jeff Miller submits: What a difference a day makes. There are varying interpretations for yesterday's rally. Oversold bear market bounce -- a popular view.News flow on mark-to-market and changes in the uptick rule -- we doubt it.A reaction to fundamentals -- Doug Kass's viewpoint, and therefore deserving respect. ...
- External links 2009-03-11
- Bearish Pundits Strike Out
- Jeff Miller submits: Here we try to focus on the implications of public policy for investors. We have opinions about the best policies. We also try to distinguish between the citizen role and the analyst role. Most of the punditry has been unrelentingly bearish for months. ...
- External links 2009-03-24
- Bank Failures: Not a Significant Indicator
- Jeff Miller submits: A bank failure is news. It is clearly negative news. What does this information really mean? Bank failures are a concurrent indicator of the recession. The rate of failures is bad, but not as bad as the Savings and Loan crisis. Take...
- External links 2009-05-03
- David Merkel's Exceptional Research on AIG
- Jeff Miller submits: W always read with great interest the work of David Merkel at The Aleph Blog, a featured source since inception. He has produced a tour de force. Everyone is interested in [[AIG]], but no one really understands the issues. Here we try to recognize...
- External links 2009-05-04
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