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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
- Thoughts on Stress Test Leaks
- Jeff Miller submits: From our vantage point it seem like amateur hour in analyzing the stress tests and the various leaks. People who have little experience with government and policy-making are rushing to judgment about the process. by Jeff Miller
- External links 2009-05-07
- 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
- 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
- ETF Update: Transports Challenge the (Double?) Top
- Jeff Miller submits: Some market analysts are "bottoms-up." They pick stocks whatever the market. Others are "top-down", starting with broad macro themes. Both approaches can lead to winning results, but there is another helpful perspective: Market Sectors. The changing behavior of market sectors helps to reveal...
- External links 2009-06-15
- 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
- ETF Update: Go Short
- Jeff Miller submits: With a wide universe of sectors from which to choose, we can usually find something to like. Not so this week. We work hard to find emerging sector Trends, Cyclical moves, and we even use a bit of Anticipation. Despite this, our TCA-ETF model finds...
- External links 2009-07-13
- ETF Update: Home and Abroad
- Jeff Miller submits: Our regular weekly ETF update is now analyzing a universe of 277 possible choices. We rank the sectors based upon Trend and Cyclical characteristics. Trending behavior is the most established predictive tool in technical analysis. Our model evaluates trends by filtering out the...
- External links 2009-08-03
- 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
- ETF Update: Finding a System that Works for You
- Jeff Miller submits: What is a good trading result? One that works! It makes a profit. We can all agree on that. There the agreement ends. Is it better to have a lot of "base hits" or should we go for the...
- External links 2009-08-17
- Revisiting the Stress Tests
- Jeff Miller submits: Early this summer we raised a number of questions in our Summer Quiz. The objective was both to enlighten and to help investors make wise investment decisions over the summer. As we hoped, anyone who took the quiz seriously has had a profitable summer. ...
- External links 2009-09-10
- 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
- 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
- Is Honesty Important to Wall Street?
- Jeff Miller submits: Evidence from a court case shows that Merck MRK, working through Elsevier ENL, did some fancy marketing footwork. The Scientist, a source we read daily, broke the story, Merck published fake journal. by Jeff Miller
- External links 2009-05-03
- 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
- Mastering Trading Skills: A Bridge Player's Perspective
- Jeff Miller submits: We have had a number of comments and emails asking us to explain how we pick stocks. So far we have not dealt with this topic, feeling that stock-picking was for clients. There is always a time for an exception. Educating by Thinking Out Loud by...
- External links 2008-11-11
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