Tags: jeff miller
The Week Ahead: Are We Waiting on Consumers?
May 12th, 2013
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by Jeff Miller, A Dash of Insight The economic recovery, to the surprise of nearly everyone, has been consumer-driven. This has occurred despite increased savings and an overall improvement in household balance sheets. Businesses have been cautious to… more »
The Week Ahead: Market Rotation?
May 5th, 2013
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by Jeff Miller, A Dash of Insight For several weeks I have been monitoring a developing change in the US equity markets. There is a growing perception that some of the "safe" assets may not be so safe. There is a corresponding realization that the "ris… more »
The Week Ahead: Interpreting Mixed Signals
April 22nd, 2013
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by Jeff Miller, A Dash of Insight
The daily news from financial markets is often merely a footnote to events. Last week this was truer than ever.
If you are a market professional it is your job to consider the effect of any event. The individual inv… more »
The Week Ahead: Keep a Critical Eye on Earnings
April 15th, 2013
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by Jeff Miller, A Dash of Insight The economic news for the first quarter of 2013 has been mixed, with several confusing factors. Income was pulled ahead into late 2012 in anticipation of tax policy changes, some of which did not occur. The end of the… more »
The Week Ahead: Time for Bargain Hunting?
April 8th, 2013
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by Jeff Miller, A Dash of Insight As the market averages reach new highs, there is a sharp divergence in advice. While we digest last week's economic news and wait for earnings reports, I expect a new theme this week. How should you react to new mar… more »
