Jeff Miller

Investment manager, blogger on economy and finance, former Wisconsin college prof, quant guy, leading bridge player, sports fan, husband and dad.

[Jeff Miller @dashofinsight]

New post: Weighing the Week Ahead: Building a Transition Portfolio https://t.co/P3aPJO4LbO

[Jeff Miller @dashofinsight]

From the mouth of Mr. Market https://t.co/ynFQK00SdT with thanks to @JillMislinski @VicNiederhoffer @FactSet @TrinityAssetMan @calculatedrisk @HORANCapitalAdv @SoberLook & especially @EddyElfenbein for this week's "Golden Nugget."

[Ben Carlson @awealthofcs]

Charlie Munger on Buffett's favorite valuation method

cc: @dashofinsight

[Jeff Miller @dashofinsight]

New post: Weighing the Week Ahead: A Letter from Mr. Market! https://t.co/FwOAtz6Ju7

[Jeff Miller @dashofinsight]

New post: Weighing the Week Ahead: Does the Reddit Rebellion Threaten Investor Portfolios? https://t.co/K7TWizl3cu

[Jeff Miller @dashofinsight]

@jlounsbury59 @jteelms So far, none of the revisions have covered the key period -- Q2 2020. We should be watching Wednesday's business dynamics report. Compare state level actual counts with BLS estimates. This period will not show up in the benchmark revisions for another year.

[Jeff Miller @dashofinsight]

Tips for investors Re: Biden proposals https://t.co/4AjCyHeURZ With help from @JillMislinski @SoberLook @FactSet @TrinityAssetMan and a special lesson on implementing plans from @aaronrodgers12

[Jeff Miller @dashofinsight]

New post: Weighing the Week Ahead: What Will Biden Proposals Mean for Investors? https://t.co/MLf0S9V7Dk

[Jeff Miller @dashofinsight]

Stock Prices and Earnings https://t.co/rpns54MxcR w/ @JillMislinski @VisualCap @SoberLook @FactSet @TrinityAssetMan @NoSpinForecast @propublica @jlounsbury59 @FASTGraphs @TimothyTTaylor & special comment from Chance the Gardener.

[Jeff Miller @dashofinsight]

@catskillfishing Indeed it was! I still wish I could do my experiment where I provided a set of facts and asked "experts" what would happen.

[Jeff Miller @dashofinsight]

New post: Weighing the Week Ahead: Can Earnings Growth Justify Current Stock Prices? https://t.co/adr1oLHRoB

[Jeff Miller @dashofinsight]

@JoeyWinsALot Thanks!

[Jeff Miller @dashofinsight]

I frequently scoff at the post-hoc explanations of market moves. These facile statements always find something to highlight--soon accepted as "official."
Imagine pundits in a room without market foreknowledge. Show them tonight's news. Would they predict higher stock futures?

[Larry Levitt @larry_levitt]

Some health policies Democrats might enact with the Senate majority even in a narrowly divided Congress:

Making the suit against the ACA moot
ACA premium help
Aid to states and incentives to expand Medicaid
Government drug price negotiation
No cost-sharing for COVID treatment

[Jeff Miller @dashofinsight]

@Paul_Schatz Tanking? Looks like a normal volatility range to me.

[Jeff Miller @dashofinsight]

New post: Weighing the Week Ahead: What Can Investors Expect before Springtime? https://t.co/ZAU7emiCqs

[Jeff Miller @dashofinsight]

New post: Weighing the Week Ahead: What Can Investors do about Gridlock? https://t.co/LX8M0m6foE

[Jeff Miller @dashofinsight]

New BLS data drawn from multi-month survey of business response to the pandemic. https://t.co/BxpnVuF6s0 I have combined parts of two tables to emphasize the overall effect. It is consistent with my repeated concern about BLS payroll numbers.

[Joe Weisenthal @TheStalwart]

Excellent @TimDuy laying out how the Fed is thinking about the economy, and its policy approach, right now https://t.co/8tIbIuKBPK