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About Jeff Miller

Jeff Miller, author of A Dash of Insight, is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy.

Jeff has worked for market makers at the Chicago Board Options Exchange where his approach included finding anomalies in the standard option pricing models and developing new forecasting techniques.

He has set up a general research consultancy for professional traders at all of the Chicago financial exchanges, and has managed investment partnerships and individual accounts through NewArc Investments Inc.

Here are my most recent posts

Will Fear Beget More Fear?

Last week I predicted that the major theme for the week would focus on whether rising interest rates would kill the stock market rally. That was reasonably accurate, since the interest ...

Will rising interest rates kill the stock rally?

Last week I predicted that the major theme for the week would focus on whether or not to book profits for the year – especially given the test of 1700 in the S&P 500. That turned ...

Is it time to book profits?

In last week’s WTWA I predicted a snoozefest, and that was pretty accurate. I also wrote, “Because column inches and air time must be filled whether there is real news ...

Are You Ready for Action?

In last week’s prediction for the week ahead I guessed that it would be “all about earnings. From a market perspective that was mostly accurate despite some competing stories: ...

It’s All about Earnings

In last week’s prediction for the week ahead my streak I guessed that the main theme would be whether we had dodged the bullet on the matter of a correction. This proved to be ...

Beating Buy and Hold: Understanding Earnings

Investors in stocks want to improve on the “buy and hold” approach. They want to beat the market in good times, but especially to avoid bad times. This requires active ...

Have Stock Investors Dodged the (Correction) Bullet?

In last week’s prediction for the week ahead my streak of good guesses came to an end. I had the temerity to suggest that market focus might finally be moving beyond the Fed ...

How to Profit from the Shiller CAPE Ratio

Regular readers know that I am a skeptic when it comes to the Shiller CAPE ratio approach to market valuation. I am delighted to report that I have discovered how to profit handsomely ...

What do higher interest rates mean for stocks?

Last week I suggested that the market might need to “digest” the FOMC announcement. Wow, was I right! This continues a pretty good streak of predicting the main theme for ...

How Will Markets Digest the New Fed Message?

We have the first reaction to the FOMC announcement and the Bernanke press conference, but there is more to come. Sometimes there is a compelling story line, and the financial media ...