Jeffrey A. Miller, Ph.D.

NewArc Investments, Inc., CEO

Strategic advisor to early stage companies including --

Helix BioMedix -- Board Member

http://www.HelixBiomedix.com

and

Think-A-Move, LTD. -- Vice-Chairman

http://www.think-a-move.com

Jeff 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.

In 1987 Jeff began work for market makers at the Chicago Board Options Exchange. His approach included finding anomalies in the standard option pricing models and developing new forecasting techniques. Merging these quantitative techniques with specific company analysis, Jeff also generated trading ideas from sell-side analyst reports.

In 1991 Jeff began a general research consultancy for professional traders at all of the Chicago financial exchanges, undertaking projects in both financial futures and options.

Since 1997 Jeff and his partner Vince Castelli have also managed investment partnerships and individual accounts through NewArc Investments, Inc.

Through his years of experience in trading options, futures and equities, Jeff has come to be regarded as an expert in interpreting the effect of news on the markets and individual stocks. Jeff has served as a forensic expert in several cases involving such issues. He has also written a series of papers on investment management, describing both quantitative methods and those related to behavioral economics.

Recent Blog Posts by Jeffrey Miller

• Are You Ready for Some Fedspeak? May 20th, 2013
• Weighing the Week Ahead: Are Consumers Ready to Buy? What About Housing? May 13th, 2013
• Dow 20K – Halfway There May 8th, 2013
• April Employment Report Preview May 2nd, 2013
• Weighing the Week Head: Is There a Stop Sign at the Old Market Top? March 4th, 2013
• Is the Housing Rebound for Real? February 21st, 2013
• The Most Common Error in Stock Market Research January 30th, 2013
• Do You Understand Ceteris Paribus? January 24th, 2013
• 2013 Investment Preview January 16th, 2013
• Weighing the Week Ahead: Are Earnings Expectations Too High? January 7th, 2013
• Weighing the Week Ahead: What Lies Over the Fiscal Cliff? December 31st, 2012
• Fiscal Cliff Notes: Interpreting the Deadline News December 28th, 2012
• More Noise Than Signal? November 27th, 2012
• Can You Find Opportunity in Thanksgiving? November 21st, 2012
• Will U.S. Leaders Become Cliff Jumpers November 13th, 2012
• A Three-Day Homestretch October 31st, 2012
• An Early Verdict on Q3 Returns October 22nd, 2012
• Lessons From the Crash of 1987 October 19th, 2012
• Will Q3 Earnings Disappoint? October 15th, 2012
• September Employment Report Preview October 5th, 2012
• The Debate About Jobs October 1st, 2012
• Time for a Rebound in Confidence? September 24th, 2012
• Higher Hopes for U.S. Housing? September 18th, 2012
• The Fiscal Cliff: What Now and What to Expect September 13th, 2012
• One Word Solution for the Fiscal Cliff September 12th, 2012
• What to Do About Jobs September 4th, 2012
• Weighing the Week Ahead: Hopes Too High for Jackson Hole? August 27th, 2012
• Drawing the Wrong Inferences From Economic Data August 22nd, 2012
• Weighing the Week Ahead: A Lull Before the Storm? August 20th, 2012
• Romney? 100% Chance Of Recession! August 15th, 2012
• Weighing the Week Ahead: Time to Assess the Evidence? August 6th, 2012
• Weighing the Week Ahead: Expecting Too Much From Central Bankers? July 30th, 2012
• Weighing the Week Ahead: How Big is the Economic Slowdown? July 23rd, 2012
• Weighing the Week Ahead: A Summertime Three-Ring Circus July 16th, 2012
• Weighing the Week Ahead: Will Q2 Earnings Disappoint? July 8th, 2012
• Progress, Technology, and Economic Fundamentals July 5th, 2012
• Weighing the Week Ahead: Fireworks in the Forecast? July 2nd, 2012
• Weighing the Week Ahead: Time for Some Surprises? June 24th, 2012
• Weighing the Week Ahead: Can the Fed Meet Expectations? June 17th, 2012
• Weighing the Week Ahead: A Search for Leadership June 10th, 2012
• Europe: Get Ready for a Surprise Endgame! June 7th, 2012
• Weighing the Week Ahead: Bernanke’s Next Move June 3rd, 2012
• Weighing the Week Ahead – Any Help from the European Summit? May 20th, 2012
• Possible Endings for the Greek Drama May 18th, 2012
• Weighing the Week Ahead: Any Help from Housing? May 13th, 2012
• Why Not to Panic About Europe May 10th, 2012
• Weighing the Week Ahead: Here Come the Candidates May 6th, 2012
• Weighing the Week Ahead: An Economic Turning Point? May 2nd, 2012
• Weighing the Week Ahead: Will the Fed Disappoint the Markets? April 22nd, 2012
• Weighing the Week Ahead: Will Q1 Earnings Disappoint? April 15th, 2012
• Weighing the Week Ahead: More Excuses for Selling? April 8th, 2012
• Weighing the Week Ahead: Can Job Growth Be Improved? April 1st, 2012
• Weighing the Week Ahead: Time to Worry About China? March 25th, 2012
• Weighing the Week Ahead: Seeking Safety March 19th, 2012
• Weighing the Week Ahead: The Energy Price Spike March 12th, 2012
• Weighing the Week Ahead: How Worried Should We Be? March 7th, 2012
• Weighing the Week Ahead: Time for a Turn in Housing? February 20th, 2012
• Investors: Read a Lot, Get Squat! February 15th, 2012
• Weighing the Week Ahead: Time to Reconsider the Upside for Stocks? February 12th, 2012
• Navigating Silly Season: An Investor Guide to the Political Landscape February 9th, 2012
• Weighing the Week Ahead: Time for a Breather? February 5th, 2012
• January Employment Report Preview February 2nd, 2012
• Investors: De-Mystifying the Central Bank Balance Sheets February 1st, 2012
• Weighing the Week Ahead: An Avalanche of Data January 31st, 2012
• The Fed Role in the Economy: Now Bigger. Now Better? January 30th, 2012
• Weighing the Week Ahead: The State of the Union, Bernanke, Earnings January 23rd, 2012
• Evaluating Recession Forecasts: What Every Investor Must Know January 19th, 2012
• Weighing the Week Ahead: Have Big Companies Lost Their Earnings Mojo? January 15th, 2012
• Weighing the Week Ahead: New Year, New Tone? January 8th, 2012
• Weighing the Week Ahead: A Respite from European Concerns? December 27th, 2011
• Weighing the Week Ahead: What Should We Expect From Santa? December 18th, 2011
• Weighing the Week Ahead: Central Bankers Take the Spotlight December 12th, 2011
• Weighing the (Rest of the) Week Ahead: The Eurozone Summit December 7th, 2011
• Weighing the Week Ahead: A Deluge of Data November 27th, 2011
• Weighing the Week Ahead: Waiting for the ECB November 20th, 2011
• Weighing the Week Ahead: Will the Volatility Continue November 13th, 2011
• Weighing the Week Ahead: The European Crisis Resumes November 6th, 2011
• Weighing the Week Ahead: Will the Modest Economic Rebound Continue? October 31st, 2011
• Weighing the Week Ahead: Real Progress in Europe? October 23rd, 2011
• Weighing the Week Ahead: Escape From the Trading Range? October 16th, 2011
• Weighing the Week Ahead: What Will We Learn From Q3 Earnings? October 9th, 2011
• Profiting From the Confusion Over Europe October 5th, 2011
• Weighing the Week Ahead: What About Jobs? October 3rd, 2011
• Investors: Prepare to Be Deceived on the Europe Story September 28th, 2011
• Weighing the Week Ahead: How Likely Is a Recession? September 26th, 2011
• More Causal Confusion: The FOMC Decision and the Market Reaction September 22nd, 2011
• Weighing the Week Ahead: Expecting Magic from the Fed? September 18th, 2011
• Finding the Best Information About Europe September 15th, 2011
• Understanding Chinese Policymaking – Traders Do Not Think Like Government Officials September 14th, 2011
• Weighing the Week Ahead: Thinking about 9/11 September 11th, 2011
• Obama on Jobs September 9th, 2011
• Understanding the Jobs Debate September 8th, 2011
• Weighing the Week Ahead: Here Comes the Government! September 4th, 2011
• Weighing the Week Ahead: A Deluge of Data August 29th, 2011
• Weighing the Week Ahead: Good News from Jackson Hole? August 22nd, 2011
• Weighing the Week Ahead: Paradise for Pundits August 8th, 2011
• Weighing the Week Ahead: Time for a Debt Ceiling Deal August 1st, 2011
• Weighing the Week Ahead: Time for a Debt Ceiling Deal July 25th, 2011
• Weighing the Week Ahead: Assessing Risk July 18th, 2011
• Weighing the Week Ahead: All Eyes on Earnings July 11th, 2011
• Weighing the Week Ahead: From One Crisis to Another July 5th, 2011
• Weighing the Week Ahead: Big News and Low Volume = High Volatility June 27th, 2011
• Analyzing the Effect of QEII June 22nd, 2011
• Weighing the Week Ahead: Bernanke Meets the Press, Round 2 June 20th, 2011
• Weighing the Week Ahead: Has Stock Selling Gone Too Far? June 13th, 2011
• Weighing the Week Ahead: An Economic Tipping Point? June 6th, 2011
• Breaking News! QEII Is Not Ending! June 2nd, 2011
• Weighing the Week Ahead: Economic Transition from Stimulus? May 31st, 2011
• Weighing the Week Ahead: Keeping Turmoil in Perspective May 24th, 2011
• Weighing the Week Ahead: Any Bottom in Housing? May 16th, 2011
• Weighing the Week Ahead: Another Soft Patch? May 9th, 2011
• Weighing the Week Ahead: Time for Earnings April 11th, 2011
• The Blogger Manifesto April 8th, 2011
• Weighing the Week Ahead: A Time of Tension March 28th, 2011
• Weighing the Week Ahead: Stick to the Facts March 21st, 2011
• Weighing the Week Ahead: Time to Head for the Exit? March 15th, 2011
• Weighing the Week Ahead: Energy Prices, Politics, and Jobs February 28th, 2011
• Weighing the Week Ahead: The Beat Goes On February 22nd, 2011
• Weighing the Week Ahead: Evaluating Risks December 14th, 2010
• Weighing the Week Ahead: Good News from the Government December 7th, 2010
• Weighing the Week Ahead: Fundamentals Versus Fear November 29th, 2010
• Weighing the Week Ahead: Questions Answered at Last November 8th, 2010
• The Definitive Investors’ Guide to the Mid-Term Elections November 2nd, 2010
• Weighing the Week Ahead: It’s All About the Dollar October 25th, 2010
• Some Fresh Insights and Some Questions August 3rd, 2010
• Biggest Investor Mistakes July 13th, 2010
• Reviewing John Mauldin on Employment and the Economy July 7th, 2010
• A Putt Made, a Putt Missed August 11th, 2009
• The 2001 Recession is a Bad Example July 22nd, 2009
• Confidence, the Economy, and the Fed Balance Sheet July 15th, 2009
• The BLS Responds to Birth/Death Adjustment Critics July 7th, 2009
• A Crib Sheet for Government Data June 26th, 2009
• Popular and Critical Acclaim June 9th, 2009
• Irony of the Day: S&P Opinion on Sovereign Debt May 22nd, 2009
• Street Fighters: Good Information and Good Fun May 21st, 2009
• Dubious Indicators: Continuing Jobless Claims May 20th, 2009
• ETF Update: The Energy Advance May 11th, 2009
• Federal Commitments Total $5 Trillion December 22nd, 2008
• Why the Multi-Day Market Crash? October 9th, 2008
• A “Resolution Trust” for Credit Markets? Too late!! September 18th, 2008
• Looking for Government Help? Here is the Scorecard September 17th, 2008
• Understanding Counter Party Risk September 15th, 2008
• Fannie and Freddie Bailout: Initial Thoughts on Firing the Bazooka September 8th, 2008
• The Investment World and Public Policy August 28th, 2008
• A common error: confusing direction, level and intensity August 19th, 2008
• ETF update: some tasty chips? August 18th, 2008
• ETF Update: Homebuilders on the Rise? August 12th, 2008
• ETF Update: A Focus on Health August 7th, 2008
• Economic Data and Employment Report August 4th, 2008
• Government, Crises, and Time Frames July 29th, 2008
• ETF Update: “There’s Gold …. July 21st, 2008