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James Picerno

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ACWI, AGG, BWX, BX, CFC, DBC, EEM, GM, GS, HYG, IEF, IYH, IYR, OIL, PCY, PRF, RSP, RTL, SPY, TIP, TLO, VNQ, VTI, XHB, XLY, XRT
  • Jobless Claims Fall As Manufacturing Growth Slows Again In May
    on Thu, May 23 • Comment!
  • Stocks And Inflation Expectations: Diverging Paths, Many Questions
    on Thu, May 23 • IEF, SPY • Comment!
  • Asset Allocation And Rebalancing Review: May 22, 2013
    on Wed, May 22 • VNQ, VTI, VEA • Comment!
  • Research Review: Risk Management And Asset Allocation
    on Tue, May 21 • Comment!
  • Chicago Fed: Slower Slow Growth In April... Again
    on Tue, May 21 • Comment!
  • The Lesson From Japan
    on Mon, May 20 • EWJ • 5 Comments
  • U.S. Economic Profile For May 17, 2013
    on Fri, May 17 • TLT, SPY, OIL • Comment!
  • Now It's Really Time For A Flat Tax
    on Fri, May 17 • 6 Comments
  • April's Pinch Gets A Bit Tighter
    on Thu, May 16 • 1 Comment
  • U.S. Housing Starts: April 2013 Preview
    on Thu, May 16 • XHB, ITB, PKB • Comment!
  • Industrial Output In April Slumps The Most In Eight Months
    on Wed, May 15 • FXR, IYJ, PRN • Comment!
  • Surprising Asset Allocation Results That Really Aren't Surprising
    on Wed, May 15 • VNQI, VEA, VTI • 7 Comments
  • U.S. Industrial Production: April 2013 Preview
    on Tue, May 14 • PSCI, UXI, SIJ • Comment!
  • Retail Sales: Slow Growth In April
    on Mon, May 13 • XRT, RTH, PMR • Comment!
  • Boring, Diversified, And (Still) Tough To Beat
    on Mon, May 13 • 3 Comments
  • Macro Markets Risk Index: May 9, 2013
    on Fri, May 10 • SPY, OIL • 3 Comments
  • U.S. Retail Sales: April 2013 Preview
    on Fri, May 10 • RTH, PMR, XRT • Comment!
  • Another 5-Year Low For Jobless Claims
    on Thu, May 9 • Comment!
  • The Chronic Crisis That Is The Euro
    on Thu, May 9 • FXE, ERO, ULE • 2 Comments
  • A Reality Check For 2 Employment Indicators
    on Wed, May 8 • Comment!
  • Portfolio Calculations: The Whole And The Parts
    on Tue, May 7 • 3 Comments
  • Q2 2013 U.S. GDP Nowcast
    on Mon, May 6 • 1 Comment
  • April Payrolls Rebound
    on Fri, May 3 • 1 Comment
  • Major Asset Class April 2013 Performance Review
    on Fri, May 3 • AGG, BND, CWI • 2 Comments
  • U.S. Nonfarm Private Payrolls: April 2013 Preview
    on Fri, May 3 • SPY, DIA, IVV • Comment!
  • Unemployment Filings Fell To A New Post-Recession Low Last Week
    on Thu, May 2 • Comment!
  • The Softer Side Of Inflation Expectations
    on Thu, May 2 • Comment!
  • ADP: Slower Slow Growth For April Payrolls
    on Wed, May 1 • Comment!
  • ISM Manufacturing Index: April 2013 Preview
    on Tue, Apr 30 • FXR, IYJ, PRN • Comment!
  • Macro-Markets Risk Index Indicates Business Cycle Risk Remains Low
    on Tue, Apr 30 • SPY, IVV, VOO • 1 Comment
  • Asset Allocation And Rebalancing Review
    on Mon, Apr 29 • VNQ, VTI, VNQI • 2 Comments
  • Personal Consumption Expenditures: March 2013 Preview
    on Sun, Apr 28 • RTH, PMR, XRT • 1 Comment