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James Picerno

 
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  • Another Year Of Macro-Driven Investment Success
    Yesterday, 1:02 PM SPY, QQQ, DIA Comment!
  • Housing Is Wobbly But The Economy Is Strong...Huh?
    Tue, Dec. 23 XHB, ITB, PKB 3 Comments
  • Q4 2014 U.S. GDP Nowcast: +3.0%
    Mon, Dec. 22 SPY, DIA, QQQ Comment!
  • U.S. Existing Home Sales: November 2014 Preview
    Mon, Dec. 22 XHB, ITB, PKB Comment!
  • ETF Performance Review: Major Asset Classes
    Fri, Dec. 19 VNQ, VTI, DJP 3 Comments
  • The Fed Remains Optimistic On The U.S. Economy For 2015
    Thu, Dec. 18 TIP, VTIP, SCHP 3 Comments
  • U.S. Economic Profile: 12.17.14
    Wed, Dec. 17 RINF, INFL, UINF 1 Comment
  • Is The Weak Housing Market A Warning Sign For The U.S. Economy?
    Tue, Dec. 16 IYR, REZ, XHB 11 Comments
  • U.S. Industrial Production Surges In November
    Mon, Dec. 15 AIRR, FIDU, FXR 4 Comments
  • U.S. Industrial Production: November 2014 Preview
    Mon, Dec. 15 XLI, VIS, IYJ Comment!
  • Will The Fed Change Its Macro Forecast This Week?
    Mon, Dec. 15 RINF, INFL, UINF Comment!
  • Yet Another New Phase For The New Normal?
    Fri, Dec. 12 IEF, SPY 5 Comments
  • An Upside Surprise For November Retail Sales
    Fri, Dec. 12 XLP, XLY, VDC 1 Comment
  • Is The Small-Cap Premium Dead? Maybe... Or Maybe Not
    Thu, Dec. 11 VB, SCHA, JKJ Comment!
  • U.S. Retail Sales: November 2014 Preview
    Wed, Dec. 10 XLP, XLY, VDC Comment!
  • Is Low-Flation Helping The U.S. Economy?
    Tue, Dec. 9 DIA, SPY, QQQ 2 Comments
  • U.S. Equity Sectors Review: December 8th, 2014
    Mon, Dec. 8 XLV, SPY, XLU 1 Comment
  • Macro-Markets Risk Index Stabilizes After October's Slide
    Mon, Dec. 8 OIL, IEF Comment!
  • U.S. Private Payrolls Rise A Hefty 314k In November
    Fri, Dec. 5 SPY, DIA, QQQ 6 Comments
  • Forward Intelligence: U.S. Retail Sales November 2014
    Fri, Dec. 5 XRT Comment!
  • ADP: U.S. Private Payrolls Increased 208K In November
    Thu, Dec. 4 SPY, QQQ, DIA 2 Comments
  • Risk Premia Forecasts: 2 December 2014
    Tue, Dec. 2 DIA, SPY, QQQ Comment!
  • The Deceleration In U.S. Money Supply Growth Rolls On
    Mon, Dec. 1 SPY, DIA, QQQ 1 Comment
  • Major Asset Classes Nov. 2014 Performance Review
    Mon, Dec. 1 REM, MORL, MORT Comment!
  • Q4 2014 US GDP Nowcast: +2.1% - 25 November 2014
    Tue, Nov. 25 SPY, DIA, QQQ 1 Comment
  • The Global Economy's Slowdown Weighs On U.S. Manufacturing
    Thu, Nov. 20 DIA, SPY, QQQ Comment!
  • U.S. Housing Starts: October 2014 Preview
    Tue, Nov. 18 IYR, VNQ, XHB Comment!
  • U.S. Industrial Output Slumps In October
    Mon, Nov. 17 XLI, VIS, IYJ 1 Comment
  • U.S. Industrial Production: October 2014 Preview
    Mon, Nov. 17 DIA, QQQ, SPY Comment!
  • Macro-Markets Risk Index Rises After Touching 2014 Low
    Tue, Nov. 11 SPY, DIA, QQQ Comment!
  • Unlearning Monetary Policy's History Lessons
    Mon, Nov. 10 DIA, SPY, QQQ 3 Comments
  • A Stronger U.S. Economy Takes A Toll On Bonds
    Fri, Nov. 7 SHY, IEF, TLT 2 Comments