Seeking Alpha

James Picerno

View as an RSS Feed
View James Picerno's Articles BY TICKER:
  • A Bullish Disconnect Between Stocks And Inflation
    on Thu, Apr. 17 SPY, DIA, QQQ 5 Comments
  • U.S. Housing Starts: March 2014 Preview
    on Tue, Apr. 15 XHB, ITB, PKB Comment!
  • U.S. Industrial Production: March 2014 Preview
    on Tue, Apr. 15 XLI, VIS, IYJ 1 Comment
  • Just A Correction... Or Something Darker For U.S. Equities?
    on Mon, Apr. 14 SPY, DIA, QQQ 1 Comment
  • Retail Sales In March Rebound With A Roar
    on Mon, Apr. 14 XRT, RTH, RETL 1 Comment
  • Macro-Markets Risk Index: 9.4%
    on Mon, Apr. 14 SPY, DIA, QQQ Comment!
  • The March Economic Profile Perks Up... So Far
    on Thu, Apr. 10 DIA, SPY, QQQ Comment!
  • A New Chapter For Narrative Risk
    on Wed, Apr. 9 DIA, SPY, QQQ 1 Comment
  • Macro, Markets And Cross Correlations
    on Fri, Apr. 4 SPY, DIA, QQQ Comment!
  • Payrolls Rose At A Faster Rate In March
    on Fri, Apr. 4 VTI, SCHB, ITOT Comment!
  • Major Asset Classes: March 2014 Performance Review
    on Tue, Apr. 1 SPY, QQQ, DIA Comment!
  • ISM Manufacturing Index: Mar 2014 Preview
    on Mon, Mar. 31 XLI, VIS, IYJ Comment!
  • More Modest Gains For Personal Income And Spending
    on Fri, Mar. 28 XRT, RTH, RETL 2 Comments
  • Personal Consumption Expenditures: February 2014 Preview
    on Thu, Mar. 27 SPY, DIA, IVV Comment!
  • Discovering The Genius Du Jour
    on Wed, Mar. 26 DIA, SPY, QQQ Comment!
  • Weight Management... With Minimum Volatility Portfolios?
    on Mon, Mar. 24 SPLV, USMV, EFAV 3 Comments
  • Chicago Fed National Activity Index: February 2014 Preview
    on Fri, Mar. 21 SPY, DIA, QQQ Comment!
  • You Can't Avoid Asset Allocation... Even If You Try
    on Thu, Mar. 20 SPY, SH, SSO 1 Comment
  • Housing Starts Fall As Permits Climb In February
    on Tue, Mar. 18 REZ, RTL 1 Comment
  • Crisis? What Crisis?
    on Tue, Mar. 18 RSX, ERUS, RUSL 9 Comments
  • U.S. Housing Starts: February 2014 Preview
    on Mon, Mar. 17 XHB, ITB, PKB 1 Comment
  • Industrial Production Rebounds In February, But The Good News Ends There
    on Mon, Mar. 17 RSX, XLI, VIS 1 Comment
  • A Cold War Light
    on Mon, Mar. 17 GUR, ESR 6 Comments
  • U.S. Industrial Production: Feb. 2014 Preview
    on Mon, Mar. 17 DIA, SPY, QQQ Comment!
  • Asset Allocation And Rebalancing Review: March 14, 2014
    on Fri, Mar. 14 VTI, EMLC, BND Comment!
  • A Round Of Upbeat News For Jobless Claims And Retail Sales
    on Thu, Mar. 13 DIA, SPY, QQQ Comment!
  • Does Copper's Slide Signal A New Phase Of Deflation Risk?
    on Thu, Mar. 13 JJC, CPER, CUPM 1 Comment
  • Macro-Markets Risk Index: 11.2%
    on Tue, Mar. 11 SPY, DIA, QQQ 2 Comments
  • Has Commercial Bank Lending Peaked?
    on Mon, Mar. 10 SPY, QQQ, DIA 3 Comments
  • February Payrolls: Better, But Still Sluggish
    on Fri, Mar. 7 SPY, DIA, QQQ Comment!
  • Jobless Claims Slide To 3-Month Low
    on Thu, Mar. 6 SPY, DIA, QQQ 3 Comments
  • U.S. Nonfarm Private Payrolls: February 2014 Preview
    on Thu, Mar. 6 DIA, SPY, TLT Comment!