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James Picerno  

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  • Benchmarks and Model Portfolios
    Sep. 17, 2010 SPY, DIA, QQQ Comment!
  • Strategic Thinking and Mean Reversion in Markets
    Sep. 16, 2010 SPY, DIA, QQQ Comment!
  • How to Think About Economics: Part 2
    Sep. 15, 2010 3 Comments
  • Is There a Connection Between Stocks and the Money Supply?
    Sep. 14, 2010 SPY, DIA, QQQ 5 Comments
  • Retail Sales Rise in August
    Sep. 14, 2010 XRT 2 Comments
  • Buy and Hold, Asset Allocation and Rebalancing
    Sep. 13, 2010 SPY, DIA, QQQ 6 Comments
  • Bernanke's Reading List
    Sep. 13, 2010 5 Comments
  • Housing and the Great Recession
    Sep. 10, 2010 19 Comments
  • Emerging Markets, Global GDP and Market Cap
    Sep. 9, 2010 ADRE, DEM, EDD Comment!
  • Jobless Claims Drop Sharply - If You Believe the Numbers
    Sep. 9, 2010 15 Comments
  • Business Investment Tax Credit: Too Little, Too Late?
    Sep. 8, 2010 1 Comment
  • How to Think About Economics: Part 1
    Sep. 7, 2010 6 Comments
  • Labor Trend in August? Still Struggling
    Sep. 5, 2010 1 Comment
  • Jobless Claims Dip, But Real Progress Is Still MIA
    Sep. 2, 2010 Comment!
  • Economy Watch: Bright Light in a Dark Room
    Sep. 2, 2010 2 Comments
  • A Warning Sign From 'Sticky' Inflation?
    Sep. 1, 2010 2 Comments
  • Is There an Austerity Trap?
    Aug. 31, 2010 9 Comments
  • Why the Fed Must Manage Expectations
    Aug. 31, 2010 1 Comment
  • Spending and Income Are Up, But There's a Catch
    Aug. 30, 2010 1 Comment
  • Momentum Profile for the Major Asset Classes
    Aug. 30, 2010 SPY, DIA, QQQ 3 Comments
  • Will There Be QE2? Will It Matter?
    Aug. 27, 2010 1 Comment
  • Q2 GDP Takes a Step Back
    Aug. 27, 2010 1 Comment
  • Jobless Claims Improve, But Are Still High
    Aug. 26, 2010 8 Comments
  • Waiting for Godot ... Or Bernanke
    Aug. 25, 2010 1 Comment
  • Existing Home Sales Take a Dive
    Aug. 24, 2010 1 Comment
  • Inflation Expectations Still Falling
    Aug. 23, 2010 UUP, UDN, TLT 1 Comment
  • Mid-August Performance Update for the Major Asset Classes
    Aug. 17, 2010 SPY, DIA, QQQ Comment!
  • A Fundamental Problem
    Aug. 16, 2010 SPY, DIA, QQQ 1 Comment
  • Retail Sales: Hey, It Could Have Been Worse
    Aug. 13, 2010 XRT, RTH 1 Comment
  • New Jobless Claims Trend Higher
    Aug. 12, 2010 1 Comment
  • The Connection Between Growth and Debt
    Aug. 12, 2010 1 Comment
  • Benign Neglect at the Fed
    Aug. 11, 2010 Comment!