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James Picerno  

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  • U.S. Retail Sales: July 2014 Preview
    Aug. 12, 2014 1 Comment
  • Asset Allocation And Rebalancing Review: 11 August 2014
    Aug. 11, 2014 VTI, DJP, BND 2 Comments
  • Dangerous Summer: Risk-Off Is On Again
    Aug. 7, 2014 PLW, IEF, GOVT 1 Comment
  • Macro-Markets Risk Index Falls From Recent Highs But Still Predicts Growth
    Aug. 6, 2014 SPY, DIA, OIL Comment!
  • U.S. Nonfarm Private Payrolls: July 2014 Preview
    Jul. 31, 2014 SPY, DIA, QQQ 1 Comment
  • Are Lower Yields Signaling Higher Risk?
    Jul. 30, 2014 PLW, GOVT, TAPR Comment!
  • ADP Employment Report: July 2014 Preview
    Jul. 29, 2014 Comment!
  • Housing: The New Risk Factor
    Jul. 25, 2014 RTL, REZ 3 Comments
  • Jobless Claims Drop To 8-Year Low
    Jul. 24, 2014 SPY, DIA, QQQ 9 Comments
  • The Great Deceleration In The Monetary Base
    Jul. 23, 2014 SPY, DIA 6 Comments
  • The Case For Higher Rates Looks Weak... Again
    Jul. 22, 2014 2 Comments
  • Chicago Fed: A Modest Deceleration For U.S. Growth In June
    Jul. 21, 2014 SPY, DIA, QQQ Comment!
  • Soft Housing Starts Data For June: A Warning Or Sign Of A Maturing Recovery?
    Jul. 17, 2014 XHB, ITB, PKB 3 Comments
  • U.S. Housing Starts: June 2014 Preview
    Jul. 16, 2014 IYR, VNQ, DRN Comment!
  • U.S. Industrial Production: June 2014 Preview
    Jul. 15, 2014 XLI, VIS, IYJ 1 Comment
  • Asset Allocation And Rebalancing Review: July 15, 2014
    Jul. 15, 2014 VTI, VTA, VEA 1 Comment
  • U.S. Retail Sales: June 2014 Preview
    Jul. 14, 2014 XLP, XLY, VDC Comment!
  • Quarterly GDP Reports: Read At Your Own Risk
    Jul. 11, 2014 SPY, DIA, QQQ 5 Comments
  • A New Era For Fed Policy... And Inflation?
    Jul. 10, 2014 IEF, PLW, GOVT 2 Comments
  • Macro-Markets Risk Index Continues To Predict Economic Growth
    Jul. 9, 2014 VTI, SCHB, ITOT 1 Comment
  • Sorting Out Market Volatility's Lessons
    Jul. 8, 2014 VXX, UVXY, TVIX 6 Comments
  • Risk Premia Forecasts July 7
    Jul. 7, 2014 SPY, DIA, QQQ Comment!
  • Private Payrolls Beat Expectations In June
    Jul. 3, 2014 SPY, DIA, QQQ 3 Comments
  • ADP: Private-Sector Jobs Rise More Than Expected In June
    Jul. 2, 2014 DIA, IWM, QQQ 1 Comment
  • U.S. Nonfarm Private Payrolls: June 2014 Preview
    Jul. 2, 2014 SPY, DIA, QQQ Comment!
  • ADP Employment Report: June 2014 Preview
    Jul. 1, 2014 DIA, IWM, QQQ Comment!
  • ISM Manufacturing Index: June 2014 Preview
    Jun. 30, 2014 IYJ, VIS, XLI 1 Comment
  • CAPE Crusades
    Jun. 26, 2014 DIA, SPY, QQQ 2 Comments
  • The Case For A Dull Housing Market
    Jun. 25, 2014 ITB, PKB, XHB Comment!
  • Chicago Fed: U.S. Growth Above Average In May
    Jun. 23, 2014 SPY, DIA, IVV 1 Comment
  • U.S. GDP Nowcast Anticipates A 3.3% Increase In Q2
    Jun. 23, 2014 VTI, SCHB, ITOT 2 Comments
  • Asset Allocation And Rebalancing Review: June 19
    Jun. 19, 2014 VTI, VEA, VWO 14 Comments