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James Picerno

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ADP: January Payrolls Climb The Most In 11 Months
on Wed, Jan 30 • SPY, DIA, QQQ • 2 Comments
Q4 GDP Delivers A Big Downside Surprise
on Wed, Jan 30 • IYR, PMR, RETL • 4 Comments
Asset Allocation And Rebalancing: (Still) Competitive Together
on Wed, Jan 30 • 4 Comments
Durable Goods Orders Post A Surprisingly Strong December Gain
on Mon, Jan 28 • XLI, VIS, IYJ • Comment!
A New (Temporary?) Glitch In The Jobless Claims Data
on Fri, Jan 25 • 10 Comments
Debt And The Business Cycle: A Useful But Incomplete Explanation
on Fri, Jan 25 • 8 Comments
2 More Betas For The Global Market Index
on Fri, Jan 25 • VNQI, IWV, VTHR • Comment!
Chicago Fed National Activity Index - U.S. Economy Ended 2012 With Modest Growth
on Tue, Jan 22 • IYR, PMR, RETL • Comment!
Housing Starts Rise Sharply In December
on Thu, Jan 17 • XHB • Comment!
Reviewing Recent Research On Asset Allocation Strategies
on Thu, Jan 17 • 1 Comment
Industrial Production Increased Moderately In December
on Wed, Jan 16 • 1 Comment
December 2012 Housing Starts Preview
on Wed, Jan 16 • REZ, XHB, ITB • Comment!
Weekly Jobless Claims Report: January 12, 2013 Preview
on Wed, Jan 16 • Comment!
Retail Sales Deliver Another Positive Number For December's Economic Profile
on Tue, Jan 15 • 3 Comments
U.S. Industrial Production: Dec. 2012 Preview
on Tue, Jan 15 • Comment!
U.S. Retail Sales: Dec. 2012 Preview
on Mon, Jan 14 • Comment!
It's Official: U.S. November Sales Increased Across The Board
on Fri, Jan 11 • SPY, DIA, QQQ • 3 Comments
Jobless Claims Increased Slightly Last Week, But The Trend Remains Encouraging
on Thu, Jan 10 • 1 Comment
Context Is (Still) King For Portfolio Design And Management
on Thu, Jan 10 • 2 Comments
Context Is (Still) King For Portfolio Design And Management
on Thu, Jan 10 • TLT • 1 Comment
Profiling Current U.S. Economic Prospects
on Thu, Jan 10 • SPY, IVV, TLT • 2 Comments
Mediocrity Strikes Again
on Wed, Jan 9 • 2 Comments
Q4 2012 U.S. GDP Nowcast Update
on Mon, Jan 7 • 1 Comment
U.S. Nonfarm Private Payrolls: December 2012 Preview
on Fri, Jan 4 • Comment!
ADP: Payrolls Increased At A Faster Pace In December
on Thu, Jan 3 • Comment!
ISM Manufacturing Index Rises For December
on Thu, Jan 3 • 1 Comment
Will Relatively Low Inflation Expectations Persist In 2013?
on Thu, Jan 3 • 2 Comments
Major Asset Classes December 2012 Performance Review
on Wed, Jan 2 • Comment!
ISM Manufacturing Index: December 2012 Preview
on Tue, Jan 1 • 1 Comment
Does Sub-Saharan Africa Deserve A Slice Of Your Portfolio?
on Fri, Dec 28, 2012 • AFK • 10 Comments
A Surprisingly Positive Final 2012 Update On Jobless Claims
on Thu, Dec 27, 2012 • 1 Comment
Obsessing Over The Trees (And Overlooking The Forest)
on Thu, Dec 27, 2012 • 1 Comment