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James Picerno

 
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  • Will Low Inflation Delay The Taper Decision?
    Dec. 12, 2013 SPY, QQQ, DIA 8 Comments
  • U.S. Retail Sales: November 2013 Preview
    Dec. 10, 2013 Comment!
  • Asset Allocation And Rebalancing Review
    Dec. 10, 2013 VTI, DJP, BND Comment!
  • Payrolls And Personal Spending Rise As Income Dips
    Dec. 6, 2013 SPY, QQQ, SH 1 Comment
  • U.S. Nonfarm Private Payrolls: November 2013 Preview
    Dec. 6, 2013 Comment!
  • Personal Consumption Expenditures: October 2013 Preview
    Dec. 5, 2013 XLP, VDC, XRT Comment!
  • Today's Upbeat Macro Reports Probably Overstate Growth Prospects
    Dec. 5, 2013 SPY, DIA, QQQ Comment!
  • Wrong Models, Good Forecasts And The Search For Useful Guidance
    Dec. 4, 2013 DIA, SPY, QQQ Comment!
  • ADP: Job Growth 'Appears To Be Picking Up'
    Dec. 4, 2013 SPY, QQQ, SH 8 Comments
  • Research Review: Forecasting Markets And Macro
    Dec. 3, 2013 Comment!
  • Major Asset Classes: November 2013 Performance Review
    Dec. 2, 2013 SPY, QQQ, SH Comment!
  • ISM Manufacturing Index: November 2013 Preview
    Dec. 1, 2013 XLI, VIS, IYJ Comment!
  • A Pair Of Positive Macro Reports On Thanksgiving Eve
    Nov. 27, 2013 DIA, QQQ, SPY 2 Comments
  • Is The Latest Rise In Housing Permits A Sign Of Things To Come?
    Nov. 27, 2013 IYR, VNQ, DRN 2 Comments
  • Chicago Fed National Activity Index: October 2013 Preview
    Nov. 26, 2013 SPY, DIA Comment!
  • Mr. Market's Asset Allocation Is Still Tough To Beat
    Nov. 26, 2013 SPY, QQQ, SH 1 Comment
  • U.S. Economic Profile 11.25.13
    Nov. 25, 2013 SPY, QQQ, DIA 2 Comments
  • Macro-Markets Risk Index At 14.0%: Business Cycle Risk Remains Low
    Nov. 25, 2013 BIL, DBO, IEF Comment!
  • The Decline In Jobless Claims Accelerates
    Nov. 21, 2013 PRF, VV, SCHX 1 Comment
  • Rebalancing 'Mistakes'
    Nov. 21, 2013 IWC, IWM, IWR 1 Comment
  • Retail Sales Revived In October
    Nov. 20, 2013 XLP, XLY, VDC Comment!
  • Is European Disinflation/Deflation Coming To The U.S.?
    Nov. 20, 2013 SPY, QQQ, SH 5 Comments
  • U.S. Retail Sales: October 2013 Preview
    Nov. 19, 2013 XRT, RTH, RETL Comment!
  • You Say Bubble, I Say Fluctuating Risk Premia
    Nov. 19, 2013 SPY, QQQ, SH 6 Comments
  • Asset Allocation And Rebalancing Review: 15 Nov. 2013
    Nov. 15, 2013 VTI 3 Comments
  • U.S. Industrial Production: October 2013 Preview
    Nov. 14, 2013 XLI, VIS, IYJ Comment!
  • Squeezing Federal Spending
    Nov. 14, 2013 5 Comments
  • Research Review: Managing And Measuring Volatility
    Nov. 14, 2013 Comment!
  • Jobless Claims Still Falling, But The Rate Of Decline Is Slowing
    Nov. 14, 2013 SPY, DIA, QQQ 2 Comments
  • Chicago Fed: Slightly Stronger Economic Growth In September
    Nov. 12, 2013 SPY, QQQ, DIA Comment!
  • Chicago Fed National Activity Index: Revised September 2013 Preview
    Nov. 11, 2013 Comment!
  • No Sign Of Tapering In Base Money Supply Data
    Nov. 11, 2013 SPY, QQQ, SH Comment!