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James Picerno
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James Picerno
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Articles (438)
Taking a Strategic View of the Markets
on Sep 28, 2009
•
AGG
The Green Shoots of April: Some Reasons for Market Optimism
on May 01, 2009
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AGG
,
TIP
The Downhill Slide: And February Makes Three
on Mar 02, 2009
•
AGG
,
BIL
,
DJP
November Bled a Little Less Red Ink
on Dec 01, 2008
•
AGG
,
EFA
,
RWR
Please, Let October Be the Worst of It
on Nov 03, 2008
•
AGG
,
TIP
Silver Linings: Allure and Risk
on Sep 24, 2008
•
AGG
Global Investing: Get Past the Noise
on Sep 02, 2008
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AGG
,
DJP
,
EEM
REITs Pop While Commodities Flop
on Aug 04, 2008
•
AGG
,
DJP
,
EEM
A Month of Seeing Red
on Jul 01, 2008
•
AGG
,
DJP
,
EEM
Portfolio Theory: The Unnatural Alternative?
on Jun 05, 2008
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AGG
,
DJP
,
EEM
Asset Class Review: April Was a Great Month
on May 02, 2008
•
AGG
,
DJP
,
EEM
Indexing Our Global Market Portfolio
on Apr 09, 2008
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AGG
,
DJP
,
EEM
Tracking Volatility Cycles
on Apr 03, 2008
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AGG
,
DIA
,
DJP
Asset Class Review: Whipsawed
on Apr 02, 2008
•
AGG
,
DJP
,
EEM
Reconsidering the Deflation Risk
on Mar 27, 2008
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AGG
,
DJP
,
TIP
Thinking Strategically in a Short-Term World
on Mar 09, 2008
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AGG
,
DIA
,
QQQQ
Asset Class Returns: February's Winners and Losers
on Mar 03, 2008
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AGG
,
DJP
,
EEM
High Yield Bonds and REITs: A Spread Analysis
on Feb 13, 2008
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AGG
,
REZ
,
TIP
How Long Will This Bond Bubble Last?
on Feb 07, 2008
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AGG
,
IEF
,
TIP
Asset Allocation: The Only Game in Town
on Feb 04, 2008
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AGG
,
DJP
,
EFA
2007: The Year of Living Dangerously
on Jan 03, 2008
•
AGG
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DJP
,
EEM
International Bonding
on Dec 20, 2007
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AGG
,
BWX
,
DJP
Jobless Claims: Is There More Trouble Ahead?
on Dec 20, 2007
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AGG
,
IEF
,
TIP
The Bond Ghouls Return
on Nov 28, 2007
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AGG
,
IEF
,
SPY
REITs versus Junk Bonds: Taking a Closer Look at the Spreads
on Nov 14, 2007
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AGG
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REZ
,
TIP
The Party Rolls On; Until the Next Correction
on Nov 02, 2007
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AGG
,
DJP
,
EEM
Diversification and Volatility: What's New?
on Oct 25, 2007
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AGG
,
DJP
,
EEM
What's So Puzzling About TIPS?
on Oct 10, 2007
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AGG
,
TIP
Bull Markets are Everywhere, Again
on Oct 01, 2007
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AGG
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DJP
,
EEM
Constant Reminders in the Thankless Business of Forecasting
on Sep 17, 2007
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AGG
,
SPY
So Far, the Year Looks Good
on Sep 04, 2007
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AGG
,
EEM
,
EFA
Watching, Waiting, and Nibbling on the Asset Classes
on Aug 23, 2007
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AGG
,
DJP
,
EEM
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Latest Comments on James Picerno's Articles
trade_stocks
on
Growth Concerns Linger as Recession Fears Fade
: / hat tip to http://financeopinionss.blogspot.com
more »
Donald Ingram
on
Growth Concerns Linger as Recession Fears Fade
: More government kool-aid feel good. Not as bad as. The rate of...
more »
Aldebert
on
Inflation Expectations: Slowly Inching Higher
: True, and you don't even have to wait. Tell grandma to buy a...
more »
User 143167
on
Inflation Expectations: Slowly Inching Higher
: The headline YoY CPI will reach above 3% at the end of THIS YEAR....
more »
Alphameister
on
Ending the Job Destruction Is Just the Tip of the Iceberg
: I don't see the high-but-declining rate of job loss leading to...
more »
Mad Hedge Fund Trader
on
Ending the Job Destruction Is Just the Tip of the Iceberg
: cvh Ouch! Another 190,000 jobs went down the crapper in October,...
more »
Venus Pool
on
Still Searching for an Exit Strategy
: When will people wake up to the propaganda? They are driving us...
more »
woollyB
on
Ending the Job Destruction Is Just the Tip of the Iceberg
: "We don't foresee such a change and neither do most...
more »
JP1
on
On Asset Pricing and What the Future Holds
: Untrusting, If I may, you misunderstand. Taking a 10-year...
more »
untrusting investor
on
On Asset Pricing and What the Future Holds
: Who can afford to take a 10-year time horizon now? Reports show...
more »
Gary A
on
On Asset Pricing and What the Future Holds
: It is all more planned than you say. Carry trade is a ponzi and...
more »
Ricard
on
Normalcy Returning to Capital and Commodity Markets
: Good reality check. Thanks for the chart. Wonder what names to...
more »
thiazole
on
After GDP, The Wake-Up Call
: The destocking that occurred was a steady event that started in...
more »
Robert.from.Ct
on
The Market Portfolio as an Investing First Step
: KEEP WRITING ABOUT ASSET ALLOCATION....TO MANY ARTICLES ON THIS...
more »
Robert.from.Ct
on
Asset Allocation: Seeing the Forest for the Trees
: GREAT ARTICLE....PLEASE WRITE MORE ON ASSET ALLOCATION
more »
Latest Comments on James Picerno's Articles
Latest Comments on James Picerno's Articles