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James Picerno » Articles » DJP |

  • The Downhill Slide: And February Makes Three
    on Mar 02, 2009 • AGG, BIL, DJP    
  • Global Investing: Get Past the Noise
    on Sep 02, 2008 • 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 • AGG, DJP, EEM    
  • Commodity Bubbles and Valuation: Imperfect Together
    on May 28, 2008 • DBC, DJP, GCC    
  • Asset Class Review: April Was a Great Month
    on May 02, 2008 • AGG, DJP, EEM    
  • Indexing Our Global Market Portfolio
    on Apr 09, 2008 • AGG, DJP, EEM    
  • Tracking Volatility Cycles
    on Apr 03, 2008 • AGG, DIA, DJP    
  • Asset Class Review: Whipsawed
    on Apr 02, 2008 • AGG, DJP, EEM    
  • Reconsidering the Deflation Risk
    on Mar 27, 2008 • AGG, DJP, TIP    
  • Asset Class Returns: February's Winners and Losers
    on Mar 03, 2008 • AGG, DJP, EEM    
  • Asset Allocation: The Only Game in Town
    on Feb 04, 2008 • AGG, DJP, EFA    
  • 2007: The Year of Living Dangerously
    on Jan 03, 2008 • AGG, DJP, EEM    
  • International Bonding
    on Dec 20, 2007 • AGG, BWX, DJP    
  • The Party Rolls On; Until the Next Correction
    on Nov 02, 2007 • AGG, DJP, EEM    
  • Diversification and Volatility: What's New?
    on Oct 25, 2007 • AGG, DJP, EEM    
  • Bull Markets are Everywhere, Again
    on Oct 01, 2007 • AGG, DJP, EEM    
  • Watching, Waiting, and Nibbling on the Asset Classes
    on Aug 23, 2007 • AGG, DJP, EEM    
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  1. Graham and Dodd Investor on U.S. Q3 GDP: Not Quite as Good as Originally Predicted: Of course. They blow up the early, headline numbers to juice the... more »
  2. MarketGuy on U.S. Q3 GDP: Not Quite as Good as Originally Predicted: This is all part of the plan. The "powers" of the market (see:... more »
  3. tunaman4u2 on U.S. Q3 GDP: Not Quite as Good as Originally Predicted: Doesn't even phase the market's giddiness of government induced... more »
  4. dingding on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: Trust the economists and we'll all be broke. more »
  5. chris coonan on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: NABE, BLS....not organizations to trust right now. more »
  6. chris coonan on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: I am not sure what the NABE is looking at? There doesn't seem to... more »
  7. Tom E. on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: There may have been some kind of deal between big business and the... more »
  8. Homer II on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: These NABE numbers are obviously a coerced figure courtesy of the... more »
  9. Mudduckk on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: Wait...electric consumption down over 3.3% YoY. Petroleum down... more »
  10. Duude on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: Frankly, if we can't achieve 3% GDP in the 4th quarter and 1st... more »
  11. dondon on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: The NABE are idiots that don't understand the small business... more »
  12. Gary A on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: States are losing tax revenue and it is a manipulation of GDP and... more »
  13. repofinder on NABE Survey: Recovery Won't Remain Jobless Very Much Longer: The best way to gauge economic recovery is in the auto and housing... more »
  14. Mad Hedge Fund Trader on This Time It's Different: Sovereign Risk and the New Normal: iuc ) Last September, I suggested emerging market sovereign debt... more »
  15. chris coonan on The Great Egression: What's Next for the Fed?: If Ben reads, and we know he does....the Fed will start to... more »