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James Picerno
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James Picerno
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Articles (437)
From Peak to Present: A Retrospective
on Sep 11, 2009
•
TIP
Of TIPS, Indexing and the Same Old Same Old
on Aug 18, 2009
•
TIP
How Real Is the 10-Year's 'Real' Yield?
on Aug 14, 2009
•
GKD
,
TIP
Running the Risk Premiums
on May 29, 2009
•
DIA
,
QQQQ
,
SPY
What Is the Bond Market Trying to Tell Us?
on May 26, 2009
•
BIV
,
TBT
,
TIP
The Green Shoots of April: Some Reasons for Market Optimism
on May 01, 2009
•
AGG
,
TIP
The Downhill Slide: And February Makes Three
on Mar 02, 2009
•
AGG
,
BIL
,
DJP
The Bond Ghouls Strike Back
on Feb 09, 2009
•
TIP
Welcome to Parity
on Dec 29, 2008
•
IEF
,
TIP
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
Inflation: One Worry to Cross Off the List
on Oct 23, 2008
•
TIP
September: Cruelest Month So Far
on Oct 01, 2008
•
EEM
,
EFA
,
RWR
10-Year TIPS: An Investor's Benchmark
on Sep 03, 2008
•
IPE
,
TIP
Global Investing: Get Past the Noise
on Sep 02, 2008
•
AGG
,
DJP
,
EEM
Peak Theory, Applied To Inflation
on Aug 22, 2008
•
TIP
REITs Pop While Commodities Flop
on Aug 04, 2008
•
AGG
,
DJP
,
EEM
A Month of Seeing Red
on Jul 01, 2008
•
AGG
,
DJP
,
EEM
Packaging Inflation-Linked Bonds
on Jun 23, 2008
•
IPE
,
TIP
,
WIP
Portfolio Theory: The Unnatural Alternative?
on Jun 05, 2008
•
AGG
,
DJP
,
EEM
Real Yields and the Market
on May 20, 2008
•
IEF
,
TIP
Asset Class Review: April Was a Great Month
on May 02, 2008
•
AGG
,
DJP
,
EEM
Why Did the Treasury Department 'Refocus' the I-Bond Program?
on May 01, 2008
•
TIP
Will Inflation Keep Bubbling?
on Apr 29, 2008
•
DIA
,
QQQQ
,
SPY
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
Import Prices and Retail Sales: Two More Clues About the Future
on Mar 14, 2008
•
DIA
,
IEF
,
QQQQ
Thinking Strategically in a Short-Term World
on Mar 09, 2008
•
AGG
,
DIA
,
QQQQ
Asset Class Returns: February's Winners and Losers
on Mar 03, 2008
•
AGG
,
DJP
,
EEM
10-Year TIPS vs. 10-Year Treasury: Which is the Better Choice?
on Feb 24, 2008
•
IEF
,
TIP
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Latest Comments on James Picerno's Articles
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 »
Bjarne Jensen
on
After GDP, The Wake-Up Call
: Everyone is anticipating inventory restocking both for the direct...
more »
Mad Hedge Fund Trader
on
After GDP, The Wake-Up Call
: afk Those of you who heeded my GLOBAL RISK ALERT on October...
more »
Latest Comments on James Picerno's Articles
Latest Comments on James Picerno's Articles