James Picerno

Macro, economy, long only
James Picerno
Macro, economy, long only
Contributor since: 2007
12/24/14
James Picerno
Another Year Of Macro-Driven Investment Success http://seekingalpha.com/a/1nkh9
12/23/14
James Picerno
Housing's Wobbly But The Economy's Strong... Huh? http://seekingalpha.com/a/1nhyf
12/22/14
James Picerno
Q4 2014 U.S. GDP Nowcast: +3.0% http://seekingalpha.com/a/1nfal
12/22/14
James Picerno
U.S. Existing Home Sales: November 2014 Preview http://seekingalpha.com/a/1nes9
12/19/14
James Picerno
ETF Performance Review: Major Asset Classes http://seekingalpha.com/a/1ncoz
12/18/14
James Picerno
The Fed Remains Optimistic On The U.S. Economy For 2015 http://seekingalpha.com/a/1nafv
12/17/14
James Picerno
U.S. Economic Profile: 12.17.14 http://seekingalpha.com/a/1n7bn
12/16/14
James Picerno
Is The Weak Housing Market A Warning Sign For The U.S. Economy? http://seekingalpha.com/a/1n5rt
12/15/14
James Picerno
U.S. Industrial Production Surges In November http://seekingalpha.com/a/1n32l
12/15/14
James Picerno
U.S. Industrial Production: November 2014 Preview http://seekingalpha.com/a/1n2b3
12/15/14
James Picerno
Will The Fed Change Its Macro Forecast This Week? http://seekingalpha.com/a/1n25t
12/12/14
James Picerno
Yet Another New Phase For The New Normal? http://seekingalpha.com/a/1mzfr
12/12/14
James Picerno
An Upside Surprise For November Retail Sales http://seekingalpha.com/a/1mynp
12/11/14
James Picerno
Is The Small-Cap Premium Dead? Maybe... Or Maybe Not http://seekingalpha.com/a/1mxhr
12/10/14
James Picerno
US Retail Sales: November 2014 Preview http://seekingalpha.com/a/1mv8n
12/9/14
James Picerno
Is Low-Flation Helping The U.S. Economy? http://seekingalpha.com/a/1msoz
12/8/14
James Picerno
U.S. Equity Sectors Review: December 8th, 2014 http://seekingalpha.com/a/1mqjr
12/8/14
James Picerno
Macro-Markets Risk Index Stabilizes After October's Slide http://seekingalpha.com/a/1mpzh
12/5/14
James Picerno
U.S. Private Payrolls Rise A Hefty 314k In November http://seekingalpha.com/a/1mm05
12/5/14
James Picerno
Forward Intelligence: U.S. Retail Sales November 2014 http://seekingalpha.com/a/1mlrj
12/4/14
James Picerno
ADP: US Private Payrolls Increased 208K In November http://seekingalpha.com/a/1mhvt
12/2/14
James Picerno
Risk Premia Forecasts: 2 December 2014 http://seekingalpha.com/a/1mf5r
12/1/14
James Picerno
The Deceleration In U.S. Money Supply Growth Rolls On http://seekingalpha.com/a/1mcfz
12/1/14
James Picerno
Major Asset Classes Nov. 2014 Performance Review http://seekingalpha.com/a/1mca5
11/25/14
James Picerno
Q4 2014 US GDP Nowcast: +2.1% - 25 November 2014 http://seekingalpha.com/a/1m2v9
11/20/14
James Picerno
The Global Economy's Slowdown Weighs On U.S. Manufacturing http://seekingalpha.com/a/1lv0h
11/18/14
James Picerno
U.S. Housing Starts: October 2014 Preview http://seekingalpha.com/a/1lq9x
11/17/14
James Picerno
U.S. Industrial Output Slumps In October http://seekingalpha.com/a/1lmn3
11/17/14
James Picerno
US Industrial Production: October 2014 Preview http://seekingalpha.com/a/1llbl
11/11/14
James Picerno
Macro-Markets Risk Index Rises After Touching 2014 Low http://seekingalpha.com/a/1l7rj
11/10/14
James Picerno
Unlearning Monetary Policy's History Lessons http://seekingalpha.com/a/1l43l
11/7/14
James Picerno
A Stronger U.S. Economy Takes A Toll On Bonds http://seekingalpha.com/a/1ky9l