James Picerno
James Picerno's Latest Articles
Stock Market: Reassessing Fairy Tales
Jan 5, 2009 · 0 Comments
The U.S. stock market is on track to deliver its worst decade of performance on a calendar-basis since the record keeping began on such things, we’re told.... >>>
A Look Back at 2008: What a Year it Was!
Jan 2, 2009 · 0 Comments
Two-thousand-and-eight is gone—and good riddance. But the blowback will be with us for some time, on a number of fronts. And that starts with reviewing the previous... >>>
Deflation is Here; How Long it Will Last?
Dec 29, 2008 · 0 Comments
Deflation is here. The question before the house: How long it will last? Ideally, it’s just passing through, albeit throwing everyone into a temporary tizzy... >>>
Consumption and Saving: A Delicate Balance
Dec 26, 2008 · 0 Comments
Spending is out, saving is in. The trend not only has legs, it has depth and magnitude, as the personal income and spending report for November reminds. But at... >>>
From Big Scandals, Great Lessons Flow
Dec 23, 2008 · 0 Comments
The Madoff investment scandal may be the biggest Ponzi scheme in history, in which case the swindle offers oversized as well as familiar lessons in what not to... >>>
Corporate Earnings: Wishing, Hoping and Watching
Dec 22, 2008 · 0 Comments
U.S. corporate earnings have been under pressure for some time, based on reported operating earnings for the S&P 500. Indeed, the bloom fell off the rose a... >>>
The Global Market Portofolio Still Very Much Alive
Dec 19, 2008 · 0 Comments
Mr. Market is hurting these days, but what exactly does that mean? The world’s capital and commodity markets are comprised of multiple asset classes, of course,... >>>
One Day All this Stimulus and its Baggage will be Yours
Dec 18, 2008 · 0 Comments
Governments are now working overtime in dispensing monetary and fiscal medicines intended to renew, restore and revive battered economies. In time the aid will... >>>
Research Brief: Looking for Clues in Economic Volatility
Dec 17, 2008 · 0 Comments
Volatility isn’t the only measure of risk, but it’s a critical one in strategic investing. One need only look at recent history for real-world confirmation.... >>>
Staring at the Floor
Dec 16, 2008 · 0 Comments
This is what the end of the line looks like. The Federal Reserve announced this afternoon that it was “establishing a target range for the federal funds rate... >>>
