James Picerno Articles

SURVEYING THE DAMAGE (AND OPPORTUNITIES) IN REITLAND

Even by the standards of the great bear market of 2008, REITs have had an especially dreadful year...
by James Picerno - Dec 20, 2008 - in The Markets

THE GLOBAL MARKET PORTFOLIO'S BRUISED, BUT VERY MUCH ALIVE

Mr. Market is hurting these days, but what exactly does that mean?...
by James Picerno - Dec 19, 2008 - in The Markets

WELCOME TO OUR NEW PODCASTING SERIES

These are glorious days for value investing. Sale prices abound and sellers are eager to make a deal...
by James Picerno - Dec 18, 2008 - in Economy

STIMULUS TODAY, HANGOVER TOMORROW?

Governments are now working overtime in dispensing monetary and fiscal medicines intended to renew, restore and...
by James Picerno - Dec 18, 2008 - in Economy

RESEARCH BRIEF: LOOKING FOR CLUES IN ECONOMIC VOLATILITY

Volatility isn't the only measure of risk, but it's a critical one in strategic investing...
by James Picerno - Dec 17, 2008 - in The Markets

STARING AT THE FLOOR

This is what the end of the line looks like...
by James Picerno - Dec 17, 2008 - in Economy

MORE TROUBLE WITH PRICES

For the second month running, consumer prices fell...
by James Picerno - Dec 16, 2008 - in Economy

PAINFUL RECKONINGS

It's no secret that risk premia have taken wing in recent months, as our chart below illustrates...
by James Picerno - Dec 15, 2008 - in Economy

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