| Editor | |
| The ETF Asset Class Performance Review | |
| September 2013 - Present (6 years 7 months) | |
| The ETF Asset Class Performance Review (EACPR) is a weekly newsletter that offers a broad survey of market activity for the major asset classes and their principal sub-categories, based on a representative list of ETFs/ETNs. The format is designed to provide perspective in the search for timely rebalancing opportunities for managing asset allocation. Each issue reviews performance and related data through the end of the current week with a mix of tables and graphs. |
| Macro Blogger/Analyst (Freelance) | |
| Saxo Bank | |
| November 2012 - Present (7 years 5 months) | |
| I write the "3 Numbers To Watch" blog (four days a week) |
| Editor | |
| CapitalSpectator.com | |
| March 2003 - Present (17 years 3 months) | |
| Write/publish/edit investment and macro research and commentary. |
| Senior Writer | |
| Wealth Manager magazine | |
| January 2000 - December 2008 (9 years 1 month) | |
| Senior Markets Writer, Bloomberg Wealth Manager, a trade magazine (formerly published by Bloomberg L.P. until 2005) for investment consultants advising wealthy individuals. My stories focused on a variety of financial and business topics for this professional group, ranging from analyzing trends in the economy and the capital markets to reviewing investment strategies, mutual funds, ETFs, hedge funds. |
| Investment Advisor | |
| Senior Editor | |
| June 1992 - January 2000 (7 years 9 months) | |
| Senior editor, Dow Jones Investment Advisor magazine (formerly published by Dow Jones), a trade magazine for financial planners. My responsibilities included writing articles; editing stories written by freelancers; working with the art department on layouts and photography; and editorial planning for future issues. My reporting focused on the capital markets, investment strategies, economics and financial-planning industry news. |
| Nowcasting The Business Cycle: A Practical Guide For Spotting Business Cycle Peaks | |
| James Picerno | |
| CreateSpace Independent Publishing Platform | |
| 04/04/2014 | |
| owcasting The Business Cycle presents a practical guide for analyzing recession risk—the primary risk factor that drives success and failure in business, finance, wealth management, and so much more. Whether you’re an individual investor watching over your retirement account; the owner of a small business; a manager running a billion-dollar pension fund; or a CEO in charge of a global corporation, a large portion of triumph and defeat is closely linked with the broad swings in the economy. The business cycle, in other words, is the mother of all known (and recurring) risk factors. Accordingly, developing a process for assessing the likelihood of this threat is critical. Everyone needs a reliable, timely warning system that’s relatively uncomplicated and transparent. |
| James Picerno | |
| James Picerno | |
| Bloomberg Press | |
| 02/17/2010 | |
| Today’s modern portfolio theory is not your father’s MPT. It has undergone many changes in the past fifty years. Indeed, a new understanding of MPT has emerged, one that has a significant impact on managing asset allocation—especially in today’s turbulent markets. Dynamic Asset Allocation interprets and integrates the developments in modern portfolio theory: from the efficient-market hypothesis and indexing of decades past to strategies for building winning portfolios today. The book is filled with practical, hands-on advice for investors, including guidance on approaching investment as a risk-management task. |
| The Capital Spectator | |
| James Picerno | |
| James Picerno | |
| A finance/investment/economics blog. The Capital Spectator has been quoted by a range of news organizations, including The Wall Street Journal, Reuters and others. In late-2009, the Eastern Economics Journal named Picerno as one of the nation’s “top economics bloggers” and he’s regularly polled by the Kauffman Foundation for its “Quarterly Survey Of Leading Economics Bloggers.” |
(Bloomberg Press, 2010). His articles on finance and economics have appeared in a variety of publications and news outlets, including The Atlantic, Financial Advisor, BankRate.com, and HorsesMouth.com.
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