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James Picerno
Is Global Diversification Still the Right Move in 2025? By James Picerno - Feb 04, 2025

The long-run expected return for the Global Market Index (GMI) remained above 7% for a third straight month in January, ticking higher vs. December’s estimate. The revised forecast, based on three...

James Picerno
January Rally Shows Markets Underpriced Trade War Risk By James Picerno - Feb 03, 2025

January was kind to the major asset classes, marking a strong rebound from a rough month in December. Across-the-board gains last month suggest the year is on a positive trajectory for markets. But...

Declan Fallon
Nasdaq: Bearish Cloud Cover Signals More Pain Ahead By Declan Fallon - Feb 03, 2025

Market travails continue to be an issue for bulls. Positive opening gaps across indices quickly faded, leaving markets in a state of risk-off as trade war fears reemerged. Now, Nasdaq 100 Futures are...

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