Breaking News
Get 50% Off 0
🏄 Grow your portfolio even on vacation with InvestingPro | Summer Sale 50% OFF
CLAIM SALE

James Picerno

  • Analysis & Comment

James Picerno's Comment & Analysis
A complete archive of James Picerno's articles, including current analysis & comment - Page 44

Markets around the world took a hit last week, but American shares are still the clear performance leader for the major asset classes year to date, based on a set of ETFs through Friday’s close...
3 Ways to Test Your Investment Strategy
By James Picerno - Aug 05, 2023
There are three basic ways to test an investment strategy. Each has its own unique set of pros and cons, but only one is practical.1. Out-Of-Sample Testing With Real MoneyThe best approach is to...
Interest rates continue climbing this year, but that hasn’t stopped bonds from rallying in 2023 when measured in total-return terms. The main exception is long-dated US Treasuries. Otherwise,...
The gap narrowed in July between the expected return for the Global Market Index (GMI), and its trailing 10-year realized performance. Today’s revised long-run forecast for GMI, a global,...
Most of the major asset classes continued to rally in July, led by a surge in commodities based on a set of ETFs. US bonds, by contrast, remained the outlier, posting a third straight monthly...
Commodities have joined the party. After last week’s rally that lifted a broad measure of commodities, all the major asset classes are now posting gains for the year to date through...
Predicting is hard, especially about the future, but sometimes it’s a bit easier for financial markets when prices are at extremes. The challenge is defining “extreme.”The...
This year’s rally in US stocks continues to rely heavily on a handful of red-hot sectors, based on a review of ETFs through yesterday’s close (July 26). Shares in technology,...
Tomorrow’s initial estimate of US economic activity by the government for the second quarter (scheduled for Thursday, July 27) is expected to report that a moderate expansion continues, based on...
Gold Remains Significantly Overvalued
By James Picerno - Jul 25, 2023
The price of the world’s favorite precious metal remains near its upper range of the past three years, but this is disappointing for gold bulls. The surge of inflation in the wake of the...