seekingalpha.com
/1 month ago
Latest updates for James Picerno
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Recent items include:
- Total Return Forecasts: Major Asset Classes - April 2, 2026
- MiB: Philippe Bouchaud, Founder/Chief Scientist, Capital Fund Management
- Factor Extremes: Momentum Runs Hot As Low-Vol Stumbles
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ritholtz.com
/1 month ago
MiB: Philippe Bouchaud, Founder/Chief Scientist, Capital Fund Management
This week, I speak with Philippe Bouchaud, co‑founder, chair & head of research/chief scientist at Capital Fund Management (CFM). The $20 billion firm specializes in manage...
seekingalpha.com
/1 month ago
Momentum Factor Leads As Wall Street Bets On A Fragile Ceasefire
outsidethebeltway.com
/1 month ago
The Economics President, Continued
Better than expected jobs report amid other less positive news.
seekingalpha.com
/2 weeks ago
The Pieces Of The Forecast Return Puzzle - Choose Your Values
econbrowser.com
/1 month ago
Nowcast, Tracking of Private Domestic Final Demand (aka “core GDP”)
From Atlanta Fed and Goldman Sachs, today: Figure 1: Final sales to private domestic purchasers (bold black), 2023-24 stochastic trend (gray), March SPF median (brown), GDPNow (lig...
econbrowser.com
/3 days ago
Kevin Hassett on Survey Sampling and Index Theory: He’s NEC — Not CEA — Chair, but Really?
From Kevin Hassett on Sunday’s Face the Nation: …let’s start with the [U.Michigan] consumer sentiment number, because that was a number that was very striking to me and to you. I k...
seekingalpha.com
/1 week ago
AM Markets Need to Know: Trump's AI order, Deep Fission IPO, and more
philstockworld.com
/1 month ago
Artificial General (Super) Intelligence Analyzing Financial Markets and World Events
Explore the AI Circle Jerk Economy and Mag 7 Earnings with the PSW AGI Round Table. Learn Options Trading Strategies to navigate Fed volatility and energy constraints. Keywords: A...
seekingalpha.com
/1 month ago
March Jobs Market Report Opens Up Unexpected Investing Option
nextbigfuture.com
/1 month ago
Beating the Financial Consensus With Prediction Markets
Nicole Kagan, Head of Research at Kalshi, with hosts Nick and Sam) sees Kalshi’s CFTC-regulated prediction markets as emerging financial instruments that can revolutionize risk hed...
seekingalpha.com
/1 month ago
Investor Demand Trends For Alternative Investment Strategies In 2026
seekingalpha.com
/1 month ago
JAAA: Superior Risk-Adjusted Return Presents Unique Buying Opportunity
ritholtz.com
/1 month ago
MiB: Mike Pyle, BlackRock’s Portfolio Management Group
This week, I speak with Mike Pyle, Deputy Head of BlackRock’s Portfolio Management Group (PMG) and a member of BlackRock’s Global Executive Committee. We discuss the durable...
seekingalpha.com
/1 month ago
CSHI: Solid T-Bills And Options ETF, Positive Spread To T-Bills, Solid Track-Record
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Sources covering James Picerno
econbrowser.com
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seekingalpha.com
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outsidethebeltway.com
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realclearpolitics.com
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asiatimes.com
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feeds.feedburner.com
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