The US Business Cycle Research Report

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Returns From Initial Public Offerings Are Heating Up
Seeking Alpha· 2025-09-17 16:45
James Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at ...
Markets Continue To Signal Risk-On For Global Strategies
Seeking Alpha· 2025-09-15 14:33
James Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at ...
Is This Year's Leadership In Foreign Stocks Fading?
Seeking Alpha· 2025-09-10 12:20
Core Insights - James Picerno serves as the director of analytics at The Milwaukee Co., a wealth management firm advising The Brinsmere Funds, which consists of two global asset allocation ETFs [1] - Picerno is also the editor of CapitalSpectator.com and The US Business Cycle Research Report, indicating his involvement in financial analysis and economic research [1] - He has authored three books, including one focused on quantitative investment portfolio analytics using R, showcasing his expertise in modeling portfolio risk and return [1] - Prior to his current roles, Picerno worked as a financial journalist at Bloomberg and Dow Jones, highlighting his extensive background in financial reporting [1]
Is The Stock Market Overbought?
Seeking Alpha· 2025-09-05 17:58
Core Insights - James Picerno serves as the director of analytics at The Milwaukee Co., a wealth management firm advising The Brinsmere Funds, which consists of two global asset allocation ETFs [1] - Picerno is also the editor of CapitalSpectator.com and The US Business Cycle Research Report, indicating his involvement in financial analysis and economic research [1] - He has authored three books, including one focused on quantitative investment portfolio analytics using R, showcasing his expertise in modeling portfolio risk and return [1] - Prior to his current roles, Picerno worked as a financial journalist at Bloomberg and Dow Jones, highlighting his extensive background in financial reporting and analysis [1]