Rally In Risk Assets Ex-US: US stocks and bonds took a back seat to offshore rallies this week, providing some much-needed lift to the idea that holding a globally diversified portfolio is more than an outdated academic concept. But let’s not get ahead of ourselves. It’s too soo…
Flatlining To The Election: With less than two weeks until the US election, it’s becoming harder to focus on anything else. Maybe that explains why mul…
James Picerno
No Way But Up? The US stock market continued to confound the bears as shares rose for a third week. Vanguard Total US Stock Market (VTI) posted a thin …
James Picerno
Calm Before The Storm? The markets continue to churn but most of the major asset classes continue to go nowhere fast. Surprising? Not really. With the …
James Picerno
Keep (Stimulus) Hope Alive: The US stock market continued to rebound from September’s correction. Vanguard Total US Stock Market (VTI) posted its secon…
James Picerno
Resilience Revived? Election/political risk in various forms has been squeezing the US equity market in recent weeks, but the correction appears, once …
James Picerno
Pricing In Election Risk: A contentious debate between President Donald Trump and his opponent, Joe Biden, on Tuesday night unleashed a sea of commenta…
James Picerno
Stimulus or no stimulus? That is the question (and has been for months), but the false dawns have run out of road in Washington. House Speaker Nancy Pe…
James Picerno
See all

The ETF Portfolio Strategist