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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
公司背景 - James Picerno担任财富管理机构The Milwaukee Co分析总监 该公司担任全球资产配置ETF产品The Brinsmere Funds投资顾问 [1] - James Picerno曾担任彭博社和道琼斯金融记者职务 并著有《Quantitative Investment Portfolio Analytics In R》等三部专业著作 [1] 业务领域 - 公司专注于全球资产配置ETF管理业务 提供投资组合风险与回报建模分析服务 [1] - 公司同时运营CapitalSpectator.com金融研究平台 提供美国商业周期研究报告等付费研究内容 [1]
Is The Stock Market Overbought?
Seeking Alpha· 2025-09-05 17:58
公司背景 - James Picerno担任财富管理机构The Milwaukee Co分析总监 该公司为全球资产配置ETF产品The Brinsmere Funds提供投资顾问服务 [1] - 该分析师曾任职彭博社和道琼斯担任金融记者 并著有《Quantitative Investment Portfolio Analytics In R》等三部专业著作 [1] 业务领域 - 公司专注于全球资产配置ETF管理 通过Brinsmere Funds系列产品提供投资组合解决方案 [1] - 分析师同时运营CapitalSpectator.com金融研究平台 编辑美国商业周期研究报告 [1]