The ETF Portfolio Strategist
James PicernoMarket intelligence and analytics for managing ETF-based portfolio strategies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 380 | Subscribers | Read | etfps.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The ETF Portfolio Strategist: 14 DEC 2024
Your editor is traveling this weekend and so today’s update is an abbreviated update of the usual routine. Main takeaway after running the standard suite of date: the broad upside trend bias is still running strong, albeit down a notch from...
The ETF Portfolio Strategist: 08 DEC 2024
No news is good news when the overall market trend is solidly positive. Therein lies the core takeaway for assessing results over the past week.
The ETF Portfolio Strategist: 01 DEC 2024
The playbook for the US and beyond is set to change in 2025, perhaps dramatically. Will markets require a higher risk premium for the uncertainty? Maybe, but there’s no sign of cold feet at the moment. In fact, quite the opposite.
The ETF Portfolio Strategist: 24 NOV 2024
There are various risks lurking for global markets, but for now the broad trend via prices at a high level assume calm waters ahead. Adopting that view has been a winning strategy and the crowd’s inclined to forecast more of the same, based...
Authors
The writers behind this newsletter.
James Picerno is an author/consultant/analyst focusing on financial markets, portfolio strategy and the business cycle.
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