Links to articles by James Picerno in other publications...
Economic Justice The details of how the business cycle affects the equity risk premium are emerging...slowly. Financial Advisor (September 2009)
Small Cap Is Beautiful Again Small firms trading at low multiples are especially vulnerable these days. That’s why they’re so appealing. Financial Advisor (July 2009)
A Necessary Evil It’s not easy to forecast risk premiums ...but you have to. Financial Advisor (May 2009)
We’re All Value Investors Now The financial literature is moving closer to what Ben Graham discovered long ago: Fundamental value matters. Financial Advisor (March 2009)