TD Ameritrade Interview Phil Palumbo provides his take on the most recent rally which is part of the overall economic reflation trade. He sees areas in the market that are overvalued such as certain technology growth stocks, versus cyclical value stocks in airlines. Phil also sees secular tailwinds in post Covid-19 technology names like DOCU […]
Taking Stock of 2020 There is no doubt 2020 was one for the record books and in more ways than one. We were planning this commentary several weeks ago, but the craziness continued into 2021, so we postponed the comments until this week. Surviving through 2020 required discipline because it is far too easy to […]
Are we in a Bubble, and if so, is it Ready to Pop? Over the years we have experienced some crazy weeks in financial markets. This week is one right up there with the craziest of them. The big topic with investors and non-investors alike is: ‘Are we are in a financial bubble?’. The craziness […]
Commodities – The Bull Market You Aren’t Hearing About Over the past several months, these pages have been littered with concerns about inflation re-appearing. Much like recessions and pandemics, we never really know precisely when inflation might happen. This inability to predict markets is at the heart of our investment process. The world is unpredictable, […]
Bond Yields Raise Their Ugly Head Most of the time, market commentary focuses on the stock market, but every so often, the bond market flexes its muscle and takes center stage. This week was one of those times and with good reason. The push-pull of more fiscal policy to help the economy and the inflationary […]
Yahoo Finance Interview Listen as Palumbo Wealth Management’s CEO and CIO Philip Palumbo joins Zack Guzman and Akiko Fujita to discuss Bank Earnings and discuss select stocks. Watch Here Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are […]
TD Ameritrade Interview Watch as Phil Palumbo weighs in on the types of returns investors need for a long-term portfolio, as well as defining their risk exposure. Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed […]
