The China Challenge to U.S. Biopharma

The China Challenge to U.S. Biopharma Marc Pentopoulos, of Vista Point Capital, who manages the biotech portion of the Palumbo Emerging Growth strategy, published what we think is an important report discussing the evolution of Chinese competition with the biopharma industry. Here is a summary of his comments: Chinese biotech companies have largely caught up […]
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Is the Stock Market Dead?

Is the Stock Market Dead? Navigating the private markets amid a shrinking universe of public companies   For generations, the stock market has provided a pathway to the American dream. Millions of families have saved and invested in public companies, and as those businesses have grown, they’ve purchased homes, started their own businesses, sent their […]
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Photo Finish

Photo Finish There are a few stock market sayings that drive me crazy. One is ‘The stock market likes certainty’. I always ask, who doesn’t? Wouldn’t you like to know exactly what is going to happen? I sure would. Has that ever happened? Of course not! The market may like certainty, but certainty never exists. […]
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And So It Begins (Again)

And So It Begins (Again) Trump 2.0 begins on Monday and what that will bring to financial markets remains far from clear. What we have seen thus far is that the stock market is generally positive about what is to come, and the bond market is generally negative. The things that appear most obvious are […]
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A Different Take on Tech

A Different Take on Tech One of the many problems with Wall Street research is that more often than not, it is an exercise in group think, that is, it generally has the same opinion. It is rare that the other side of the coin is examined. There are many reasons for that, which we […]
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Data for Sale: Tips to Help Protect Your Private Information

Data for Sale: Tips to Help Protect Your Private Information On December 3, 2024, the Federal Trade Commission (FTC) announced a proposed settlement in legal action against a data broker named Mobilewalla, which was accused of using location data obtained through online advertising auctions to identify consumers by factors such as private home address and […]
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Taking Stock

Taking Stock As we embark on the last year of the first quarter of the 21st century, it seems appropriate to take stock of the situation. Looking backward, if you were long mega cap tech stocks, gold or Bitcoin, there was plenty to smile about in 2024, but otherwise, it was a less than stellar […]
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