About-Face

About Face The governmental about-face on Bitcoin and crypto currencies in general has been quite astounding. The Biden administration had been a roadblock to general acceptance of Bitcoin, but that began to turn in 2023 as the Treasury Dept eased their stance against Bitcoin ETFs (which eventually started trading in early 2024). The governmental concern […]
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Don’t Worry, Be Happy

Don’t Worry, Be Happy Our advice before the election was “Don’t Worry, Be Happy” and now that the Trump cabinet is coming together, we still feel that is the correct advice. Many Democrats and Republicans feel like their party has left them behind, which explains the increasing number of voters choosing to register as independent. […]
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Healthcare and the RFK Effect

Healthcare and the RFK Effect With the election in the rearview mirror and cabinet choices being made, we thought we’d check in with Marc Pentopouos, the stock picker for the healthcare/biotech portion of the Palumbo Emerging Growth Portfolio. Marc always has his ear to the ground and with RFK Jr. the controversial pick as Secretary […]
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Schwab Network Interview | The Biggest Concerns in Today’s Markets

Schwab Network Interview | The Biggest Concerns in Today’s Markets Listen in on my interview with Oliver Renick on Schwab Network to voice my number 1 concern. I recently shared my thoughts on one of the biggest concerns in today’s markets: rising rates on the long end of the curve. The implications for the economy, […]
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Bit-Trump

Bit-Trump Over the years, Donald Trump’s positions haven’t changed much, but one place where they have changed is crypto currencies, specifically Bitcoin. The attitude change toward cryptos has been so dramatic that Bitcoin has been one of the best performing asset since his election. The iShares Bitcoin Trust (IBIT) has risen over 30% from Monday, […]
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Bullish Post-Election; But Obstacles Remain

Bullish Post-Election; But Obstacles Remain We’ve held a positive outlook on the equity markets leading into the election, and recent developments have only strengthened our conviction. Here’s why we’re optimistic about continued growth in the U.S. Equity market: Strong Earnings Outlook: Corporate earnings for 2024 are solid, and forecasts for the remainder of this year […]
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