Mixed Messages

Mixed Messages The interplay between jobs data and inflation has created a complex landscape for both stock and bond markets, with investors parsing every economic release for clues about the next move from the Federal Reserve as well as from the broader economy. For the last several years, inflation data has dominated the narrative for […]
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Palumbo Wealth Management Makes FA’s 2025 Top 50 Ranking!

Exciting News – We’ve Been Recognized as a Top 50 Fastest-Growing Firm! Dear Clients, I am extremely proud to share that our firm has been recognized as one of the Top 50 fastest-growing wealth advisory firms in the United States from Financial Advisor Magazine. Even more exciting, within that group, we ranked 10th nationwide, alongside […]
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Yawn!

Yawn! VIX (volatility index) futures spiked on Wednesday as NVIDIA, the world’s most valuable company, was set to report earnings after the market close. The expectation was that this earnings report could either solidify the AI story or reveal cracks in the narrative for the first time—after all, nothing lasts forever. Business TV news networks […]
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Damn the Torpedoes – Full Speed Ahead!

Damn the Torpedoes – Full Speed Ahead! Chair Powell’s term is set to expire in May 2026, but President Trump needs the economy and the stock market to perform well over the next 14 months—or the GOP’s chances of holding the House are shaky at best. That has Trump placing enormous pressure on Chairman Powell, […]
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The Tariff-Inflation Connection

The Tariff-Inflation Connection It was a confusing week of inflation information this week. On Tuesday, the CPI (Consumer Price Index), was reported at 0.2% for the month and 2.7% year over year, essentially as expected. That eased concerns regarding the impact of tariffs on inflation. Two days later, the PPI (Produce Price Index) reported an […]
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Price is What You Pay

Price is What You Pay, Value is What You Get Wisdom from an Accomplished Value Investor We make a point of studying the best investors in the world. This week, we came across a Bloomberg Interview with Chris Davis, Chairman and Portfolio Manager of Davis funds. The full interview can be found in the link […]
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