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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Animal Spirits – Is the Market Ahead of the Fundamentals?

Animal Spirits – Is the Market Ahead of the Fundamentals? Most people prefer to think of markets as efficient rather than random. Markets are certainly efficient in the sense that new news, or fundamental information, is quickly reflected in stock prices. But there are times when rational, fundamental thought seems to disappear, and markets are moved […]
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CNBC Interview | Should The FED Cut Rates in July?

Should The FED Cut Rates in July? | Philip Palumbo I was recently invited onto CNBC as a contributor to give my thoughts on if the FED will cut rates in July. Here was my response!   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective […]
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Another Bite at the 100% Depreciation Apple

Another Bite at the 100% Depreciation Apple We are always a bit amused by politicians who position themselves as “pro-growth.” We have yet to find a politician who is against growth. The difference lies in the way they plan to achieve that growth. The One Big Beautiful Bill Act lays out President Trump’s attempts to […]
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My Thoughts on Amazon, Google and Tariff Volitility | Philip Palumbo

My Thoughts on Amazon, Google and Tariff Volitility | Philip Palumbo Just dropped some market insights on the latest segment of Trading 360 with Nicole Petallides! 📈 GOOGL hitting $250? I’m seeing the fundamentals align perfectly. Meanwhile, AWS continues to absolutely dominate the cloud space 🚀 And yes, we need to talk about tariff volatility. […]
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