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 […]
READ POST

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 […]
READ POST

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 […]
READ POST

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. […]
READ POST

Trump Accounts: Take the Money and Run

Trump Accounts: Take the Money and Run The Trump Administration hopes that the new Trump Accounts will be a ‘path to prosperity’. These accounts are designed to be tool that helps families get a start on saving for education, and with no withdrawals allowed until kids are 18 years old, it can also provide a […]
READ POST