CPI Hits 7.5% : What it Means to Us… | February 12, 2022

CPI Hits 7.5% – What It Means to Us… Headline CPI for January surprised on the upside registering 7.5% vs. expectations of 7.3%. What makes it more of a surprise is that the day before, the ‘whisper number’ was that CPI would come in below expectations. The cause of the higher number is a scheduled […]
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Refinitiv Newscasts: Trading at Noon | February 9, 2022

Refinitiv Newscasts: Trading at Noon Podcast Please Click Here to listen to Philip Palumbo, Founder, CEO, and CIO of Palumbo Wealth Management as he weighs in on tech stocks and upbeat earnings that have lifted Wall Street.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or […]
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Bloomberg’s “The Tape” Podcast | February 7, 2022

How Markets Might Behave in 2022 (Radio) Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, discusses inflation, investing, and markets. Hosted by Paul Sweeney and Matt Miller. Please Click Here to listen.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where […]
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Bear Market Bounces | February 5, 2022

Bear Market Bounces Investopedia describes a bear market rally as follows: “…a period inside of a bear market in which prices of stocks temporarily increase, sometimes quite sharply, before returning to new lows. This rise in prices is typically a short-lived increase, sometimes lasting anywhere from days to months, amidst an overall long-term downward trend […]
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Embracing Risk | January 29, 2022

Embracing Risk After operating in an environment where risks were clearly backstopped by the Federal Reserve. For investors, the world we have known for at least the last 13 years was on course for a fundamental change. The message that investors should be hearing loud and clear is that that there are risks that can’t […]
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A Large Bubble in Search of a Large Pin | January 22, 2022

A Large Bubble in Search of a Large Pin We have been telling you for a long time that markets are expensive. This week, they got a little cheaper. Is it over? Yes and no. Markets don’t go down in straight lines and this market is very oversold on a short-term basis, so a rally […]
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