Behavioral Finance with John Nersesian | Philip Palumbo

Making Informed Decisions Using Macroeconomic Trends with Veneta Dimitrova | Palumbo Podcast Veneta Dimitrova is the Senior U.S. Economist for Ned Davis Research. She is the primary person responsible for formulating the U.S. economic outlook and identifying macroeconomic trends…
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Week of Reflection

A Week of Reflection It has taken a week to process the unspeakable acts of last weekend. Despite the lessons of history, we are always shocked at man’s ability to be inhumane. We pray for and support the Jewish community and Israel. We pray for the many innocent victims of the past week and the […]
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A Brief History of Debt

A Brief History of Debt (and Why it Matters) The last few weeks have looked a lot like 2022, which was the worst year for the 60/40 portfolio since 1937. I could write a book detailing the missteps of Congress and the Fed that have led us here, but there isn’t time for that, so […]
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The One to Watch

The One to Watch  In the face of ’no news’, we have seen a continuing rise in long term treasury bond rates (and decline in bond prices). This week, markets were squarely focused on the potential for this trend to continue that sent stock prices reeling once again, putting a crimp on diversified portfolios. So […]
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Under My Thumb

Under My Thumb Fed meetings usually focus on the change in current interest rates, but this week the focus was on 2024. Current rates were left unchanged, but the Fed doubled down on the ‘higher (rates) for longer’ theme. Chair Powell repeated at least a dozen times that the Fed will “proceed carefully” from here, […]
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Tale of the Tape

Tale of the Tape You have to be a very attentive student of the stock market to understand just how unusual this year has been. The year isn’t over yet, so much can change from now to the end of the year, but what has happened thus far is startling. If you read these pages […]
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Bloomberg Interview – Palumbo Wealth on Global Markets | September 10, 2023

Palumbo Wealth on Global Markets | Bloomberg Interview Philip Palumbo, CEO and CIO at Palumbo Wealth, discusses his outlook and investment strategies for global markets. He speaks with Haidi Stroud-Watts and Vonnie Quinn on “Bloomberg Daybreak: Asia.” (Source: Bloomberg) Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients […]
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