What A Long Strange Trip It’s Been

What a Long Strange Trip It’s Been Wall Street worries are abundant these days and we suspect much of the problem is that investors have been spoiled with much higher-than-average market returns for a long time. That era may be coming to an end, which means we need to adjust our thought process. Since the […]
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Fear, Greed & the Average Investor

Fear, Greed & the Average Investor Understanding the role of fear and greed in the stock market is crucial for investors seeking to make good investment decisions. While these emotions can create opportunities, they can also lead to costly mistakes if not properly managed. Both fear and greed lead to extreme market conditions, which, in […]
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Palumbo’s Picks: NOC, JPM, BAC, OXY | The Watch List | Schwab Network

Palumbo’s Picks: NOC, JPM, BAC, OXY | The Watch List | Schwab Network MARKETS HATE UNCERTAINTY—AND TRUMP’S POLICY AGENDA IS BRINGING PLENTY OF IT. In my recent interview on Schwab TV with @nicolepetallides, we discussed how President Trump’s monumental policy agenda is creating waves in the markets. Investors thrive on clarity, but with shifting policies […]
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A New Lead Dog?

A New Lead Dog? It was a tumultuous week and although the S&P 500 was only down about 1% for the week and 3% from the all time closing high last week, it sure felt a lot worse. The S&P500 had broken key technical levels on Thursday and Friday was uneventful until the end of […]
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The Uncertainty Principle

The Uncertainty Principle The uncertainty principle is a fundamental concept in quantum mechanics. It states that there is a limit to the precision with which certain pairs of physical properties, such as position and momentum, can be simultaneously known. In other words, the more accurately one property is measured, the less accurately the other property […]
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The China Challenge to U.S. Biopharma

The China Challenge to U.S. Biopharma Marc Pentopoulos, of Vista Point Capital, who manages the biotech portion of the Palumbo Emerging Growth strategy, published what we think is an important report discussing the evolution of Chinese competition with the biopharma industry. Here is a summary of his comments: Chinese biotech companies have largely caught up […]
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