Looking for One Foot Bars | May 14, 2022

Looking for One Foot Bars After a difficult start to 2022, the tone of markets has become decidedly worse over the last 2 weeks, notwithstanding the rally on Friday, as markets appear to be shifting their focus from an inflation problem to a growth problem (i.e. a looming recession). The S&P 500 is now down […]
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The New Cold War | March 12, 2022

Short-Term Humanitarian Problem & Long-Term Economic Problem Hopes were raised, then dashed, and raised yet again this week as President Zelensky took NATO off the table for Ukraine and put a new negotiation on the table. The potential glitch appears to be the demand that ‘not one inch’ of Ukraine is lost (we’re unsure where […]
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Reuters Interview | February 15, 2022

Fed Policy and Inflation Outlook Make Gold Shine The price of gold is trading near eight-month highs on concerns around inflation as well as the ongoing geopolitical crisis over Ukraine. Philip Palumbo of Palumbo Wealth Management explains why he thinks gold should be an important part of any investor’s portfolio. Please Click Here to listen.
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Can China Reverse the Current Inflation Trend? | May 29, 2021

Can China Reverse the Current Inflation Trend? Although supply chain disruptions are clearly a contributing factor to current inflation, China’s influence on inflation should not be discounted. Prices are still significantly higher, but have recently fallen, coinciding with Chinese authorities cracking down on commodity speculation. The recent correction does NOT mean we can stop worrying […]
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The Long and Short of Interest Rates | February 27, 2021

The Long and Short of Interest Rates When the week started, it appeared that short-term rates would be the ‘story of the week’ due to a planned drain of Treasury cash (See “Are Negative Rates Coming Despite Fed Opposition”, below.) However, on Thursday, long-term rates took center stage as the 10-year yield jumped from a […]
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