Shutdown, But Not Shut Out

Shutdown, But Not Shut Out The longest government closure in U.S. history was in Trump’s first administration, lasting 35 days in late 2018 into 2019. During that period, the stock market rose roughly 10%, but do not read too much into that. The fourth quarter of 2018, and especially December, was a painful period for […]
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One Giant Leap?

One Giant Leap? After last week’s biotech update, it only seems fair to do the same with the other half of the Palumbo Emerging Growth Portfolio. This week we provide an update on the Portfolio’s emerging technology side, which includes in AI, robotics, and Web 3.0. The comments below reference discussions with Marc Weiss, Co-Founder […]
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We’ve Seen this Movie Before

We’ve Seen This Movie Before This week brought NVDA earnings, which again showed phenomenal growth in sales and earnings, with similarly impressive margins, all attributed to the global scramble to gain position in the AI movement. This has been driven in large part by the large hyperscalers (AMZN, MSFT, AAPL, GOO and TSLA) ordering massive […]
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