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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Valuations Only Matter on the Way Down | December 4, 2021

Valuations Only Matter on the Way Down The long-term investing lessons still apply. Like a game of musical chairs, you never know when the music will stop. Attempting to time markets is a hope, not a strategy. In our view, the better option is to keep your risks balanced and allow markets to give the […]
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Federal Reserve Chair Nominee (Podcast) | November 17, 2021

Bloomberg Radio Podcast Philip Palumbo, founder CEO and Chief Investment Officer for Palumbo Wealth Management joins Bloomberg Radio along with co-anchors Paul Sweeney and Matt Miller. Please join the broadcast as they discuss the new potential Federal Reserve Chair Nominee as well as the latest market insights. Listen Here  
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Only One Vote Counts in this Election | November 13, 2021

Only One Vote Counts in this Election Over the next few months President Biden may have the opportunity to nominate a majority of the Federal Reserve Board of Governors with the potential to fundamentally alter monetary policy and bank regulation. Like the Supreme Court, the Fed Board is comprised of seven of the most powerful, […]
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Tapering is Not a Fashion Statement | August 28, 2021

Tapering is Not a Fashion Statement There’s been a lot of talk about tapering lately and we’re not talking about the slim fit that is the style for men these days, we’re talking about the Fed’s balance sheet. Here’s what you need to know. For most of the period from late 2008 to today, the […]
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Why Are Government Bond Yields Declining? | July 10, 2021

Why are government bond yields declining? Is the new Delta Variant a threat to the global economic recovery? What should we expect from the upcoming earnings season? What we found to be most interesting, since Federal Reserve Chairman Powell spoke on June 16th, is government bond interest rates have been on a decline (please see […]
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