The Elephant in the Room

The Elephant in the Room We have long held that the Fed has been the dominant force in both the stock and bond markets. Rates going down? Then markets are moving up, and vice versa. That has generally been true since the recovery started in 2009. More recently, the Fed has taken a back seat. […]
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The Future of NVIDIA with Philip Panaro | 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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EV’s Running Out of Customers? We’ve Seen This Movie Before!

EV’s Running Out of Customers? We’ve Seen This Movie Before! The title this week was prompted by a headline on Business Insider ”EVs are running out of customers — and some dealers don’t want them anymore”. Not long ago, this headline seemed unfathomable. The move toward green tech seemed unstoppable, and EV demand seemed insatiable, […]
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It’s a Mad, Mad, Mad, Mad World

It’s a Mad, Mad, Mad, Mad World Our title this week is also the title of a 1963 comedy. The movie is about a group of motorists that witness a deadly accident. The drivers’ final words are the location of a hidden stash of money. The situation quickly devolves into a wild and hilarious free […]
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WARNING! Use Extreme Caution! | January 1, 2022

WARNING! Use Extreme Caution! “After two years of ‘up, up, up’ this must be a great time to be an advisor – it just doesn’t get much easier than this!” This theme was more common than expected as we exchanged holiday wishes with friends and clients. The reality is just the opposite. This environment is […]
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Philip Palumbo Talks Picks in Tech and Health Care

TD Ameritrade Interview Watch here as Philip Palumbo, CEO and CIO of Palumbo Wealth Management discusses Home Depot earnings and gives his stock picks including Home Depot, Disney, Nvidia, and Qualcomm.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its […]
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