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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Bio… The Other Technology

Bio… The Other Technology As a background, earlier this year, Palumbo Wealth Management (“Palumbo”) announced the formation of our Palumbo Emerging Growth Portfolio. We built a portfolio of public companies within the emerging technology and biomedical technology sectors. Our belief is that we are at the beginning of new wave of long-term technology megatrends that […]
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Flip the Script

Flip the Script In the words of Ron Burgundy (“Anchorman”): “Boy, that escalated quickly. I mean that really got out of hand fast.” The soft-landing theme was fun while it lasted, but that script got flipped in a hurry by a series of weaker than expected economic data. The ISM (Institute fro Supply Management) manufacturing […]
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Extremes

Extremes The Billy Joel channel is back on Sirius XM this month (channel 79, if you care) and it has become my go to channel in the car. Thursday, on my way home, they played “I go to Extremes” and I couldn’t help but think about the stock market. Markets tend to go to extremes, […]
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