Volatility Is Part of Investing. The Question Is How You Prepare for It.

Volatility Is Part of Investing. The Question Is How You Prepare for It. With the recent volatility in markets and interest rates moving higher, I’ve been getting the same question from a number of clients: What should we be doing with our portfolios? My answer starts with something very simple. There will always be something […]
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My Thoughts on Amazon, Google and Tariff Volitility | Philip Palumbo

My Thoughts on Amazon, Google and Tariff Volitility | Philip Palumbo Just dropped some market insights on the latest segment of Trading 360 with Nicole Petallides! 📈 GOOGL hitting $250? I’m seeing the fundamentals align perfectly. Meanwhile, AWS continues to absolutely dominate the cloud space 🚀 And yes, we need to talk about tariff volatility. […]
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Special Report: Liberation Day? Not So Liberating.

Liberation Day? Not So Liberating. President Trump’s so-called Liberation Tariff Day wasn’t very liberating for the stock market or the broader economy. As we’ve consistently said, markets hate uncertainty, and right now, we’re facing the most consistent uncertainty we’ve seen since the early days of COVID. Our view is simple: the tariff terms announced are so extreme that […]
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Palumbo’s Picks: NOC, JPM, BAC, OXY | The Watch List | Schwab Network

Palumbo’s Picks: NOC, JPM, BAC, OXY | The Watch List | Schwab Network MARKETS HATE UNCERTAINTY—AND TRUMP’S POLICY AGENDA IS BRINGING PLENTY OF IT. In my recent interview on Schwab TV with @nicolepetallides, we discussed how President Trump’s monumental policy agenda is creating waves in the markets. Investors thrive on clarity, but with shifting policies […]
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Forecasters Agree to Disagree

Forecasters Agree to Disagree In this age of big data, it’s not uncommon to see an analysis like this made-up example: After a positive year for the S&P 500, if January the following year is also up, that year is also positive 74% of the time with an average return of 9.3%. Assuming that scenario […]
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