A Question of Balance

A Question of Balance Balance Sheets are the Rodney Dangerfield of finance – no respect. Everyone pays attention to income statements. Did earnings miss or beat expectations? Balance sheets, on the other hand, are rarely, if ever, discussed. The U.S., like corporations, sets a budget each year, but unlike corporations, there is often little regard […]
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Rising Oil Prices Could Pose the Latest Threat to the Economy

Rising Oil Prices Could Pose the Latest Threat to the Economy Oil prices have surged by over 17% since late June, causing transportation costs for both consumers and businesses to rise and unsettling financial markets. On September 27, West Texas Intermediate crude, the U.S. oil price benchmark, surpassed $93 per barrel, reaching its highest point […]
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Technically Speaking…. It Doesn’t Look Good

Technically Speaking…. It Doesn’t Look Good Over time, markets move based on fundamental factors; revenue growth, returns on capital, cash flow, and earnings. But in the short run, technical factors (i.e., chart reading) play a large role. We all experience the emotional roller coaster of markets to varying degrees. Technical analysis is an attempt to […]
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We Didn’t Start the Fire

We Didn’t Start the Fire… The whole world appears to be burning these days. Ukraine remains embroiled in war; the Middle East is erupting (again); mortgage rates hit 8%; inflation; the President is a bit fuzzy; the Republican House can’t find a Speaker; crime is up; the U.S. (and the entire world) is drowning in […]
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Behavioral Finance with John Nersesian | 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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Week of Reflection

A Week of Reflection It has taken a week to process the unspeakable acts of last weekend. Despite the lessons of history, we are always shocked at man’s ability to be inhumane. We pray for and support the Jewish community and Israel. We pray for the many innocent victims of the past week and the […]
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A Brief History of Debt

A Brief History of Debt (and Why it Matters) The last few weeks have looked a lot like 2022, which was the worst year for the 60/40 portfolio since 1937. I could write a book detailing the missteps of Congress and the Fed that have led us here, but there isn’t time for that, so […]
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