It Don’t Come Easy

It Don’t Come Easy We’ve been concerned that the Street’s view of AI has been a bit ‘one-sided’, that is, looking only at the benefits, and not focusing on the costs. That may have come to an end this week as AI had its first collision with reality when Meta offered weaker Q2 revenue guidance […]
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The Future of AI and Healthcare Innovation

The Future of AI and Healthcare Innovation Back in late January, Palumbo Wealth Management sponsored our AI/Biotech Summit. We’re thrilled that many of you were able to attend. But for those that were unable to attend, here is your chance to get the scoop. This week we present the video of the Summit. Capitalism is based […]
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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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And the Winner Is…

And the Winner Is… I read an interesting article on Morningstar that compares Cisco and NVIDIA, asking if Cisco’s fall from grace will be repeated by NVIDIA. The simple answer is – Yes, of course it will. The difficult question is when that will happen. Back at the peak of the internet bubble, as we transitioned […]
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That’s A Lot of Manure

That’s A Lot of Manure Economic history is full of roadblocks, things that appear impossible to overcome, until some technological advance comes along and changes the dynamics completely. Railroads changed U.S. transportation in the late 1800’s, fertilizers changed our ability to feed a growing global population. Even the automobile, now the bane of environmentalists, was […]
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