Palos Commentary

The Palos Perspective

The Case for Bitcoin

From 4 p.m. on Sunday to Tuesday afternoon, the price of a bitcoin dropped 8% to $84,000 and then rebounded fully by Wednesday, without any

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The Palos Perspective

The Yellow Brick Road

On October 9, 2025, gold soared 60% y/y to $4,061 an ounce, smashing every record in history, except for its exceptional performance in 1970s, when

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The Palos Perspective

Will the Beat Go On?

The market has been fearless of late with not just low volatility, but also tight credit spreads because there has been little anxiety of stagflation-depressed

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The Palos Perspective

What’s Next?

The Fed has cut its policy rate by 25 basis points, with one dissenting vote, as weak unemployment numbers gave the monetary authorities cover to

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