Palos Commentary

The Palos Perspective

Turning Attention to the Economy

Economic indicators released last week by the Bureau of Labor Statistics revealed that US business, despite its apparent economic inequality, is enjoying “Goldilock” performance: inflation

Read More »
The Palos Perspective

The Dollar Debasement Question

Discussion surrounding whether dollar debasement is an immediate threat has so far been either theoretical or anecdotal, with little empirical evidence to justify its case.

Read More »
The Palos Perspective

It’s all about Productivity

Whatever happens in 2026 and beyond will be entirely dependent on whether recent productivity growth, which has registered average gains of 2.2% a quarter since

Read More »
The Palos Perspective

What’s Next? Neutral

Both the stock and bond markets cheered the Fed’s 3rd straight rate cut, but cutting rates further will be hard to do, even though the

Read More »
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

Read More »