The Palos Perspective
The Palos Perspective: So Far, So good
The S&P 500 powered to a succession of 21 new record highs over the past 3 months, producing a 10.2% quarterly gain and hitting a
avril 10, 2024
Commentaires de Palos
The Palos Perspective
The Palos Perspective: What’s Next?
Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless
mars 27, 2024
The Palos Perspective
The Palos Perspective: The Last Mile of Inflation
Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless
mars 20, 2024
The Palos Perspective
The Palos Perspective: The Fed’s Economic Narrative is Positive – or Not Far Off
Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless
mars 13, 2024
The Palos Perspective
The Palos Perspective: Beware the Ides of March: The Economy is Unknowable and Unpredictable
I’m a happy camper because everything is copacetic. Employment is doing fine, inflation is moderating, productivity is rising and the stock market is hitting record
mars 7, 2024
The Palos Perspective
The Palos Perspective: Nvidia’s Moment: The Most Important Stock on Planet Earth Says Goldman Sachs
The Wednesday release of the January FOMC minutes was not on the top of my mind because I was pretty sure that the policymakers were
février 29, 2024
