Palos Commentary

The Palos Perspective

There Are Substantive Factors in Play

The stock market regained its footing after Monday’s DeepSeek mini-panic because Q4 earnings reports surpassed expectations, the dovish Fed paused, and robust economic growth remained

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The Palos Perspective

Trump’s Agenda

President Trump kick-started the MAGA agenda on Day 1 with 5 important quotes that set the tone for the next 100 days. These are particularly

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The Palos Perspective

The State of the U.S. Economy

Many investors are bearish because contrarian indicators show that there are too many bulls and not enough bears, and therefore too much complacency. This belief

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