Michael Palumbo (@mikepal10) 's Twitter Profile
Michael Palumbo

@mikepal10

Dad: Christina Mike Matt Sam Mays Monaco. Did some cool things, prob do more. MJP Capital, Ill Tech Trustee, WBBM, NU MBA, Red Pilled Uncancellable

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linkhttps://mjpcapital.net calendar_today23-04-2011 00:03:05

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Michael Palumbo (@mikepal10) 's Twitter Profile Photo

I am on WBBM Newsradio IN FIVE MINUTES!! Talking general markets and will get into the possible #TikTok deal. Tune in NOW AM780 FM105.9 and audacy.com

Andy Giersher (@giersh) 's Twitter Profile Photo

๐Ÿ“ˆ Whatโ€™s moving Wall Street next! ๐ŸŽ™๏ธ w/ @MIkePal10 on WBBM Newsradio Noon Business Hour ๐Ÿ“ป 780AM | 105.9FM #Chicago

๐Ÿ“ˆ Whatโ€™s moving Wall Street next! ๐ŸŽ™๏ธ w/ @MIkePal10 on <a href="/WBBMNewsradio/">WBBM Newsradio</a> Noon Business Hour ๐Ÿ“ป 780AM | 105.9FM #Chicago
Michael Palumbo (@mikepal10) 's Twitter Profile Photo

We have both in trades done overnight and in premarket, gone back to UNDERWEIGHT EQUITIES. A lot of volatility ahead imo. Biggest holdings are $GLD $RKLB $IBKR and $META

Michael Palumbo (@mikepal10) 's Twitter Profile Photo

Closed $FIVE long it was a real good one but it's fully valued. Opened $BMO a great defensive bank, super well run. Banks should outperform over the next year. Largest positions remain $GLD $RKLB $META $IBKR

Michael Palumbo (@mikepal10) 's Twitter Profile Photo

All you $RKLB RocketHeads, there is a launch today in a few hours. Should move the stock tomorrow. It's our second biggest position next to gold.

Michael Palumbo (@mikepal10) 's Twitter Profile Photo

Sold 4% of our $RKLB at $72.22 bc position size is too large for the overall portfolio. Still our biggest holding. To the moon ๐Ÿš€๐Ÿš€๐Ÿš€

Michael Palumbo (@mikepal10) 's Twitter Profile Photo

We are cutting positions across the board by 25-50%. Our largest position remains $RKLB. Thinking a bumpy fourth quarter and locking in close to half of what has been a good but very difficult year.

Michael Palumbo (@mikepal10) 's Twitter Profile Photo

Bought back roughly half the stock we sold on Tuesday. Markets moving very fast and we think the worst of the winner selloff is already over.

Michael Palumbo (@mikepal10) 's Twitter Profile Photo

Huge move up coming tomorrow for one of our biggest national holdings, $ARGT. Big election win for Trump ally Javier Milei. I try to share all my largest positions and missed this one. I don't post much about our international picks but here they are: $ARGT $VNM $EWW $IFN

Michael Palumbo (@mikepal10) 's Twitter Profile Photo

On WBBM Newsradio at bottom of the hour talking China trade, earnings, Fed, a lot going on as we get to midweek. Tune in! AM780 FM105.9 and audacy.com

Michael Palumbo (@mikepal10) 's Twitter Profile Photo

Two of our biggest positions w big moves on earnings AH. $META down 8%, $GOOGL up 6%. So for us it's about a push and a great example how diversity usually softens the blow of a bad earnings print.