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Pro Perspectives 8/2/21

August 2, 2021 We heard from the Fed last week, and the tune has changed.  For the better part of…

Pro Perspectives 7/23/21

July 23, 2021 Yesterday we talked about the $5.5 trillion of additional government spending that appears very likely to be…

Pro Perspectives 7/22/21

July 22, 2021 It has been clear since the Georgia Senate run-off, that the Biden administration will get whatever spending package they want across…

Pro Perspectives 7/21/21

July 21, 2021 Yesterday, we talked about the buying opportunity in oil and oil and gas stocks.   Today, oil was…

Pro Perspectives 7/20/21

July 20, 2021 We had a big bounce back in markets today.  By midday, stocks had fully recovered the slide…

Pro Perspectives 7/19/21

July 19, 2021 Last Monday we talked about the foreseeable "spiking case" narrative, as cover for the Fed and for…

Pro Perspectives 7/16/21

July 16, 2021 Both Jay Powell and Janet Yellen publicly promoted the "transitory" case for inflation this week.  They will not…

Pro Perspectives 7/15/21

July 15, 2021 We talked last month about the building conversations in Washington about a central bank-backed digital currency (CBDC). …

Pro Perspectives 7/14/21

July 14, 2021 After a few weeks of theater on Capitol Hill, as the Biden administration acted as if they…

Pro Perspectives 7/13/21

July 13, 2021 As expected earnings season has kicked off with a bang.  JP Morgan crushed earnings expectations, nearly tripling…