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Pro Perspectives 5/20/21

May 20, 2021 The Fed minutes yesterday indicated that they continue to view the risks to the economy as skewed…

Pro Perspectives 5/19/21

May 19, 2021 We looked at three "bubble charts" yesterday (Bitcoin, Tesla and Lumber). One of the bubble charts burst…

Pro Perspectives 5/18/21

May 18, 2021 We talked about the closing of the bitcoin and gold performance gap yesterday.   Bitcoin has been…

Pro Perspectives 5/17/21

May 17, 2021 On Friday, we looked at three key charts as we ended the week. With the inflationary pressures…

Pro Perspectives 5/14/21

May 14, 2021 Let's look at some charts as we head into the weekend. As I said, for those who are…

Pro Perspectives 5/13/21

May 13, 2021 As we know, the broad expectations on the inflation outlook are shifting. A hot CPI yesterday.  A…

Pro Perspectives 5/12/21

May 12, 2021 We had CPI this morning. The numbers were hot.  While this was a surprise to those that…

Pro Perspectives 5/11/21

May 11, 2021 One of the great macro-traders of all time, Stan Druckenmiller, wrote an op-ed in the Wall Street Journal…

Pro Perspectives 5/10/21

May 10, 2021 As we've discussed here in my daily Pro Perspectives notes, asset inflation is only a precursor for…

Pro Perspectives 5/7/21

May 7, 2021 In this morning's jobs report, the market was looking for nearly a million new jobs created in…