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Pro Perspectives 2/22/21

February 22, 2021 Back in April of last year, a couple of weeks after the decision by policy makers (Fed…

Pro Perspectives 2/19/21

February 19, 2021 We talked about copper yesterday.  What was the biggest mover in global markets today?  Copper.  Copper was…

Pro Perspectives 2/18/21

February 18, 2021 Building on the inflation theme we've been discussing, we had more price data this morning (import and…

Pro Perspectives 2/17/21

February 17, 2021 With rates on the move, now back to pre-pandemic levels, what's the difference between now and February…

Pro Perspectives 2/16/21

February 16, 2021 We talked last week about a few things that bubbled up in the news today. First, we…

Pro Perspectives 2/12/21

February 12, 2021 With the Senate likely wrapping up the impeachment show by this weekend, the focus will turn next week…

Pro Perspectives 2/11/21

February 11, 2021 How hot is the market for SPACs?  Last year, was unimaginably hot.  There were 248 shell company…

Pro Perspectives 2/10/21

February 10, 2021 Yesterday, we talked about the value in European stocks, relative to a U.S. stock market that hangs…

Pro Perspectives 2/9/21

February 9, 2021 In a world of inflating stock markets, there remains good value in European stocks.   U.S. stocks are now…

Pro Perspectives 2/8/21

February 8, 2021 With the S&P 500 breaking 3,900 today, let's take a look at valuation. First, when we entered…