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Pro Perspectives 12/2/20
December 2, 2020 Powell and Mnuchin have been on Capitol Hill the past two days. Yesterday, the Fed chair said…
Pro Perspectives 12/1/20
December 1, 2020 Stocks were up big today on news that the Senate had a bi-partisan proposal for a second…
Pro Perspectives 11/30/20
November 30, 2020 The broad stock market (S&P 500) finishes the month of November up 11%. Among the biggest movers for…
Pro Perspectives 11/25/20
November 25, 2020 Stocks have aggressively moved higher from the lows of March. The crash in stocks was fierce,…
Pro Perspectives 11/24/20
November 24, 2020 Stocks are back at record highs. Real estate prices are at record highs. Bond prices, are (still)…
Pro Perspectives 11/23/20
November 23, 2020 In the face of broadly rising asset prices today, gold was down 2%. As we discussed on…
Pro Perspectives 11/20/20
November 20, 2020 We've talked for months about the posturing between the Democrats and the Trump administration on a second relief…
Pro Perspectives 11/19/20
November 19, 2020 As we've discussed in recent days, the markets continue to underprice the risk of more chaos surrounding…
Pro Perspectives 11/18/20
November 18, 2020 We now have three vaccines that claim better than 90% efficacy. For what is considered to be such…
Pro Perspectives 11/17/20
November 17, 2020 Stocks traded lower today, but remain near record highs. The VIX, a reflection of the market's perception of…
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