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Pro Perspectives 9/4/20
September 4, 2020 We had another good jobs number this morning. More than 3 million people that were on temporary layoff have…
Pro Perspectives 9/3/20
September 3, 2020 Stocks were hammered today, following the 64% run off of the March 23rd lows. Yes, that's a…
Pro Perspectives 9/2/20
September 2, 2020 Stocks continue to move higher, for the reasons we've discussed here daily (namely, a policy response that…
Pro Perspectives 9/1/20
September 1, 2020 With the health crisis, when we wanted to know how things were progressing, we had to ignore…
Pro Perspectives 8/31/20
August 31, 2020 Warren Buffett just invested $6 billion into five of Japan's biggest "trading companies." Assuming he took a…
Pro Perspectives 8/28/20
August 28, 2020 As we discussed yesterday, the Fed has now formalized their strategy to let inflation run hot, to insure…
Pro Perspectives 8/27/20
August 27, 2020 We've talked about the coming inflation tsunami, thanks to the bazooka monetary and fiscal policy response that…
Pro Perspectives 8/26/20
August 26, 2020 The hurricane in the Gulf of Mexico has been upgraded to a category 4. That will make…
Pro Perspectives 8/25/20
August 25, 2020 Yesterday we talked about the catalyst for a move in crude oil. Today, crude was up as…
Pro Perspectives 8/24/20
August 24, 2020 We talked about crude oil late last week. Let's continue on this theme today, as two supply disrupting…
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