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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…