Pro Perspectives 7/22/21
July 22, 2021 It has been clear since the Georgia Senate run-off, that the Biden administration will get whatever spending package they want across…
Pro Perspectives 7/21/21
July 21, 2021 Yesterday, we talked about the buying opportunity in oil and oil and gas stocks. Today, oil was…
Pro Perspectives 7/20/21
July 20, 2021 We had a big bounce back in markets today. By midday, stocks had fully recovered the slide…
Pro Perspectives 7/19/21
July 19, 2021 Last Monday we talked about the foreseeable "spiking case" narrative, as cover for the Fed and for…
Pro Perspectives 7/16/21
July 16, 2021 Both Jay Powell and Janet Yellen publicly promoted the "transitory" case for inflation this week. They will not…
Pro Perspectives 7/15/21
July 15, 2021 We talked last month about the building conversations in Washington about a central bank-backed digital currency (CBDC). …
Pro Perspectives 7/14/21
July 14, 2021 After a few weeks of theater on Capitol Hill, as the Biden administration acted as if they…
Pro Perspectives 7/13/21
July 13, 2021 As expected earnings season has kicked off with a bang. JP Morgan crushed earnings expectations, nearly tripling…
Pro Perspectives 7/12/21
July 12, 2021 As we kick off earnings season this week, stocks are new record highs, again. As we've discussed,…
Pro Perspectives 7/9/21
July 9, 2021 Markets came roaring back today. Again, as we discussed yesterday, liquidity is king. And the Fed and…