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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…

Pro Perspectives 8/21/20

August 21, 2020 We talked about the outlook for inflation.  Global central banks have explicitly devalued cash, flooding the world…

Pro Perspectives 8/20/20

August 20, 2020 Yesterday, we talked about the $2 trillion valuation of Apple.  And we observed the disconnect between the…

Pro Perspectives 8/19/20

August 19, 2020 Stocks reversed into the end of the day, after printing a new record high.  This comes on the…

Pro Perspectives 8/18/20

August 18, 2020 With the S&P closing at a new record high today, I want to revisit my note from March…