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Pro Perspectives 7/23/20

July 23, 2020 As we discussed yesterday, if you've been listening to Pompeo, it's increasingly clear that he's setting the table…

Pro Perspectives 7/22/20

July 22, 2020 The news of the day wasn't about China, the virus or earnings.  It was this headline:  "White House…

Pro Perspectives 7/21/20

July 21, 2020 With the EU's agreement this morning on a 750 billion euro fiscal package, the long-term prospects for…

Pro Perspectives 7/20/20

July 20, 2020 Despite what has been billed as a terrible earnings season, thus far, 73% of S&P 500 companies…

Pro Perspectives 7/17/20

July 17, 2020 Yesterday, we looked at the COVID story, through a simple and clear lens -- the data.   Contrary…

Pro Perspectives 7/16/20

July 16, 2020 I like primary research.  I don't like to rely on journalists to interpret the world for me.   …

Pro Perspectives 7/15/20

July 15, 2020 Yesterday we talked about the banks, in particular, the record Q2 performance of JP Morgan. If you…

Pro Perspectives 7/14/20

July 14, 2020 JP Morgan and Citi reported this morning before the open.  We talked about the backdrop for these…

Pro Perspectives 7/13/20

July 13, 2020 Second quarter earnings kick into gear this week.  We'll hear from the big four banks in the…

Pro Perspectives 7/10/20

July 10, 2020 The NY Fed's GDP forecasting model is now looking for a contraction of only 15% for Q2.   …