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Pro Perspectives 2/26/20

February 26, 2020 With the new coronavirus cases now growing faster outside of China, we'll likely see the true multiplicative nature of the…

Pro Perspectives 2/25/20

February 25, 2020 We talked yesterday about the message from the interest rate market.  The past two times we were…

Pro Perspectives 2/24/20

February 24, 2020 On Friday we talked about the drivers of the move in gold.  Among the scenarios, we talked…

Pro Perspectives 2/21/20

February 21, 2020 As we end the week, money is aggressively moving into gold, likely driven by Chinese demand (remember, they…

Pro Perspectives 2/20/20

February 20, 2020 We've talked about the Chinese central bank effect on global markets.  Among the biggest winners since China…

Pro Perspectives 2/19/20

February 19, 2020 We had another new record high for the S&P 500 today, and global markets in general were predominantly…

Pro Perspectives 2/18/20

February 18, 2020 For markets, a threat like the coronavirus doesn't have to go away for markets to move on…

Pro Perspectives 2/14/20

February 14, 2020 Today was the deadline for all big money managers to give a public snapshot of their portfolios…

Pro Perspectives 2/13/20

February 13, 2020 Let's step back from the day to day noise of newswires, and journalist opinions on infectious disease,…

Pro Perspectives 2/12/20

February 12, 2020 Jerome Powell just spent two days on Capitol Hill, making prepared remarks to Congress on the economy,…