Billionaire's Portfolio

September 30, 2021 We've talked a lot about the globally coordinated climate agenda for the better part of the past year. …

September 29, 2021 The Fed spent much of the year telling us that inflation is "transitory."  This was clearly intended…

September 28, 2021 Last week, we had a big technical breakdown in stocks, and we discussed the reasons to believe there…

September 27, 2021 We've talked quite a bit about the relationship between interest rates and small cap value stocks. Specifically,…

September 24, 2021 Overnight the Chinese government declared all cryptocurrency activity is officially illegal. Global governments have made it very clear that…

September 23, 2021 Yesterday, the Fed clearly communicated to us that they will begin exiting emergency level policies, likely at the…

September 22, 2021 The Fed left policy unchanged today, but Jerome Powell gave us plenty of information about what to…

September 21, 2021 Global markets recovered some today, after yesterday's action. But as we discussed yesterday, this correction (now 5% peak…

Pro Perspectives 9/20/21 This is a daily publication of global market perspectives from the founder of The Billionaire's Portfolio.

September 17, 2021 As we head into next week's Fed meeting, stocks have closed down eight of the last nine…