Billionaire's Portfolio

August 20, 2019 Within the "deregulation" pillar of Trumponomics, dialing back the Volcker rule has been one.  The Volcker Rule,…

August 19, 2019 The most important news last week, didn't come from the President's twitter account.  It didn't come from…

August 16, 2019 Yesterday, we talked about the one-two punch from the Fed and ECB last December, that set up…

August 15, 2019 The move in global bond yields (market interest rates) continue to plunge today. The U.S. 10 year…

August 14, 2019 Yesterday we looked the chart of the 10-year yield, which was disconnected from the brief risk-reprieve that…

August 13, 2019 Yesterday we talked about the converging of geopolitical storms.  But as we discussed, the linchpin remains U.S./China…

August 12, 2019 We open the week with a storm of rising geopolitical issues.  Let's step through them, and then…

August 9, 2019 As we end the week, Trump continues to posture for some leverage to get China back to…

August 8, 2019 The yuan continues to be the signal for global markets, and for the past two days China…

August 7, 2019 The global interest rate market continues to price in the worst-case scenario.   What's the worst-case scenario?  An…