Billionaire's Portfolio

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…

September 16, 2021 Retail sales numbers came in much hotter than expected this morning. This continues the unprecedented performance of…

September 15, 2021 Stocks came back aggressively today.  Rates are higher, and commodities are broadly up.  The media gave (relatively)…

September 14, 2021 The inflation data this morning came in softer than expected.  But if we look a little closer, within…

September 13, 2021 We are nine days away from a Fed meeting.  And the expectations are that the Fed will lay…