Billionaire's Portfolio

May 25, 2021 There have been reports going around the past couple of days that Chinese government is cracking down on…

May 24, 2021 We talked about the correction in oil prices last week, as an opportunity to buy the dip…

May 21, 2021 As we've discussed here in my daily Pro Perspectives notes, we are entering a period where we could…

May 20, 2021 The Fed minutes yesterday indicated that they continue to view the risks to the economy as skewed…

May 19, 2021 We looked at three "bubble charts" yesterday (Bitcoin, Tesla and Lumber). One of the bubble charts burst…

May 18, 2021 We talked about the closing of the bitcoin and gold performance gap yesterday.   Bitcoin has been…

May 17, 2021 On Friday, we looked at three key charts as we ended the week. With the inflationary pressures…

May 14, 2021 Let's look at some charts as we head into the weekend. As I said, for those who are…

May 13, 2021 As we know, the broad expectations on the inflation outlook are shifting. A hot CPI yesterday.  A…

May 12, 2021 We had CPI this morning. The numbers were hot.  While this was a surprise to those that…