Billionaire's Portfolio

May 11, 2021 One of the great macro-traders of all time, Stan Druckenmiller, wrote an op-ed in the Wall Street Journal…

May 10, 2021 As we've discussed here in my daily Pro Perspectives notes, asset inflation is only a precursor for…

May 7, 2021 In this morning's jobs report, the market was looking for nearly a million new jobs created in…

May 6, 2021 We should expect a hot jobs report tomorrow to continue the steady creep of inflation concerns. It's the…

Yesterday we talked about the catalysts and technical set up for the extension of this move higher in oil prices.…

We are more than halfway through Q1 earnings season, and S&P 500 earnings compared to Q1 of last year are running…

May 3, 2021 As we've discussed, the inflation evidence continues to appear, with soaring key asset prices (like stocks, real…

  April 30, 2021 As we head into the weekend, let's gain some perspective on the growth and inflation picture. …

April 29, 2021 With the Amazon earnings report after the close today, we've now heard from the tech giants on…

April 28, 2021 We heard from the Fed today.  What is the market looking for from the Fed?  Any admission…