Billionaire's Portfolio

January 7, 2021 Congress formally certified Biden overnight.  So, we officially have a Biden presidency and an aligned Congress.  With…

January 6, 2021 We've talked about the prospects for increased risk to confidence, surrounding the Electoral College count. The expectation was…

January 5, 2021 As we discussed yesterday, a democrat sweep in today's Georgia Senate race would likely lead to a multi-trillion…

January 4, 2021 Happy New Year!  This time last year, we were talking about the prospects another late-90s type of…

December 23, 2020 It’s been an eventful year, and I hope you’ve gained some valuable bigger picture perspectives on markets,…

December 22, 2020 We have another $900 billion added to the policy response this year.  That gives us a total…

December 21, 2020 A year ago, as we were approaching a new year, we talked about the prospects of seeing…

December 18, 2020 We're nearing the finish of a chaotic year at (or near) some important round numbers in key markets. …

December 17, 2020 What's going on with bitcoin? Since yesterday morning, the value of bitcoin has ripped by almost 25%,…

December 16, 2020 A few weeks ago, at a congressional testimony, Jay Powell talked of  "upside risks" to the medium-term…