Billionaire's Portfolio

May 28, 2021 As we've discussed here in my daily Pro Perspectives notes, we are entering a period where we could very well see…

May 27, 2021 The second reading on Q1 GDP came in this morning.  The economy grew at a 6.4% annual rate.…

May 26, 2021 The clean energy agenda landed three heavy punches on the chin of the fossil fuels industry today.  Punch…

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…