Billionaire's Portfolio

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…

December 15, 2020 Stocks are up big today as it looks like Congress will agree on a stimulus package that…

December 14, 2020 State electoral votes are being cast today.  And the Pfizer vaccine is being distributed. Yet stocks finish down…