Billionaire's Portfolio

June 26, 2020 Yesterday we talked about the context around the rising virus cases.   Again, we are beginning to see…

June 25, 2020 With "cases spiking,” let's take a look at some charts. And then I have some very interesting commentary…

June 24, 2020 With all of the fear the media is stoking from the rise in cases in some states,…

June 23, 2020 As we continue to lay out the building inflation story, the markets continue to substantiate it.   Yesterday we talked about the prospects…

June 22, 2020 Tomorrow will mark three-full-months since the Fed responded to the nationwide stay-at-home orders, with the nuclear option of…

June 19, 2020 As we end the week, let's revisit this concept we've been discussing for the past three months,…

June 18, 2020 Yesterday we revisited the wage story.   Not only will wages drive an inflation run we haven’t seen…

June 17, 2020 We've talked a lot about the perfect brew for an inflation run.  First, we have a supply disruption…

June 16, 2020 We talked yesterday about the simple math that tells us that the response from policymakers over the past three months was far…

June 15, 2020 The media continues to bait readers and watchers with sensational "second wave" and virus “cases spiking" headlines. …