Billionaire's Portfolio

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…

May 14, 2021 Let's look at some charts as we head into the weekend. As I said, for those who are…

May 13, 2021 As we know, the broad expectations on the inflation outlook are shifting. A hot CPI yesterday.  A…

May 12, 2021 We had CPI this morning. The numbers were hot.  While this was a surprise to those that…

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.…