Billionaire's Portfolio

March 31, 2021 The President made his case today for a big infrastructure spend.  There's a lot of chatter about…

March 30, 2021 On the theme of higher prices, we know money has been plowing into "inflation assets."  As we…

March 29, 2021 When they pump the world with liquidity, as the central banks and governments have, we will see…

March 26, 2021 We talked yesterday about the new added risk to the inflation picture -- the supply disruption in…

March 25, 2021 Adding to the risk of a hot run in inflation, we now have a massive container blocking the…

March 24, 2021 With the global politicians organizing this week to discuss the coordinated climate action game plan, it's beginning…

March 23, 2021 The broad risk environment is "off" today.  It was led by a 6% decline in oil prices. …

March 22, 2021 Last week was all about inflation and interest rates, as the Fed led a line up of…

March 19, 2021 We've talked about inflation and interest rates all week, and the build up to, and aftermath of, the Wednesday Fed meeting.…

March 18, 2021 After the Fed meeting yesterday, where Jay Powell once again painted an impractical economic outlook, (where inflation remains…