Billionaire's Portfolio

April 5, 2022 On January 5th, the minutes from the December Fed meeting spelled out exactly what Jay Powell had told us just…

April 4, 2022 The banks will kick off earnings season next week.  They will be reporting on a quarter that slowed…

April 1, 2022 We end the week, and open a new month and quarter, with the jobs report.   Not surprisingly,…

March 31, 2022 For the second time in four months, the President has announced a release of oil from the Strategic…

March 30, 2022 As March ends, all eyes will turn to inflation data.  And it's going to be a wrecking ball…

March 29, 2022 Stocks rallied today (again).  Oil and gold traded lower today (again).  This has the appearance of a relief in the…

March 28, 2022 Markets kick off the week digesting the inflammatory words from Biden over the weekend, about removing Putin.…

March 25, 2022 Yesterday we talked about the coming food crisis.  Suddenly, the Biden administration is sending warning signals on this eventuality.…

March 24, 2022 Yesterday we talked about the prospects of a gas subsidy.  On cue, the governor of California presented…

March 23, 2022 With NATO leaders in Brussels tomorrow, the markets are reacting to a likely escalation in what looks like a Western…