Billionaire's Portfolio

September 16, 2021 Retail sales numbers came in much hotter than expected this morning. This continues the unprecedented performance of…

September 15, 2021 Stocks came back aggressively today.  Rates are higher, and commodities are broadly up.  The media gave (relatively)…

September 14, 2021 The inflation data this morning came in softer than expected.  But if we look a little closer, within…

September 13, 2021 We are nine days away from a Fed meeting.  And the expectations are that the Fed will lay…

September 10, 2021 Yesterday's speech by the President laid out a plan to raise the vaccination level.  As we discussed,…

September 9, 2021 On Tuesday we talked about the interest rate market, as a spot to watch.  The Fed meets in less…

September 8, 2021 As we discussed yesterday, there is report due from the Fed this month on the viability of…

September 7, 2021 We ended last week discussing a jobs report that showed weaker job growth, but hotter wage growth.…

September 3, 2021 The jobs report this morning showed just 235,000 jobs added in August.  That was well below expectations. …

September 2, 2021 The big jobs report comes in tomorrow morning.  As we discussed yesterday, things set up for a…