Billionaire's Portfolio

August 18, 2021 The minutes from the July Fed meeting hit today.  It's well known, now, that the Fed has…

August 17, 2021 Jay Powell spoke today in a virtual Town Hall meeting.  Given that the Fed has had a…

August 16, 2021 The stock market hit another record high today, again proving to be impervious to geopolitical risk.  Why?  Liquidity.  There…

August 12, 2021 Let's take a look at some pretty shocking data from this morning ... This is the University of…

August 12, 2021 With a $1.2 trillion infrastructure package approved, let's take a look at industrial metals.  We already know,…

August 11, 2021 The Democrats need 50 votes in the Senate to steamroll Biden's $3.5 trillion spending plan through Congress. We…

August 10, 2021 The Senate has passed a $1.2 trillion infrastructure package.  It now goes to the house.  And the…

August 9, 2021 You didn't hear from me the latter part of last week, as I was down with COVID. …

August 4, 2021 It's jobs week.  The July ADP jobs report today showed 330k jobs added.  That was a big miss.  The expectation was 653k. …

August 3, 2021 Earnings continue to blow away estimates.  As of Friday, with more than half of the S&P 500…