Billionaire's Portfolio

May 18, 2022 The technical relief rally in stocks was short-lived.    As we've discussed, this continues to look like the…

May 17, 2022 On Friday we looked at a couple of key technical levels for stocks, that looked like a valid…

May 16, 2022 We entered the year with record high net worth for both consumers and corporate America.   And near…

May 13, 2022 As we head into the weekend, stocks had a nice technical relief rally.     Let's look at a…

May 12, 2022 We talked yesterday about the crypto currency bubble.  Bitcoin has more than halved, which is not unusual for…

May 11, 2022 The inflation report came in hotter than expected this morning.  Yet, both the monthly and twelve-month change came…

May 10, 2022 The big April inflation report comes in tomorrow morning.   Let's talk about what to expect ...   First,…

May 9, 2022 We've talked a lot about the historical track record of QE exits.    The record is not good. …

May 6, 2022 As we end the week, let's take a look at a few charts.   First, here's a look…

May 4, 2022 The Fed raised rates yesterday, and announced its quantitative tightening plan to begin on June 1.   As…