Billionaire's Portfolio

May 4, 2022 Let's talk about the Fed meeting today ...   First, there were no surprises.  The Fed had telegraphed…

May 3, 2022 As we head into tomorrow's Fed meeting, we've talked about three supply issues that are driving inflation, which the…

May 2, 2022 On Wednesday, we will get the second move from the Fed in this early stage tightening cycle.…

April 29, 2022 We close the week, and month, with stocks near the lows of the year.   Let's take a…

April 28, 2022 The big Fed meeting is next week.  And global markets have been out of sorts in anticipation of a…

April 27, 2022 We talked yesterday about the warning signals in the currency markets.  Today the euro may have officially joined the…

April 26, 2022 The Fed meeting is a week away, and the markets are coming unhinged.    It's not just a…

April 25, 2022 The election results in France on Sunday provided continuity for the globally coordinated social and environmental agenda.  That was…

April 22, 2022 As we head into the weekend, markets are looking messy.  Almost everything ended the day in the red.   …

April 21, 2022 Stocks were in a slide from the open of trading this morning.  The decline accelerated when Jay Powell spoke at…