Billionaire's Portfolio

March 8, 2022 We get February inflation data on Thursday, which will show something close to 8% year-over-year increase in CPI.   …

March 7, 2022 As we discussed on Wednesday, "if sanctions were placed on Russian energy exports, there's no telling how high…

March 4, 2022 Despite all of the speculation about the dollar losing status as the world reserve currency ... gold losing ground as the safe-haven…

March 3, 2022 A predicted-future climate crisis has led to policymaking that has created an immediate energy crisis.   Next up, looks…

March 2, 2022 A year ago, oil was trading in the mid $50s.  The national average on gas was $2.59/gallon.   …

March 1, 2022 Oil broke above $100 today (trading as high as $106).  No surprise, the last time oil was here…

February 28, 2022 Let's take a look at the fireworks in Russian financial markets today ...   Below is a chart…

February 25, 2022 There has been plenty of attention given to Russia/Ukraine, and the swings in stocks over the past week.…

February 24, 2022 As we discussed yesterday, markets don't like confusion.  Will Russia invade?  Is it an invasion, or isn't it? …

February 23, 2022 Markets continue to trade on confusing information.  When that's the case, the direction will be down.    For…