Billionaire's Portfolio

March 29, 2022 Stocks rallied today (again).  Oil and gold traded lower today (again).  This has the appearance of a relief in the…

March 28, 2022 Markets kick off the week digesting the inflammatory words from Biden over the weekend, about removing Putin.…

March 25, 2022 Yesterday we talked about the coming food crisis.  Suddenly, the Biden administration is sending warning signals on this eventuality.…

March 24, 2022 Yesterday we talked about the prospects of a gas subsidy.  On cue, the governor of California presented…

March 23, 2022 With NATO leaders in Brussels tomorrow, the markets are reacting to a likely escalation in what looks like a Western…

March 22, 2022 As we discussed yesterday, the Fed has now set expectations that they will aggressively take the Fed Funds…

Last week the Fed laid out a more aggressive path and destination for interest rates.   But the path they telegraphed…

March 18, 2022 Today I want to copy in an excerpt from my premium service, The Billionaire's Portfolio.    This bigger picture…

March 17, 2022 We've talked about the irony of the Fed rate liftoff as a signal to buy stocks.   Remember,…

The Fed started the liftoff in interest rates today, as expected. In normal times, an interest rate tightening cycle is…