Billionaire's Portfolio

January 21, 2022 Yesterday we talked about the vulnerability in bitcoin.  And we looked at this big trendline.    This line…

January 20, 2022 The Fed released its report on a digital dollar this afternoon.  Stocks had been in rebound mode…

January 19, 2022 We are a week away from the Fed's first meeting of the year, and as it stands,…

January 18, 2022 Back in December, we talked about the potential for the Fed to start moving on rates by…

January 14, 2022 In my July 2020 Pro Perspectives note, I said "with the Fed absorbing all credit risk, and…

January 13, 2022 The SCOTUS decision on the Biden vaccine mandate for the private sector was a huge hurdle cleared…

January 12, 2022 On Friday we talked about the set up for a dollar decline, to reflect  1) U.S. government…

January 11, 2022 Stocks continued the big bounce today into technical support.  Let's take an updated look at the S&P…

We kick off fourth quarter earnings this week.  We'll hear from the big banks on Friday: JP Morgan, Citi and…

January 7, 2022 We've talked about rising interest rates all week.  That has been the theme influencing all markets for…