Billionaire's Portfolio

January 6, 2022 The comparisons are being made between the current wind down of QE (and projected rate tightening cycle),…

January 5, 2022 We talked yesterday about the regime shift for markets for the new year.  This is the first…

January 4, 2022 Markets are already adjusting into the second day of the new year.  And the adjustment has everything…

December 23, 2021 We have another day with a lot of green on the screens:  stocks, commodities ... everything UP.    Remember,…

December 21, 2021 For much of the year, the market has climbed the wall of worry, on several fronts:   Worry…

December 20, 2021 Over the past month, we've talked about the reappointment of Jay Powell, and how his subsequent flip-flop on inflation…

December 17, 2021 As we discussed yesterday, it looks like the Fed guidance this week served as confirmation of the end of…

December 16, 2021 It looks like the Fed started the end of globally coordinated easy money yesterday.   This morning the Bank…

December 15, 2021 This afternoon markets rallied following the Fed decision, where Jay Powell guided to a faster end of QE, and three rate…

December 14, 2021 With the Fed meeting tomorrow, bets were increased today that we could see a first rate hike as…