Billionaire's Portfolio

March 15, 2022 Stocks rallied ahead of tomorrow's Fed decision.  As it stands, we head into a tightening cycle with stocks (S&P…

March 14, 2022   After two years of massive government and central bank intervention, that created almost $6.5 trillion of new…

March 11, 2022   As we end the week, let's take a look at the year-to-date performance of global asset prices. …

March 10, 2022 Inflation came in hot this morning, as expected.  And with the recent pop in oil prices, the next inflation reading…

March 9, 2022 The risk environment had a huge bounce today.  But don't get too excited.   Remember this chart (we looked…

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.   …