Billionaire's Portfolio

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…

February 22, 2022 It's been three months now since satellite images showed a Russian troop build-up on the Ukraine border.   Today,…

February 18, 2022 As we end the week, the chatter continues about Russia/Ukraine.    Today, the White House Deputy National Security…

February 17, 2022 Last Friday, a wave of risk aversion hit markets after the White House postured over a potential Russian invasion of Ukraine.  …

February 16, 2022 China's inflation data overnight came in softer than expected.  But the producer price change from last year is…

February 15, 2022 Producer prices for January were almost 10% higher than the year prior.  This follows the report last week…