Billionaire's Portfolio

November 29, 2021 In the second half of 2014, the price of crude oil had fallen from $108 to the…

November 24, 2021 Earlier this month, the Fed laid out a timeline and plan for ending emergency level monetary policies.  Today we…

November 23, 2021 As we discussed yesterday, the big tech trade has run into what looks like a catalyst for…

November 22, 2021 As we discussed on Friday, few things will create more uncertainty in markets than uncertainty surrounding the path…

November 19, 2021 We end the week without an announcement on the Fed Chair.  The White House says it will…

November 18, 2021 Yesterday we talked about the prospects of more direct government and Fed intervention.  We've already seen unprecedented…

November 17, 2021 We talked yesterday about Biden's impending decision on who will lead the Fed for the next four…

November 16, 2021 From a headline this afternoon, it sounds like Biden will announce his nominee for Fed Chair on Friday.…

November 15, 2021 Biden signed into law the infrastructure bill today.  The question is: Will this be the final fiscal bullet…

November 12, 2021 Back in early August, we had just come out of the first half of the year, with the…