Billionaire's Portfolio

February 14, 2022 Oil traded above $95 today, for first time since 2014.   Let's take a look at the chart ...…

February 11, 2022 Risk aversion hit markets this afternoon on the White House comments about the potential for a Russian invasion of…

February 10, 2022 The inflation data for January came in hot, again.  Remember, in consideration of the "inflation is petering out"…

February 9, 2022 Stocks continue to make a strong comeback.     Let's take a look at the technicals in the S&P…

February 8, 2022 Let's take a look at Facebook.    This stock closed below pre-pandemic levels today.  It's down 34% in…

February 7, 2022 We get January inflation data on Thursday.  It's expected to show a 7.3% increase in prices compared to a…

February 4, 2022 We now have job growth running twice as hot as December 2015 levels, when the Fed started normalizing rates coming out of the…

February 3, 2022 We've talked in recent days about the end of globally coordinated easy money policies.    The Fed triggered…

February 2, 2022 As we know the Fed is due to end its QE program in March, and begin the liftoff…

February 1, 2022 As we discussed last month, when the Fed laid out a timeline for the end of QE and…