Billionaire's Portfolio

November 11, 2021 Yesterday we talked about the latest hot inflation data.  The increase in prices (CPI) from September to October…

November 10, 2021 We've talked throughout the year about the likelihood of seeing double digit inflation, given how the monthly…

November 9, 2021 We talked about the mixed signals in markets on Friday. Yields going down, despite the Fed taking…

November 8, 2021 Last week, the Fed Chair told us that "maximum employment" was the condition for a liftoff in…

November 5, 2021 The jobs numbers this morning confirmed what should be a reasonable assumption: When you stop paying people to…

November 4, 2021 The October jobs report comes in tomorrow morning. As of yesterday, this report and the coming monthly…

November 3, 2021 The Fed announced the beginning of the end of QE today.  And the plan looks very much…

November 2, 2021 Stocks close on yet another new record high today.  Yields traded lower.  And commodities were mostly lower. …

November 1, 2021 We'll hear from the Fed on Wednesday.  They are expected to start dialing down their monthly bond…

October 29, 2021 We close the week, and month, with stocks trading to new record highs.   But it's not the…