Billionaire's Portfolio

January 13, 2022 The SCOTUS decision on the Biden vaccine mandate for the private sector was a huge hurdle cleared…

January 12, 2022 On Friday we talked about the set up for a dollar decline, to reflect  1) U.S. government…

January 11, 2022 Stocks continued the big bounce today into technical support.  Let's take an updated look at the S&P…

We kick off fourth quarter earnings this week.  We'll hear from the big banks on Friday: JP Morgan, Citi and…

January 7, 2022 We've talked about rising interest rates all week.  That has been the theme influencing all markets for…

January 6, 2022 The comparisons are being made between the current wind down of QE (and projected rate tightening cycle),…

January 5, 2022 We talked yesterday about the regime shift for markets for the new year.  This is the first…

January 4, 2022 Markets are already adjusting into the second day of the new year.  And the adjustment has everything…

December 23, 2021 We have another day with a lot of green on the screens:  stocks, commodities ... everything UP.    Remember,…

December 21, 2021 For much of the year, the market has climbed the wall of worry, on several fronts:   Worry…