Billionaire's Portfolio

October 28, 2021 Third quarter GDP did indeed come in softer than expected this morning.  Yesterday we talked about the…

October 27, 2021 As we discussed yesterday, yields (market interest rates) haven't been going anywhere fast, despite hot inflation data…

October 26, 2021 Earnings continue to come in strong.  As of Friday, 84% of the S&P 500 companies that have…

October 22, 2021 As we approach the big Fed meeting next week, let's look at a couple of charts. First, we'll…

October 22, 2021 Yesterday we talked about the sentiment among the big influential investors about the path for interest rates.  …

October 21, 2021 We've heard from some of the most influential investors in the world over the past few days, as…

October 20, 2021 Stocks have gone on a five-day run, to revisit record highs.  Yields are on the move, trading as…

October 19, 2021 We talked about the SEC approval of the new bitcoin ETF on Friday.  It started trading today…

October 18, 2021 The economic growth number in China for the third quarter came in at 4.9%.  That sounds like…

October 15, 2021 We end the week with a broad "risk-on" mood for markets.  This follows very strong earnings for…