Billionaire's Portfolio

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…

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…