Billionaire's Portfolio

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…

October 14, 2021 So the big four banks have now all reported -- kicking off the third quarter earnings season. …

October 13, 2021 As expected JP Morgan crushed earnings expectations this morning.  The biggest bank in the country has now beat on earnings…

October 12, 2021 As earnings kick into gear over the next few days, the expectations are for another big quarter…

October 11, 2021 Q3 earnings will be the focus this week.  As we discussed Friday, we should expect the earnings…