Billionaire's Portfolio

July 12, 2021 As we kick off earnings season this week, stocks are new record highs, again.  As we've discussed,…

July 9, 2021 Markets came roaring back today.  Again, as we discussed yesterday, liquidity is king.  And the Fed and…

July 8, 2021 Markets started shaky this morning, on concerns that maybe there are some early signals of a lull…

July 7, 2021 The minutes from the last Fed meeting came in today with no surprises.  They are methodically and…

July 6, 2021 We open the week with some swings in markets.  Despite a Fed that has been sending signals of…

July 2, 2021 The jobs report this morning came with no big surprises.  As we discussed yesterday, the job growth…

July 1, 2021 We get the June jobs report tomorrow. The inflation data in this report is probably more important than…

June 30, 2021 Today ends the month, and first half of the year. We entered the year with what I…

June 29, 2021 A month ago we were talking about the set-up for a spike in oil prices heading into…

June 28, 2021 We talked last week about the building chatter about central bank backed digital currency (CBDC).   The…