Billionaire's Portfolio

August 26, 2021 Jay Powell will make a prepared speech tomorrow at the annual Kansas City Fed global economic symposium.  This…

August 25, 2021 Sticking with the theme we've discussed the past two days, rates continue to rise on optimism about…

August 24, 2021 We talked yesterday about the FDA vaccine approval as another November 9th, 2020-like moment,  where markets interpret…

August 23, 2021 Stocks trade to new record highs today.  The dollar is lower.  And commodities are up. While the…

August 20, 2021 Despite the health crisis and geopolitical noise surrounding stocks, the S&P 500 finishes the week less than 1%…

August 19, 2021 Amazon is said to be planning large retail stores, "akin to department stores." This is what is widely…

August 18, 2021 The minutes from the July Fed meeting hit today.  It's well known, now, that the Fed has…

August 17, 2021 Jay Powell spoke today in a virtual Town Hall meeting.  Given that the Fed has had a…

August 16, 2021 The stock market hit another record high today, again proving to be impervious to geopolitical risk.  Why?  Liquidity.  There…

August 12, 2021 Let's take a look at some pretty shocking data from this morning ... This is the University of…