Billionaire's Portfolio

April 13, 2021 With Jay Powell's appearance on 60 Minutes Sunday night, we talked about the historical effect these rare…

April 12, 2021 I'm back from a week off, and we are heading into a busy week.  The Fed Chair…

April 5, 2021 We had a hot March jobs report on Friday, to kick off the new quarter.  Looking back on Q1,…

April 2, 2021 Most markets are closed today for the Easter weekend.  With the S&P trading above 4,000 for the first time…

April 1, 2021 The quarter ended yesterday.  If we look across markets, practically everything was up big on the quarter. …

March 31, 2021 The President made his case today for a big infrastructure spend.  There's a lot of chatter about…

March 30, 2021 On the theme of higher prices, we know money has been plowing into "inflation assets."  As we…

March 29, 2021 When they pump the world with liquidity, as the central banks and governments have, we will see…

March 26, 2021 We talked yesterday about the new added risk to the inflation picture -- the supply disruption in…

March 25, 2021 Adding to the risk of a hot run in inflation, we now have a massive container blocking the…