Billionaire's Portfolio

March 24, 2021 With the global politicians organizing this week to discuss the coordinated climate action game plan, it's beginning…

March 23, 2021 The broad risk environment is "off" today.  It was led by a 6% decline in oil prices. …

March 22, 2021 Last week was all about inflation and interest rates, as the Fed led a line up of…

March 19, 2021 We've talked about inflation and interest rates all week, and the build up to, and aftermath of, the Wednesday Fed meeting.…

March 18, 2021 After the Fed meeting yesterday, where Jay Powell once again painted an impractical economic outlook, (where inflation remains…

March 17, 2021 The Fed held the line today, sticking with its well advertised position: "pedal to the metal" monetary…

March 16, 2021 We had some surprisingly negative economic data this morning that set the tone for stocks.  For the…

March 15, 2021 We have a slew of major central bank meetings this week.  On that note, the theme we've…

March 11, 2021 U.S. stocks hit new record highs today (indicies tracking small caps, blue chips, broad market ... all of…

March 10, 2021 If you questioned whether or not pouring another $1.9 trillion onto an economy, that was already on track…