Billionaire's Portfolio

March 28, 2022 Markets kick off the week digesting the inflammatory words from Biden over the weekend, about removing Putin.…

March 24, 2022 Yesterday we talked about the prospects of a gas subsidy.  On cue, the governor of California presented…

Last week the Fed laid out a more aggressive path and destination for interest rates.   But the path they telegraphed…

The Fed started the liftoff in interest rates today, as expected. In normal times, an interest rate tightening cycle is…

January 19, 2022 We are a week away from the Fed's first meeting of the year, and as it stands,…

January 13, 2022 The SCOTUS decision on the Biden vaccine mandate for the private sector was a huge hurdle cleared…

January 11, 2022 Stocks continued the big bounce today into technical support.  Let's take an updated look at the S&P…

We kick off fourth quarter earnings this week.  We'll hear from the big banks on Friday: JP Morgan, Citi and…

June 13,  5:00 pm EST Yesterday we talked about the plunge in oil prices and the importance of holding above…

June 12,  5:00 pm EST Remember, last week we talked about why $50 is a very important level for oil. A…