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…

We entered the year with an outlook for the Fed to become "inflation fighters" for the first time in a…

January 26, 2022 The Fed didn't provide any surprises today.   They had already guided to an end of QE by…

Last week, we talked about the unwinding of some bubbly assets.  It got uglier today.  And then it got better.   …

January 21, 2022 Yesterday we talked about the vulnerability in bitcoin.  And we looked at this big trendline.    This line…

January 20, 2022 The Fed released its report on a digital dollar this afternoon.  Stocks had been in rebound mode…

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