Billionaire's Portfolio

April 18, 2022 We are a couple of weeks away from the Fed's May meeting.    At this meeting, they have…

April 14, 2022 As we head into the long holiday weekend, we can see where the pain is for the market. …

April 13, 2022 JP Morgan kicked off Q1 earnings season this morning.   It's the biggest bank in the country.  No entity…

April 12, 2022 Inflation for March came in at 8.5% (compared to March of last year).  That's a hot number,…

April 11, 2022 We start the week with a lot of noise for markets to digest (China lockdowns, Elon Musk/Twitter,…

April 8, 2022 We talked yesterday about the path to perpetual quantitative easing. After all, we've yet to see an example of a…

April 7, 2022 Yesterday we talked about the history of the Fed's last quantitative tightening.    After spending eighteen months shrinking…

April 6, 2022 The minutes from the March Fed meeting were released today, laying out  a plan for reducing the Fed's…

April 5, 2022 On January 5th, the minutes from the December Fed meeting spelled out exactly what Jay Powell had told us just…

April 4, 2022 The banks will kick off earnings season next week.  They will be reporting on a quarter that slowed…