Billionaire's Portfolio

November 2, 2021 Stocks close on yet another new record high today.  Yields traded lower.  And commodities were mostly lower. …

November 1, 2021 We'll hear from the Fed on Wednesday.  They are expected to start dialing down their monthly bond…

October 29, 2021 We close the week, and month, with stocks trading to new record highs.   But it's not the…

October 28, 2021 Third quarter GDP did indeed come in softer than expected this morning.  Yesterday we talked about the…

October 27, 2021 As we discussed yesterday, yields (market interest rates) haven't been going anywhere fast, despite hot inflation data…

October 26, 2021 Earnings continue to come in strong.  As of Friday, 84% of the S&P 500 companies that have…

October 22, 2021 As we approach the big Fed meeting next week, let's look at a couple of charts. First, we'll…

October 22, 2021 Yesterday we talked about the sentiment among the big influential investors about the path for interest rates.  …

October 21, 2021 We've heard from some of the most influential investors in the world over the past few days, as…

October 20, 2021 Stocks have gone on a five-day run, to revisit record highs.  Yields are on the move, trading as…