Billionaire's Portfolio

February 18, 2021 Building on the inflation theme we've been discussing, we had more price data this morning (import and…

February 17, 2021 With rates on the move, now back to pre-pandemic levels, what's the difference between now and February…

February 16, 2021 We talked last week about a few things that bubbled up in the news today. First, we…

February 12, 2021 With the Senate likely wrapping up the impeachment show by this weekend, the focus will turn next week…

February 11, 2021 How hot is the market for SPACs?  Last year, was unimaginably hot.  There were 248 shell company…

February 10, 2021 Yesterday, we talked about the value in European stocks, relative to a U.S. stock market that hangs…

February 9, 2021 In a world of inflating stock markets, there remains good value in European stocks.   U.S. stocks are now…

February 8, 2021 With the S&P 500 breaking 3,900 today, let's take a look at valuation. First, when we entered…

February 5, 2021 Yesterday we talked about China's buying spree in commodities, repeating their post Global Financial Crisis strategy of…

February 4, 2021 Biden made his first prepared foreign policy speech this afternoon. Remember, the Trump administration spent the better…