Billionaire's Portfolio

May 27, 2022 As we head into Memorial Day weekend, let's talk about oil.   Two year's ago (this time of…

May 26, 2022 Tightening financial conditions is not a typical brew for buying stocks.   We've had a tightening. And yet, we…

May 25, 2022 The minutes from the May Fed meeting were released today.    It was three weeks ago that the…

May 23, 2022 We entered the year with household net worth on record highs.    The job market was tight.  Consumers…

May 20, 2022 Let's take a look at Tesla.   From the pandemic lows, Tesla stock rose about 14-fold in a matter…

May 19, 2022 The top finance officials from G7 countries are meeting in Germany.  It's a three day meeting to conclude…

May 18, 2022 The technical relief rally in stocks was short-lived.    As we've discussed, this continues to look like the…

May 17, 2022 On Friday we looked at a couple of key technical levels for stocks, that looked like a valid…

May 16, 2022 We entered the year with record high net worth for both consumers and corporate America.   And near…

May 13, 2022 As we head into the weekend, stocks had a nice technical relief rally.     Let's look at a…