Billionaire's Portfolio

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,…

January 18, 2022 Back in December, we talked about the potential for the Fed to start moving on rates by…

January 14, 2022 In my July 2020 Pro Perspectives note, I said "with the Fed absorbing all credit risk, and…

January 13, 2022 The SCOTUS decision on the Biden vaccine mandate for the private sector was a huge hurdle cleared…

January 12, 2022 On Friday we talked about the set up for a dollar decline, to reflect  1) U.S. government…