Billionaire's Portfolio

August 9, 2021 You didn't hear from me the latter part of last week, as I was down with COVID. …

August 4, 2021 It's jobs week.  The July ADP jobs report today showed 330k jobs added.  That was a big miss.  The expectation was 653k. …

August 3, 2021 Earnings continue to blow away estimates.  As of Friday, with more than half of the S&P 500…

August 2, 2021 We heard from the Fed last week, and the tune has changed.  For the better part of…

July 23, 2021 Yesterday we talked about the $5.5 trillion of additional government spending that appears very likely to be…

July 22, 2021 It has been clear since the Georgia Senate run-off, that the Biden administration will get whatever spending package they want across…

July 21, 2021 Yesterday, we talked about the buying opportunity in oil and oil and gas stocks.   Today, oil was…

July 20, 2021 We had a big bounce back in markets today.  By midday, stocks had fully recovered the slide…

July 19, 2021 Last Monday we talked about the foreseeable "spiking case" narrative, as cover for the Fed and for…

July 16, 2021 Both Jay Powell and Janet Yellen publicly promoted the "transitory" case for inflation this week.  They will not…