Billionaire's Portfolio

March 17, 2021 The Fed held the line today, sticking with its well advertised position: "pedal to the metal" monetary…

March 16, 2021 We had some surprisingly negative economic data this morning that set the tone for stocks.  For the…

March 15, 2021 We have a slew of major central bank meetings this week.  On that note, the theme we've…

March 11, 2021 U.S. stocks hit new record highs today (indicies tracking small caps, blue chips, broad market ... all of…

March 10, 2021 If you questioned whether or not pouring another $1.9 trillion onto an economy, that was already on track…

March 9, 2021 Yesterday we looked at charts of the key "big tech" stocks.  These stocks (FB, AMZN, AAPL, TSLA)…

March 8, 2021 As expected, the Senate passed the $1.9 trillion spending package over the weekend.  This has been a…

March 5, 2021 The Senate may ram through the $1.9 trillion spending package over the weekend, which will likely require a…

March 4, 2021 We talked about the 10-year yield yesterday, as the spot to watch for market stability. On cue,…

March 3, 2021 At the highs of last week, the ten-year U.S. Treasury yield had nearly doubled since the beginning of…