Billionaire's Portfolio

March 2, 2021 Yesterday Jamie Dimon said he expects that we will have "a gangbuster economy in 2021, and maybe…

March 1, 2021 Trump signed a $900 billion stimulus package on December 30th.   As we reviewed on Friday, that has…

February 26, 2021 As another $2 trillion spending package is due to pass the House later today, and move on…

February 25, 2021 Stocks got hit today.  What's going on? It's about inflation.  And the signal is in this chart…

February 24, 2021 Keeping with the inflation theme we've been discussing, let's take a look at "hard assets."  This is…

February 23, 2021 Inflation was a hot topic in Jay Powell's testimony to Congress this morning. Some of the senate was…

February 22, 2021 Back in April of last year, a couple of weeks after the decision by policy makers (Fed…

February 19, 2021 We talked about copper yesterday.  What was the biggest mover in global markets today?  Copper.  Copper was…

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…