Billionaire's Portfolio

November 12, 2020 As we end the week, the pieces seem to be falling in place for another lockdown scenario.  …

November 12, 2020 This daily note, which I've been writing for almost five years, is about connecting dots.   I talk a…

November 11, 2020 The flood gates have opened on vaccines -- after the election, predictably.  Let's take a look at what…

November 9, 2020 As we open the week, markets are pricing in a high probability that Biden will get to inauguration day. …

November 6, 2020 As the hallmark of a Biden presidency would likey be the transformation of the U.S. economy, via…

November 5, 2020 Stocks are pricing in a Biden presidency, and a split Congress.  This is looking like a goldilocks…

November 4, 2020 Predictably, the election has become a drawn out process.   And predictably, in a world where few things…

November 3, 2020 Big day.  And global asset prices are soaring.   Are markets anticipating a Biden win, blue wave and,…

November 2, 2020 As we head into tomorrow's very high stakes election, global asset prices were up on the day.  The broad…

October 30, 2020 We talked earlier this week about the test of the big technical trend line in the S&P…