Billionaire's Portfolio

July 30, 2020 We had the second quarter GDP report this morning. Remember, we've been following the consensus view and…

July 29, 2020 Yesterday we talked about the big announcement from Navarro, that the government would be reviving the once…

July 28, 2020 Back in early March, before the shutdown, the government was beginning to scramble to get funding packages…

July 27, 2020 In my Friday note, we talked about the set up for a breakout in gold and the…

July 24, 2020 We end the week with the clock ticking on the July 31st expiration of the unemployment subsidy (the…

July 23, 2020 As we discussed yesterday, if you've been listening to Pompeo, it's increasingly clear that he's setting the table…

July 22, 2020 The news of the day wasn't about China, the virus or earnings.  It was this headline:  "White House…

July 21, 2020 With the EU's agreement this morning on a 750 billion euro fiscal package, the long-term prospects for…

July 20, 2020 Despite what has been billed as a terrible earnings season, thus far, 73% of S&P 500 companies…

July 17, 2020 Yesterday, we looked at the COVID story, through a simple and clear lens -- the data.   Contrary…