Billionaire's Portfolio

October 7, 2020 Stocks took a hit yesterday afternoon after Trump instructed his team to walk from negotiations on a…

October 6, 2020 We've talked a lot about the ongoing fiscal stimulus negotiations, dating back to early August.  My view…

October 5, 2020 What a weekend.  With the President's health outlook in question, the markets were set to unravel when…

October 2, 2020 The media is in a frenzy over the President's positive COVID status. They continue to overemphasize the…

October 1, 2020 Stocks were broadly higher today. Crude oil and copper were crushed.  Let's talk about crude.  And it…

September 30, 2020 The debate was ugly last night, as expected. If anything, it seems to be broadly agreed that…

September 29, 2020 With the big debate tonight, let's take a look at the topics they will attempt to address,…

September 28, 2020 The debate is tomorrow night.  This will be one of the most interesting broadcasts in the history of television.…

September 25, 2020 The first debate is Tuesday. And it appears at this point that both candidates will be in…

September 24, 2020 We've heard a lot this week from Jay Powell (Fed Chair) and Steve Mnuchin (Treasury Secretary) as they've…