Billionaire's Portfolio

March 19, 2020 As you know, we've had a massive monetary and fiscal response to this crisis, globally in an…

March 18, 2020 While most are watching the red numbers in stocks, hoping for some comforting plans to come out…

March 17, 2020 As we discussed yesterday, in historical crises Wall Street panics well before Main Street panics.  In the case…

March 16, 2020 With the surprise move yesterday by the Fed, they made it clear that they will do whatever…

March 13, 2020 Yesterday we discussed the policy response we've seen on the economy, but as we discussed, the other piece…

March 12, 2020 The pandemic threat has been clear in markets since mid-February.  The markets have been pricing in an…

March 11, 2020   Back on December 23rd of 2018, to counter the indiscriminate selling of stocks, we had a…

March 10, 2020   Yesterday may have been peak fear.  With the crash in oil prices, we now have a…

March 9, 2020   Last week, we were facing a virus-induced economic disruption.  It's complicated, but from an economic perspective, the…

March 6, 2020 The 10-year yield over the past couple of weeks has been the most important market to watch for clues…