Billionaire's Portfolio

January 16, 2020 Yesterday at the U.S./China trade signing event, Trump went around the room and named leaders from about…

January 15, 2020 With stocks sitting on record highs, we had the official signing of the Phase 1 U.S./China trade…

January 14, 2020 Fourth quarter earnings kicked off today, with three of the big four banks reporting this morning.    The banks…

January 13, 2020 I'm looking through hedge fund returns today.  And as you might expect, with a big year for…

January 10, 2020 We kick off fourth quarter earnings next week.  We'll hear from the big four banks on Tuesday…

January 9, 2020 Just six days into the new year, and stocks are up 1.4% already, printing higher record highs. …

January 8, 2020 We talked about the early 2000s analog for oil yesterday, and the prospects for another run-up to $100…

January 7, 2020 We opened the year with an escalation of U.S./Iran tensions.   With that, oil prices have become a…

January 6, 2020 Happy New Year!  This time last year, we were talking about the prospects for a huge year…

December 24, 2019 I want to extend my best wishes for a Happy Holiday and a profitable New Year! I'll…