Billionaire's Portfolio

December 23, 2019 Last year at this time, as we ended 2018 and looked ahead to 2019, it was clear that the…

December 20, 2019 As we end the last full trading week of the year, let's review the comparison we've been…

December 19, 2019 As we discussed yesterday, it was a year ago (today), that the Fed dealt a damaging blow…

December 18, 2019 It was a year ago that the Fed dealt damaging blow to the economy and the stock market,…

December 17, 2019 Yesterday we revisited my contrarian thesis on the state of the economy.  Most believe we are in…

December 13, 2019 On Friday we talked about the outlook for commodities, as the spot that should be among the biggest…

December 13, 2019 Yesterday morning Trump tweeted, we are very close to a big deal.  Yesterday afternoon, we had reports…

December 12, 2019 We talked yesterday about the surprisingly more dovish Fed communication yesterday.   By this morning, Trump added to…

December 11, 2019 We entered the Fed meeting today expecting no surprises.  I would point out two statements that surprised me:…

December 10, 2019 The Fed meets tomorrow.  It should be a non-event.  As we discussed yesterday, the Fed is no longer…