Billionaire's Portfolio

November 6, 2019 If we look at the performance across the stock market since the Fed flipped directions on monetary…

November 5, 2019 As we discussed in my October 11th Pro Perspectives note, when Trump stood in the Oval Office and…

November 4, 2019 We have what looks like a melt-up brewing into the year end.  And given that this is a…

November 1, 2019 As we enter November, we continue to track the path of this 1995 comparison we looked at…

October 31, 2019 Tomorrow we get the October jobs number.  This report is expected to come in below 100k, and may…

October 30, 2019 The Fed cut rates again today, meeting the market’s expectations. Remember, just 10 months ago, they made…

October 29, 2019 The Fed decides on monetary policy tomorrow.  The interest rate market is pricing in a 97% chance…

October 28, 2019 Before I get to today's note, so you don't miss any of my future notes, please take…

October 25, 2019 With the big Microsoft earnings beat yesterday, and the miss from Amazon, I want to revisit my notes…

October 24, 2019 The ECB met this morning and made no adjustment to the plans to restart QE.  Why does…