Billionaire's Portfolio

October 23, 2019 The European Central Bank will meet tomorrow.  Remember, in September, they announced they would restart QE.  We've…

October 22, 2019 We've talked about the Brexit deal over the past few days.    The deal that was struck…

October 21, 2019 We entered the weekend with another big vote due in the UK on Brexit (perhaps a final vote). …

October 18, 2019 UK parliament will vote on a Brexit deal with the EU tomorrow. Remember, this is a deal…

October 17, 2019 In the spirit of dealmaking, after the U.S. and China came to terms on a (limited) deal…

October 16, 2019 The start of third quarter earnings season has been overshadowed by macro events thus far (trade and…

October 15, 2019 After a holiday in the bond market yesterday, markets are at full strength today.  And we get…

October 14, 2019 We have a quiet open to the week, with bond markets closed for the holiday in the…

October 11, 2019 We've talked about the potential for a cut down trade deal and a "melt-up" in stocks.  The…

October 10, 2019 Early this year, we talked about the prospects of seeing the U.S./China trade dispute ultimately resolved through…