Billionaire's Portfolio

September 9, 2019 The big event of the week (and maybe the month) will be the ECB meeting on Thursday. …

September 6, 2019 The jobs report today continues to show a very healthy job market.  And wages continue to grow…

September 5, 2019 In the past few weeks, we've talked about the important signal to be taken from stocks.  Despite…

September 4, 2019 Stocks continue to look well supported, with a path toward new record highs -- maybe very soon.…

September 3, 2019 We start the month of September with another record low in German yields.    It will cost…

August 30, 2019 As we head into the holiday weekend, let's revisit the China story (briefly).  Then I have two…

August 29, 2019 Global stocks were up big today.  Global yields were up, and commodities were up (with the exception…

August 28, 2019 It was reported today, that Trump said on a call with midwest farmers, that he could quickly…

August 27, 2019 Yesterday, we talked about the two key spots to watch, as we step through the week:  the…

August 26, 2019 As we entered the weekend, it appeared that global tensions and uncertainty had reached a boiling point. But…