Billionaire's Portfolio

August 17, 2020 We've had a crazy seven months.  The next two-and-a-half months may be even crazier, heading an election that has big…

August 14, 2020 We are now halfway through the third quarter.  And this is the quarter where we will begin to see very clearly…

August 13, 2020 About a month ago, as all of the "spiking cases" hysteria was being peddled by the media, we…

August 12, 2020 The declines of yesterday in both stocks and gold, proved to be good buying opportunities.  As we discussed,…

  August 11, 2020 Big news came late in the day as Biden selected his running mate:  Kamala Harris. Harris has been the…

August 10, 2020 From spending time in several small town economies over the past week, I have a few observations:  Granted, I…

July 31, 2020 We came into the week expecting the Democrats to use the expiration of the $600/week unemployment as…

July 30, 2020 We had the second quarter GDP report this morning. Remember, we've been following the consensus view and…

July 29, 2020 Yesterday we talked about the big announcement from Navarro, that the government would be reviving the once…

July 28, 2020 Back in early March, before the shutdown, the government was beginning to scramble to get funding packages…