Billionaire's Portfolio

August 26, 2020 The hurricane in the Gulf of Mexico has been upgraded to a category 4.  That will make…

August 25, 2020 Yesterday we talked about the catalyst for a move in crude oil. Today, crude was up as…

August 24, 2020 We talked about crude oil late last week. Let's continue on this theme today, as two supply disrupting…

August 21, 2020 We talked about the outlook for inflation.  Global central banks have explicitly devalued cash, flooding the world…

August 20, 2020 Yesterday, we talked about the $2 trillion valuation of Apple.  And we observed the disconnect between the…

August 19, 2020 Stocks reversed into the end of the day, after printing a new record high.  This comes on the…

August 18, 2020 With the S&P closing at a new record high today, I want to revisit my note from March…

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…