Billionaire's Portfolio

June 12, 2020 Let's take a look at some key charts as we end the week.   First, on the…

June 11, 2020 Stocks were hammered today, following the 47% run off of the March 23rd lows.  Why the aggressive…

June 10, 2020 The Fed met today.    People were looking for something new from the Fed.  What more do…

June 9, 2020 Yesterday, we talked about what looked like a book-end event for the health crisis.  The world has been…

June 8, 2020 All along, we've been closely watching the timeline on the health care crisis, relative to the amount…

June 5, 2020 Yesterday, we talked about the consensus expectations for second quarter GDP.  And we discussed the reasons why…

June 4, 2020 As the May economic data begins to roll in, let's update the picture on the damage to…

June 3, 2020 Stocks have moved aggressively higher over the past 24-hours. The crash in stocks was fierce, and so has…

June 2, 2020 With $11 trillion of global deficit spending in response to the pandemic, and trillions of dollars of…

June 1, 2020 As Mark Twain said, "history doesn't repeat itself, but it often rhymes." In this case, it seems like…