Billionaire's Portfolio

April 7, 2020 There is a perception that New York is the canary in the coal mine, as it relates…

April 6, 2020 Over the past week or so, we've talked about the potential to see a positive surprise (i.e.…

April 3, 2020 The $2.2 trillion government relief began today with the launch of the Payroll Protection Program (PPP).   This…

April 2, 2020 We talked about the significance of oil prices this week.  As we discussed, the Fed has addressed broken financial…

4/2/20 Two months ago a short selling research firm alleged that there was misreporting of financials at the Chinese coffee…

April 1, 2020 As we enter the month of April, we'll begin seeing data to reflect the abrupt stoppage of…

March 31, 2020 Over the past couple of weeks, the Fed has addressed broken financial markets, and ensured stability of…

March 30, 2020 As we end the month of March, April is expected to be the worst of the health…

March 27, 2020 As we’ve discussed, here in my daily Pro Perspectives notes, historically major turning points in markets are associated with some sort…

March 26, 2020 Stocks continue to rally as the U.S. government and the Fed have followed through on the promise to do "whatever it…