Billionaire's Portfolio

May 13, 2020 With $2.7 trillion worth of fiscal stimulus still in the early stages of working through the system, the…

May 12, 2020 We've talked quite a bit in that past couple of weeks about the recipe for a return…

May 11, 2020 In my daily notes, we spent the better part of the past month observing the daily changes…

May 8, 2020 No one should have been surprised by the magnitude of the losses in the jobs report this…

May 7, 2020 Yesterday we looked at the big spike in inflation back in the early 70s.  Inflation spiked from under…

May 6, 2020 Last week stocks were approaching two big areas of technical resistance on the charts.  And we talked…

May 5, 2020 Warren Buffett spoke for over four hours over the weekend, as he hosted his virtual annual meeting for…

May 4, 2020 Throughout the pandemic, Trump and his administration have been clearly positioning to punish (or retaliate against) the Chinese government…

May 1, 2020 We talked the past few days about the significant technical levels of resistance that stocks were bumping…

April 30, 2020 Stocks end the month lower today, after a 36% bounce from the March 23rd lows. Let's take…