Billionaire's Portfolio

March 25, 2020 As Congress continues to move toward a formal approval on a $2 trillion economic relief package, stocks…

March 24, 2020 We still don't have an economic package from Congress, but we know it will be very, very large. …

March 23, 2020 As we await a massive relief/stimulus package from Congress, whatever holes were left in the Fed's response…

March 20, 2020 We've talked in recent days about the troubling U.S. Treasury market.  This is the most important market…

March 19, 2020 As you know, we've had a massive monetary and fiscal response to this crisis, globally in an…

March 18, 2020 While most are watching the red numbers in stocks, hoping for some comforting plans to come out…

March 17, 2020 As we discussed yesterday, in historical crises Wall Street panics well before Main Street panics.  In the case…

March 16, 2020 With the surprise move yesterday by the Fed, they made it clear that they will do whatever…

March 13, 2020 Yesterday we discussed the policy response we've seen on the economy, but as we discussed, the other piece…

March 12, 2020 The pandemic threat has been clear in markets since mid-February.  The markets have been pricing in an…