Billionaire's Portfolio

April 15, 2020 As we discussed at the beginning of the month, as we start seeing the March data roll…

April 14, 2020 With trillions of dollars of relief/aid/stimulus money beginning to work it's way into the economy, the early…

April 13, 2020 Earnings season kicks into gear this week. We'll hear from the big four banks on earnings over…

April 9, 2020 As we've discussed, the one 'known' in this unprecedented crisis, is that the policymakers will do whatever…

April 8, 2020 Yesterday, we looked at two very important charts from New York hospitals.  One showed a steep decline…

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…