Billionaire's Portfolio

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…

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…