Billionaire's Portfolio

February 7, 2020 As we end the week, let's take a look at the state of the big "disruptors" following Uber's…

February 6, 2020 On Monday, we talked about two markets to watch that would likely dictate the sentiment in global markets in the…

February 5, 2020 As we discussed yesterday, the elaborate measures China took on Monday and Tuesday to shore up the economy…

February 4, 2020 In the face of a pandemic threat, yesterday we talked about the two spots to watch in the…

February 3, 2020 The Chinese stock market re-opened overnight, after being closed for a week, for the Lunar New Year.  That…

January 31, 2020 We end the week and the first month of the year, with continued unknown on how the…

January 30, 2020 Today, the behavior in stocks and interest rates had market participants contemplating a significant drawdown in stocks, and the…

January 29, 2020 The Fed held steady today on rates, as expected.  What about the balance sheet? In their December…

January 28, 2020 Yesterday we talked about the prospects of the "coronavirus narrative" giving way to the power Q4 earnings.   That…

  January 27, 2020 On Friday we talked about the rising pandemic scare, and the related bearish technical signal that formed…