Billionaire's Portfolio

June 16, 2020 We talked yesterday about the simple math that tells us that the response from policymakers over the past three months was far…

June 15, 2020 The media continues to bait readers and watchers with sensational "second wave" and virus “cases spiking" headlines. …

June 12, 2020 Let's take a look at some key charts as we end the week.   First, on the…

June 11, 2020 Stocks were hammered today, following the 47% run off of the March 23rd lows.  Why the aggressive…

June 10, 2020 The Fed met today.    People were looking for something new from the Fed.  What more do…

June 9, 2020 Yesterday, we talked about what looked like a book-end event for the health crisis.  The world has been…

June 8, 2020 All along, we've been closely watching the timeline on the health care crisis, relative to the amount…

June 5, 2020 Yesterday, we talked about the consensus expectations for second quarter GDP.  And we discussed the reasons why…

June 4, 2020 As the May economic data begins to roll in, let's update the picture on the damage to…

June 3, 2020 Stocks have moved aggressively higher over the past 24-hours. The crash in stocks was fierce, and so has…