Billionaire's Portfolio

October 11, 2019 We've talked about the potential for a cut down trade deal and a "melt-up" in stocks.  The…

October 10, 2019 Early this year, we talked about the prospects of seeing the U.S./China trade dispute ultimately resolved through…

October 8, 2019 Prior to the high level U.S./China trade talks tomorrow and Friday, the U.S. took the opportunity to ramp…

October 8, 2019 Jay Powell had a prepared speech and Q&A session at the National Association for Business Economics conference…

October 7, 2019 We enter what could be a very important week for markets.  China trade negotiations resume this week. …

October 3, 2019 On Tuesday the manufacturing data came in at 10-year lows.  Today the reading on the services sector came…

October 2, 2019 Global stocks took another slide today.  Noticeably, European stocks have taken the biggest hit, not just today, but over…

October 1, 2019 Yesterday we talked about the overwhelming weight of positive surprises in the economic data over the past…

September 30, 2019 We end the quarter today.  In the coming weeks, we'll see Q3 earnings.  What should we expect?…

September 27, 2019 As we end the week, let's take a look at the IPO market ... Although there have…