Billionaire's Portfolio

February 26, 2020 With the new coronavirus cases now growing faster outside of China, we'll likely see the true multiplicative nature of the…

February 25, 2020 We talked yesterday about the message from the interest rate market.  The past two times we were…

February 24, 2020 On Friday we talked about the drivers of the move in gold.  Among the scenarios, we talked…

February 21, 2020 As we end the week, money is aggressively moving into gold, likely driven by Chinese demand (remember, they…

February 20, 2020 We've talked about the Chinese central bank effect on global markets.  Among the biggest winners since China…

February 19, 2020 We had another new record high for the S&P 500 today, and global markets in general were predominantly…

February 18, 2020 For markets, a threat like the coronavirus doesn't have to go away for markets to move on…

February 14, 2020 Today was the deadline for all big money managers to give a public snapshot of their portfolios…

February 13, 2020 Let's step back from the day to day noise of newswires, and journalist opinions on infectious disease,…

February 12, 2020 Jerome Powell just spent two days on Capitol Hill, making prepared remarks to Congress on the economy,…