Billionaire's Portfolio

August 27, 2019 Yesterday, we talked about the two key spots to watch, as we step through the week:  the…

August 26, 2019 As we entered the weekend, it appeared that global tensions and uncertainty had reached a boiling point. But…

August 23, 2019 China escalated the trade war this morning, just before Jay Powell was due to make a very…

August 23, 2019 Throughout the post-financial crisis era, there have been some major policy signals given from the Fed at…

August 21, 2019 That stock market fallout in December, led to a response from the U.S. Treasury.  Mnuchin (Treasury Secretary) called out…

August 20, 2019 Within the "deregulation" pillar of Trumponomics, dialing back the Volcker rule has been one.  The Volcker Rule,…

August 19, 2019 The most important news last week, didn't come from the President's twitter account.  It didn't come from…

August 16, 2019 Yesterday, we talked about the one-two punch from the Fed and ECB last December, that set up…

August 15, 2019 The move in global bond yields (market interest rates) continue to plunge today. The U.S. 10 year…

August 14, 2019 Yesterday we looked the chart of the 10-year yield, which was disconnected from the brief risk-reprieve that…