Billionaire's Portfolio

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…

January 24, 2020 We were watching for the PMI data today, for early clues that a bounceback in global manufacturing…

January 23, 2020 The European Central Bank met this morning and had no surprises for markets. The ECB has already…

January 22, 2020 Markets continue to like the fiscal and monetary fuel -- without the overhang of a trade war. …

January 21, 2020 We entered the year with clear tailwinds of easy global monetary policy, and the removal of the…

January 17, 2020 Let's take a closer look at gold today.  This should be the year, for the first time…

January 16, 2020 Yesterday at the U.S./China trade signing event, Trump went around the room and named leaders from about…

January 15, 2020 With stocks sitting on record highs, we had the official signing of the Phase 1 U.S./China trade…

January 14, 2020 Fourth quarter earnings kicked off today, with three of the big four banks reporting this morning.    The banks…