Billionaire's Portfolio

January 13, 2020 I'm looking through hedge fund returns today.  And as you might expect, with a big year for…

January 10, 2020 We kick off fourth quarter earnings next week.  We'll hear from the big four banks on Tuesday…

January 9, 2020 Just six days into the new year, and stocks are up 1.4% already, printing higher record highs. …

January 8, 2020 We talked about the early 2000s analog for oil yesterday, and the prospects for another run-up to $100…

January 7, 2020 We opened the year with an escalation of U.S./Iran tensions.   With that, oil prices have become a…

January 6, 2020 Happy New Year!  This time last year, we were talking about the prospects for a huge year…

December 24, 2019 I want to extend my best wishes for a Happy Holiday and a profitable New Year! I'll…

December 23, 2019 Last year at this time, as we ended 2018 and looked ahead to 2019, it was clear that the…

December 20, 2019 As we end the last full trading week of the year, let's review the comparison we've been…

December 19, 2019 As we discussed yesterday, it was a year ago (today), that the Fed dealt a damaging blow…