Billionaire's Portfolio

August 29, 2019 Global stocks were up big today.  Global yields were up, and commodities were up (with the exception…

August 28, 2019 It was reported today, that Trump said on a call with midwest farmers, that he could quickly…

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…