Billionaire's Portfolio

August 2, 2019 We've discussed for some time, the idea that Trump has used his position of strength in trade…

July 31, 2019 We got the quarter point cut by the Fed today.  For those that have been looking for…

July 30, 2019 With tomorrow's big Fed decision looming, we heard from the Bank of Japan overnight.    As the…

July 28, 2019 With the big Fed meeting this week, there continues to be some debate about whether they will…

July 26, 2019 We've talked about the set up for a positive surprise coming into this morning's first reading on…

July 25, 2019 We heard from the ECB this morning.  Draghi was expected to step up his "ready to act"…

July 24, 2019 Over the next five business days we'll hear from the European Central Bank, the Bank of Japan…

July 23, 2019 Earnings continue to come in strong.  Remember, we entered the earnings season with market expectations of a…

July 22, 2019 On Friday, we talked about the strong Microsoft earnings.  Thanks to the strategy reset that took place…

July 19,  5:00 pm EST This week, earnings have been a nice distraction from the market’s Fed watching obsession. Second…