Billionaire's Portfolio

February 16, 2021 We talked last week about a few things that bubbled up in the news today. First, we…

February 12, 2021 With the Senate likely wrapping up the impeachment show by this weekend, the focus will turn next week…

February 11, 2021 How hot is the market for SPACs?  Last year, was unimaginably hot.  There were 248 shell company…

February 10, 2021 Yesterday, we talked about the value in European stocks, relative to a U.S. stock market that hangs…

February 9, 2021 In a world of inflating stock markets, there remains good value in European stocks.   U.S. stocks are now…

February 8, 2021 With the S&P 500 breaking 3,900 today, let's take a look at valuation. First, when we entered…

February 5, 2021 Yesterday we talked about China's buying spree in commodities, repeating their post Global Financial Crisis strategy of…

February 4, 2021 Biden made his first prepared foreign policy speech this afternoon. Remember, the Trump administration spent the better…

February 3, 2021 As we discussed on Monday, an "impartial" team of experts (the Congressional Budget Office) tasked with helping Congress…

February 2, 2021 Amazon reported today after the bell.  They crushed estimates, with record quarterly earnings and record quarterly revenue. If…