Billionaire's Portfolio

December 9, 2020 There are now seventeen states that have joined Texas in the lawsuit that sits with the Supreme Court, and…

December 8, 2020 The negotiations continue over a second Covid relief package.  While both sides have shown optimism in getting a deal…

December 7, 2020 Back in the depths of the Global Financial Crisis, while the world was suffering and asset prices…

December 4, 2020 The jobs report this morning had few surprises.  However, it is being positioned as a "dire" report, as a…

December 2, 2020 Yesterday we talked more about the set-up for inflated economic growth next year, inflated prices and higher wages.   With…

December 2, 2020 Powell and Mnuchin have been on Capitol Hill the past two days. Yesterday, the Fed chair said…

December 1, 2020 Stocks were up big today on news that the Senate had a bi-partisan proposal for a second…

November 30, 2020 The broad stock market (S&P 500) finishes the month of November up 11%.   Among the biggest movers for…

November 25, 2020 Stocks have aggressively moved higher from the lows of March.   The crash in stocks was fierce,…

November 24, 2020 Stocks are back at record highs.  Real estate prices are at record highs. Bond prices, are (still)…