Billionaire's Portfolio

October 26, 2020 Stocks are getting hit, to open the week. With eight days until the very high stakes election,…

October 23, 2020 China was actually mentioned in the debates last night -- fifty-five times, to be exact.  For a…

October 22, 2020 The last debate is tonight.  As suspected, and consistent with the evolution in 2016, the gap in the national…

October 21, 2020 We talked yesterday about the significance of the Chinese Communist Party (CCP) in this Presidential election, and the…

October 20, 2020 The Wall Street Journal's top story of the day is an opinion piece from a retired Navy…

October 19, 2020 It's a big earnings week.  We'll hear from about 20% of the S&P 500.  To this point,…

October 16, 2020 We now have 18 days until the election.  And the level of uncertainty should only rise as the day nears. …

October 15, 2020 With the election looming large, we get town halls tonight from both Biden and Trump, head-to-head on…

October 14, 2020 Yesterday we talked about earnings from Citi and JPMorgan. Both were positive surprises on earnings and revenues.…

October 13, 2020 Two of the "big four" banks reported Q3 earnings this morning.  Remember, as we discussed going into last…