Billionaire's Portfolio

October 12, 2020 Stocks open the week up big.  Last week, it was many of the relative underperformers of recent years, that…

October 9, 2020 As we end the week, we continue to hear the talk of more stimulus.  And it continues to…

October 8, 2020 Third quarter earnings kick off next week with the banks. JP Morgan and Citi will report on Tuesday. …

October 7, 2020 Stocks took a hit yesterday afternoon after Trump instructed his team to walk from negotiations on a…

October 6, 2020 We've talked a lot about the ongoing fiscal stimulus negotiations, dating back to early August.  My view…

October 5, 2020 What a weekend.  With the President's health outlook in question, the markets were set to unravel when…

October 2, 2020 The media is in a frenzy over the President's positive COVID status. They continue to overemphasize the…

October 1, 2020 Stocks were broadly higher today. Crude oil and copper were crushed.  Let's talk about crude.  And it…

September 30, 2020 The debate was ugly last night, as expected. If anything, it seems to be broadly agreed that…

September 29, 2020 With the big debate tonight, let's take a look at the topics they will attempt to address,…