Billionaire's Portfolio

January 22, 9:00 am EST Last week we talked about the big adjustment we should expect to come in the…

January 11, 4:00 pm EST Yesterday we talked about the move underway in interest rates.  And we talked about the media's…

January 10, 4:00 pm EST We talked yesterday about the move underway in market interest rates. Today the yield on…

January 9, 4:00 pm EST Interest rates are on the move today. So is oil. And the latter has a…

January 8, 4:00 pm EST Heading into the end of last year, we talked about the regulatory scrutiny starting to…

January 4, 4:40 pm EST We kicked off the New Year continuing to discuss the theme of a hot stock market…

January 4, 4:30 pm EST Global markets have started the year behaving very well, supporting my view that we're in…

January 1, 4:00 pm EST Remember, this time last year, the biggest Wall Street investment banks told us stocks would…

December 28, 12:00 pm EST While the President's pro-growth plan had some wins this year, it was a slow start.…

December 15, 9:00 pm EST Last week we had the merger of Fox and Disney, and the repeal of the…