Billionaire's Portfolio

  June 13, 2016, 5:00pm EST Last week we talked a lot about the German bund yield, the most important market in…

  June 10, 2016, 4:00pm EST On Wednesday we talked about the most important market in the world, right now.  It's…

Heading into today’s inflation data, the prospects of German 10-year government interest rates going negative had added to the heightened risk…

Buffett’s famed annual letter is due to be released this weekend. With that, today we want to talk a bit…

Today the rebound in oil led a significant turnaround for stocks. With that, the broader sentiment of uncertainty across markets…

Oil has surged to open the week. If you’ve been reading our daily pieces over the past few weeks, you’ll…

Stocks have roared back in the past several days. It's been led by commodity stocks, the area that has been…

The Fed has manufactured a recovery by promoting stability. And they’ve relied on two key asset prices to do it:…

2/16/16 As we headed into this past weekend, we talked about the threat that the oil bust poses to the…

2/8/16 When housing prices stalled in 2006 and then collapsed over the next three years, the subprime lending schemes quickly…