Billionaire's Portfolio

July 6, 2020 We've talked about the set up for positive surprises in the June economic data.   The data delivered…

July 2, 2020 We came into the week expecting to see the focus turn to the economic data, where the table…

July 1, 2020 As we discussed on Monday, with the economic data rolling in this week, the table has been set for…

June 30, 2020 Stocks rose as much as 1.4% this afternoon as Powell and Mnuchin testified before the House Finance Committee,…

June 29, 2020 We have a short week this week, with the observance of Independence Day on Friday.    But…

June 26, 2020 Yesterday we talked about the context around the rising virus cases.   Again, we are beginning to see…

June 25, 2020 With "cases spiking,” let's take a look at some charts. And then I have some very interesting commentary…

June 24, 2020 With all of the fear the media is stoking from the rise in cases in some states,…

June 23, 2020 As we continue to lay out the building inflation story, the markets continue to substantiate it.   Yesterday we talked about the prospects…

June 22, 2020 Tomorrow will mark three-full-months since the Fed responded to the nationwide stay-at-home orders, with the nuclear option of…