Billionaire's Portfolio

June 5, 2020 Yesterday, we talked about the consensus expectations for second quarter GDP.  And we discussed the reasons why…

June 4, 2020 As the May economic data begins to roll in, let's update the picture on the damage to…

June 3, 2020 Stocks have moved aggressively higher over the past 24-hours. The crash in stocks was fierce, and so has…

June 2, 2020 With $11 trillion of global deficit spending in response to the pandemic, and trillions of dollars of…

June 1, 2020 As Mark Twain said, "history doesn't repeat itself, but it often rhymes." In this case, it seems like…

May 29, 2020 In a prepared speech today, Trump formalized many of the threats against China that we've heard over…

May 28, 2020 We talked yesterday about the building path to confrontation between the U.S. and China. Another step along…

May 27, 2020 Stocks continue to hang around the big 200-day moving average in the S&P 500.  The strength today was…

May 26, 2020 Stocks open the week with a surge above key psychological levels (over 25,000 in the Dow and…

May 22, 2020 As we head into the long holiday weekend, let's take a look at a key chart. In…