Billionaire's Portfolio

May 21, 2020 We've been talking about this building theme of higher prices -- driven by the mismatch between demand, which…

May 20, 2020 The Senate passed a bill today which could require Chinese firms, listed in the U.S., to de-list…

May 19, 2020 As we discussed yesterday, stocks were challenging the top of the range (post-crash), where some big technical…

May 18, 2020 Stocks open the week very strong - and up 4.5% since Friday afternoon.  This challenges the top of the…

  May 15, 2020 With the April economic data continuing to roll in, let's take a look at the damage.…

May 14, 2020 Stocks have indeed fallen off from the big technical resistance levels we talked about a couple of weeks…

May 13, 2020 With $2.7 trillion worth of fiscal stimulus still in the early stages of working through the system, the…

May 12, 2020 We've talked quite a bit in that past couple of weeks about the recipe for a return…

May 11, 2020 In my daily notes, we spent the better part of the past month observing the daily changes…

May 8, 2020 No one should have been surprised by the magnitude of the losses in the jobs report this…