Billionaire's Portfolio

April 24, 2020 As states look at reopening businesses, I suspect we're going to see how obvious the political undercurrent is in…

April 23, 2020 Over the past couple of weeks, we've talked about the key data coming from New York on the…

April 22, 2020 We've talked quite a bit about the explicit intent of policymakers (here and globally) to combat the…

April 21, 2020 Let's talk about debt. Congress approved another $500 billion in aid/relief/stimulus today.  That adds to the initial…

April 20, 2020 When low probability events occur, things blow up.   In this case, no one in the world considered…

April 17, 2020 As we end the week, let's take a look at some key charts. We'll start with what…

  This Is One Of The Top 5 Buying Opportunities Bill Miller, one of the best value investors of our…

April 16, 2020 Billionaire Paul Singer, one of the best investors in the world over the past 43 years, says…

April 15, 2020 As we discussed at the beginning of the month, as we start seeing the March data roll…

April 14, 2020 With trillions of dollars of relief/aid/stimulus money beginning to work it's way into the economy, the early…