Billionaire's Portfolio

October 28, 2019 Before I get to today's note, so you don't miss any of my future notes, please take…

October 25, 2019 With the big Microsoft earnings beat yesterday, and the miss from Amazon, I want to revisit my notes…

October 24, 2019 The ECB met this morning and made no adjustment to the plans to restart QE.  Why does…

October 23, 2019 The European Central Bank will meet tomorrow.  Remember, in September, they announced they would restart QE.  We've…

October 22, 2019 We've talked about the Brexit deal over the past few days.    The deal that was struck…

October 21, 2019 We entered the weekend with another big vote due in the UK on Brexit (perhaps a final vote). …

October 18, 2019 UK parliament will vote on a Brexit deal with the EU tomorrow. Remember, this is a deal…

October 17, 2019 In the spirit of dealmaking, after the U.S. and China came to terms on a (limited) deal…

October 16, 2019 The start of third quarter earnings season has been overshadowed by macro events thus far (trade and…

October 15, 2019 After a holiday in the bond market yesterday, markets are at full strength today.  And we get…