Billionaire's Portfolio

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…

October 14, 2019 We have a quiet open to the week, with bond markets closed for the holiday in the…

October 11, 2019 We've talked about the potential for a cut down trade deal and a "melt-up" in stocks.  The…

October 10, 2019 Early this year, we talked about the prospects of seeing the U.S./China trade dispute ultimately resolved through…

October 8, 2019 Prior to the high level U.S./China trade talks tomorrow and Friday, the U.S. took the opportunity to ramp…

October 8, 2019 Jay Powell had a prepared speech and Q&A session at the National Association for Business Economics conference…

October 7, 2019 We enter what could be a very important week for markets.  China trade negotiations resume this week. …