Billionaire's Portfolio

September 19, 2019 Last week we looked at the case for the Spanish stock market, with the renewed tailwinds of QE…

September 18, 2019 Nine months ago, the Fed  raised rates for the ninth time, in its attempt to normalize interest…

September 17, 2019 Markets head into tomorrow's Fed meeting relatively quiet -- except for one market:  the global market for…

September 16, 2019 The Fed meets on Wednesday.  On Friday the market was pricing in a 78% chance of a…

September 13, 2019 As we discussed yesterday, Trump seems to be setting the table for an agreement on a cut-down…

September 12, 2019 The ECB restarted QE today, just nine months after ending their nearly four-year stimulus program. So, they…

September 10, 2019 With the ECB expected to restart QE on Thursday, we've talked about the prospects that they may…

September 9, 2019 The big event of the week (and maybe the month) will be the ECB meeting on Thursday. …

September 6, 2019 The jobs report today continues to show a very healthy job market.  And wages continue to grow…

September 5, 2019 In the past few weeks, we've talked about the important signal to be taken from stocks.  Despite…