Billionaire's Portfolio

September 4, 2019 Stocks continue to look well supported, with a path toward new record highs -- maybe very soon.…

September 3, 2019 We start the month of September with another record low in German yields.    It will cost…

August 30, 2019 As we head into the holiday weekend, let's revisit the China story (briefly).  Then I have two…

August 29, 2019 Global stocks were up big today.  Global yields were up, and commodities were up (with the exception…

August 28, 2019 It was reported today, that Trump said on a call with midwest farmers, that he could quickly…

August 27, 2019 Yesterday, we talked about the two key spots to watch, as we step through the week:  the…

August 26, 2019 As we entered the weekend, it appeared that global tensions and uncertainty had reached a boiling point. But…

August 23, 2019 China escalated the trade war this morning, just before Jay Powell was due to make a very…

August 23, 2019 Throughout the post-financial crisis era, there have been some major policy signals given from the Fed at…

August 21, 2019 That stock market fallout in December, led to a response from the U.S. Treasury.  Mnuchin (Treasury Secretary) called out…