Billionaire's Portfolio

February 10, 2021 Yesterday, we talked about the value in European stocks, relative to a U.S. stock market that hangs…

February 9, 2021 In a world of inflating stock markets, there remains good value in European stocks.   U.S. stocks are now…

February 8, 2021 With the S&P 500 breaking 3,900 today, let's take a look at valuation. First, when we entered…

February 5, 2021 Yesterday we talked about China's buying spree in commodities, repeating their post Global Financial Crisis strategy of…

February 4, 2021 Biden made his first prepared foreign policy speech this afternoon. Remember, the Trump administration spent the better…

February 3, 2021 As we discussed on Monday, an "impartial" team of experts (the Congressional Budget Office) tasked with helping Congress…

February 2, 2021 Amazon reported today after the bell.  They crushed estimates, with record quarterly earnings and record quarterly revenue. If…

February 1, 2021 The Congressional Budget Office (CBO) published its Economic Outlook this morning. Now, the CBO is said to be…

January 29, 2021 Stocks are down, yields are up today.  That's not a great combination – the selling of stocks and…

January 28, 2021 The focus of the financial media over the past few days has been on the massive squeeze…