Billionaire's Portfolio

November 16, 2020 Stocks get another lift today on a second consecutive 7am, Monday morning vaccine announcement.   Last week, bond…

November 12, 2020 As we end the week, the pieces seem to be falling in place for another lockdown scenario.  …

November 12, 2020 This daily note, which I've been writing for almost five years, is about connecting dots.   I talk a…

November 11, 2020 The flood gates have opened on vaccines -- after the election, predictably.  Let's take a look at what…

November 10, 2020 Let's take a look at oil. Over the past week, the biggest mover in global markets, has…

November 9, 2020 As we open the week, markets are pricing in a high probability that Biden will get to inauguration day. …

November 6, 2020 As the hallmark of a Biden presidency would likey be the transformation of the U.S. economy, via…

November 5, 2020 Stocks are pricing in a Biden presidency, and a split Congress.  This is looking like a goldilocks…

November 4, 2020 Predictably, the election has become a drawn out process.   And predictably, in a world where few things…

November 3, 2020 Big day.  And global asset prices are soaring.   Are markets anticipating a Biden win, blue wave and,…