Billionaire's Portfolio

October 19, 2020 It's a big earnings week.  We'll hear from about 20% of the S&P 500.  To this point,…

October 16, 2020 We now have 18 days until the election.  And the level of uncertainty should only rise as the day nears. …

October 15, 2020 With the election looming large, we get town halls tonight from both Biden and Trump, head-to-head on…

October 14, 2020 Yesterday we talked about earnings from Citi and JPMorgan. Both were positive surprises on earnings and revenues.…

October 13, 2020 Two of the "big four" banks reported Q3 earnings this morning.  Remember, as we discussed going into last…

October 12, 2020 Stocks open the week up big.  Last week, it was many of the relative underperformers of recent years, that…

October 9, 2020 As we end the week, we continue to hear the talk of more stimulus.  And it continues to…

October 8, 2020 Third quarter earnings kick off next week with the banks. JP Morgan and Citi will report on Tuesday. …

October 7, 2020 Stocks took a hit yesterday afternoon after Trump instructed his team to walk from negotiations on a…

October 6, 2020 We've talked a lot about the ongoing fiscal stimulus negotiations, dating back to early August.  My view…