Billionaire's Portfolio

September 21, 2020 Just when you thought the political landscape couldn't get crazier, it has, with the opening of a…

September 18, 2020 As we end the week, stocks have continued a September correction, today making lower lows on the…

September 17, 2020 Yesterday, we talked about oil, as one of the most beaten down markets in a world where…

September 16, 2020 We heard from the Fed today.  As we discussed yesterday, we should expect the Fed to continue…

September 15, 2020 The markets seem to have gone range bound, for now. And without a fresh catalyst, things may very…

September 14, 2020 I've said in my daily notes here that it seems like we are on path for some military action…

September 11, 2020 The tech giants have all given up significant ground over the past seven trading days.  And as a…

September 10, 2020 With 53 days until the election, as we discussed on Tuesday, we have a vacuum to be…

September 9, 2020 One of the great macro-traders of all time, Stan Druckenmiller, was interviewed this morning.  This is a…

September 8, 2020 Yesterday, Trump laid out an agenda for the second term in a prepared speech.  This was an…