Billionaire's Portfolio

September 4, 2020 We had another good jobs number this morning. More than 3 million people that were on temporary layoff have…

September 3, 2020 Stocks were hammered today, following the 64% run off of the March 23rd lows.  Yes, that's a…

September 2, 2020 Stocks continue to move higher, for the reasons we've discussed here daily (namely, a policy response that…

September 1, 2020 With the health crisis, when we wanted to know how things were progressing, we had to ignore…

August 31, 2020 Warren Buffett just invested $6 billion into five of Japan's biggest "trading companies."   Assuming he took a…

August 28, 2020 As we discussed yesterday, the Fed has now formalized their strategy to let inflation run hot, to insure…

August 27, 2020 We've talked about the coming inflation tsunami, thanks to the bazooka monetary and fiscal policy response that…

August 26, 2020 The hurricane in the Gulf of Mexico has been upgraded to a category 4.  That will make…

August 25, 2020 Yesterday we talked about the catalyst for a move in crude oil. Today, crude was up as…

August 24, 2020 We talked about crude oil late last week. Let's continue on this theme today, as two supply disrupting…