Billionaire's Portfolio

  June 7, 2016, 5:00pm EST Yesterday we talked about the bullish technical breakout shaping up in stocks.  Today we want to…

  June 6, 2016, 4:00pm EST We talked last week about the employment data.  It was broadly thought to be disappointing.…

6/3/16 As we discussed earlier in the week, market participants are trained to be fixated on the monthly jobs data.…

  May 27, 2016, 11:40am EST As we head into the Memorial Day weekend, we want to talk today about the…

  May 25, 2016, 3:30pm EST We charted very closely the risks of the oil price bust.  We thought central banks…

  May 23, 2016, 5:00pm EST Last week we talked about Warren Buffett’s new stake in Apple.  Today we want to…

This past week we've talked about the recent public disclosures made about the investments of some of the world's best…

As we've discussed over the past few months, markets can be wrong—sometimes very wrong. On that note, consider that the…

Today we want to talk about the quarterly SEC filings that came in over the past several days week. All big investors…

In our Billionaire’s Portfolio we followed the number one performing hedge fund on the planet into a stock that has…