Billionaire's Portfolio

  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…

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

We've talked a lot about oil, the rebound of which has probably led to the trade of the year.  If…

Heading into today’s inflation data, the prospects of German 10-year government interest rates going negative had added to the heightened risk…

As we said yesterday, oil on the mend is the key proxy right now for global economic stability.  With that,…

People continue to blame softness in global markets on China. For years, there has been fear and speculation of “hard…

Stocks have roared back in the past several days. It's been led by commodity stocks, the area that has been…

The Fed has manufactured a recovery by promoting stability. And they’ve relied on two key asset prices to do it:…

2/16/16 As we headed into this past weekend, we talked about the threat that the oil bust poses to the…