Billionaire's Portfolio

    July 25, 2016, 4:00pm EST As we discussed last week, the G20 finance ministers and central banks met in…

  July 22, 2016, 3:00pm EST Last Friday we talked about some key charts to keep an eye on this week, which included…

  July 21, 2016, 4:00pm EST The ECB meeting came and went this morning without moving the needle in global markets.…

  July 20, 2016, 3:15pm EST U.S. stocks traded to new record highs this morning. Yesterday we talked about the trajectory…

  July 19, 2016, 2:15pm EST We've talked about the reasons markets and economies are set-up nicely for positive surprises. Surprises create…

  July 18, 2016, 4:00pm EST We left off last week taking a look at some key charts to watch.  U.S.…

  July 15, 2016, 4:20pm EST Over the past week, we've talked about the rational reasons to be long stocks.  Today…

  July 14, 2016, 4:00pm EST Since the Brexit news in late June we've discussed a couple of huge implications that…

  July 13, 2016, 5:00pm EST Earlier this week we talked about the disconnect between yields and stocks. The move lower…

  July 12, 2016, 2:00pm EST As we said last week (and back in May), we think the second half of…