Billionaire's Portfolio

Today the rebound in oil led a significant turnaround for stocks. With that, the broader sentiment of uncertainty across markets…

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:…

2/17/16 The word China is often thrown around to explain why markets are in turmoil. China doing well was a…

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

2/8/16 When housing prices stalled in 2006 and then collapsed over the next three years, the subprime lending schemes quickly…

2/2/16 It's unimaginable that governments and central banks that have coordinated and committed trillions of dollars in guarantees, backstops, commitments…

1/29/16   The Bank of Japan stepped in overnight and put a floor under stocks. Only 6 of 42 economists…

1/27/16   The Fed met today—and they made no change to policy. As we all know, their words will be…