View the video of this post here. Receive a Free Wealth Path Analysis from a Creative Planning advisor today. At Creative Planning, we’re proud to help clients experience a richer way to wealth in all 50 states and abroad, with over $325 billion in assets under management and advisement. So whether you’re in California, Texas, Florida, […]
View the video of this post here. The US Inflation rate has been moving down and the Fed is expecting it to remain near their target of 2% over the next few years. Which asset classes have performed best when inflation is tame? Get the latest research from YCharts on this topic HERE. The most important […]
View the video of this post here. Every week I do a video breaking down the most important charts and themes in markets and investing. Subscribe to our YouTube channel HERE for the latest content. The most important charts and themes in markets and investing… 1) The Inflation Downtrend Continues The downtrend in US inflation continues, […]
View the video of this post here. The Rate Cuts Are Coming! The only question: how fast will they go down. Join me for a big live show with YCharts this Thursday (September 12 @ 2pm EST) covering everything you need to know about the huge shift in Fed policy and its impact on markets/economy. Register HERE to reserve your […]
Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in the world. Sign up here for free right now. — The longest yield curve inversion in US history has ended at 783 consecutive days. […]
View the video of this post here. Could your money be working harder for you? Get a FREE Second Look on your entire portfolio today when you schedule a call or meeting with a Creative Planning advisor. At Creative Planning, we’re proud to help clients experience a richer way to wealth in all 50 states and […]
View the video of this post here. The rate cuts are finally coming, with market participants expecting the Fed Funds Rate to be 100 bps lower by year end. What impact will this have on markets and the economy? Don’t miss my big live show with YCharts on September 12 covering everything you need to know about the coming […]
View the video of this post here. “Don’t put off until tomorrow what you can do today.” – Ben Franklin Get a FREE Wealth Path Analysis from a Creative Planning advisor today and make sure you have a solid portfolio and sound financial plan to meet your goals and needs in the future. Creative Planning is […]
Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in the world. Sign up here for free right now. __ The $VIX has declined 58% (from 38.57 to 16.19) over the last 7 trading […]
View the video of this post here. This week’s post is sponsored by YCharts, an all-in-one platform for investment research and client communication. Mention Charlie Bilello to receive a free YCharts trial and 20% off your subscription when you initially sign up for the service. The most important charts and themes in markets and investing… 1) The Monday Morning Panic The Monday […]
View the video of this post here. Over the last 30 years, the purchasing power of the US consumer dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 960% (8% per year) after adjusting for inflation. With US National Debt hitting another record high of $35 trillion […]
View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my recent live show with YCharts covering the 4 most important charts to watch in the back half of 2024. The most important charts and themes […]
Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in the world. Sign up here for free right now. __ US Small Caps ($IWM ETF) are up 7% over the last 10 trading days […]
Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in the world. Sign up here for free right now. — US Small Caps ($IWM ETF) are up 10.4% over the last 4 trading days […]
View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my recent live show with YCharts covering the 4 most important charts to watch in the back half of 2024. The most important […]
Today we witnessed one of the wildest trading days in the history of markets, with all of the major secular trends of the past decade reversing course in dramatic fashion. At the top of that list: the 180 degree shift in market cap leadership. Small caps ($IWM ETF), which had been lagging large caps ($SPY […]
It’s a mega cap world. The 50 largest stocks in the S&P 500 have a median return of +13% this year while the 50 smallest stocks in the index are down 12%. Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in […]
The ratio of Growth stocks to Value stocks in the US is at its highest level March 2000, the peak of the dot-com bubble. What happened in the 7 years after that? A complete reversal, with Value outperforming Growth by an enormous margin (+85% vs. -29%). Join tens of thousands of investors in receiving the […]
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Over the last 16 years, US stocks have gained 502% vs. 104% for International stocks and 65% for Emerging Markets. This is by far the longest cycle of US outperformance that we’ve ever seen. Happy 4th everyone! Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes […]
Apple’s Price to Sales ratio moved above 9 this week, the highest valuation level in company history. This is 3x higher than what investors were paying for Apple shares in early 2019. Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in […]
The US Bond Market has now been in a drawdown for 47 months, by far the longest bond bear market in history. Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in […]
View the video of this post here. This week’s post is sponsored by YCharts. If you missed my live show with them on the 3 Major Stock Market Trends at Extremes, view the replay here. Taxes are inevitable, and minimizing your clients’ tax burdens is a key part of your role as a financial advisor. Instead of […]
The US Tech sector has trounced everything else in the last decade, up 706% versus a 237% gain for the S&P 500 (note: total returns). Its relative strength versus the broad market hit a new record high this month, surpassing the prior high from March 2000. Join tens of thousands of investors in receiving the […]
The #1 story stock of the 1990s dot-com boom was Cisco Systems ($CSCO). The #1 story stock of the AI boom today is Nvidia ($NVDA). Here’s a look at how the last 5 years for Nvidia compares to Cisco’s incredible 5-year run that ended in March 2000: Join tens of thousands of investors in receiving […]