Driven by the outsized gains from the largest US companies, we’re now seeing a huge dispersion in the valuations across the S&P 500. The 50 largest companies in the index are trading at 5.6x sales while the 50 smallest are trading at 1.6x sales (median values). See video on this topic here. Join tens of […]
The top 5 holdings in the S&P 500 now make up 27% of the index, the highest concentration we’ve seen with data going back to 1980. 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 […]
View the video of this post here. Creative Planning is now offering a FREE Wealth Path Analysis to all Week in Charts Readers. What’s included? Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad. So whether you’re in New York, California, Texas, Florida or any of the states in […]
The biggest US companies have been dominating the equity market for well over a decade. As a result, the outperformance of US large caps (S&P 500) over small caps (Russell 2000) is now at its most extreme level since November 24, 1999. What happened in the 7 years following the 1999 extreme? Reversion to the […]
10 years ago Nvidia had a market cap of $10.9 billion. Since then, its market cap has increased 305x to $3.33 trillion. This week, Nvidia surpassed Apple and Microsoft to become the largest company in the world. There is no impossible in markets. Creative Planning is now offering a FREE Wealth Path Analysis to all Week in […]
Growth stock investors are partying like it’s 2000, with Growth’s outperformance versus Value at its highest level since July of that year. What happened in the 7 years following July 2000? Reversion to the mean. Growth stocks declined 27% while Value stocks gained 84%. Creative Planning is now offering a FREE Wealth Path Analysis to all Week […]
US stocks have been outperforming international stocks for 16 years running, and by a huge margin. The result: we’re now 3 standard deviations above the mean in terms of historical US outperformance, a record high. Creative Planning is now offering a FREE Wealth Path Analysis to all Week in Charts Readers. What’s included? Creative Planning is proud […]
View the video of this post here. Don’t miss my big live show with YCharts coming to you next Tuesday (June 18) @ 2pm EST. Register HERE to reserve your spot (if you can’t attend live, sign up to receive a replay). Topics: The most important charts and themes in markets and investing… 1) Positive and Negative Framing on Inflation Framing […]
View the video of this post here. Creative Planning is now offering a FREE Wealth Path Analysis to all Week in Charts Readers. What’s included? Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad. So whether you’re in New York, California, Texas, Florida or any of the […]
View the video of this post here. Don’t miss my big live show with YCharts on June 18 @ 2pm EST. Register HERE to reserve your spot. What will we be discussing? The most important charts and themes in markets and investing… 1) The AI Show Goes On All eyes were on Nvidia last week as […]
View the video of this post here. Could your money be working harder for you? Make sure you’re on the right path to reach your goals by getting a second look on your portfolio and financial plan. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states and abroad. So whether […]
View the video of this post here. This week’s post is sponsored by YCharts. Every four years, the uncertainty surrounding the next president and their policies spark concern among investors. YCharts has you covered with their latest Election Guide, to help you successfully guide clients through election season and tackle commonly asked questions head-on. Grab your free copy here […]
View the video of this post here. Could your money be working harder for you? The most important charts and themes in markets and investing… 1) Labor Market Cooling There are a number of signs currently pointing to a cooling of the labor market… 2) Bad News Is Good News? Why did the S&P 500 rally 1.3% […]
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 YCharts subscription when you initially sign up for the service. The most important charts and themes in markets and investing… 1) Expectations Are Everything When it comes to markets, expectations are everything, and during earnings season […]
View the video of this post here. Could your money be working harder for you? The most important charts and themes in markets and investing… 1) The First Correction of the Year The S&P 500 closed below its 50-day moving average last week for the first since last November. That ended the 10th longest uptrend in the […]
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 download their top 10 visuals for client and prospect meetings. The most important charts and themes in markets and investing… 1) Inflation Heating Up Inflation is moving in […]
View the video of this post here. Could your money be working harder for you? The most important charts and themes in markets and investing… 1) Closing the Jobs Gap 303,000 US jobs were added in March, well above the consensus estimate of 200k jobs. This was the 39th consecutive month of jobs growth. The top […]
View the video of this post here. This week’s post is sponsored by YCharts. Their recent Client Communication Survey (800 financial advisor clients) found that 8 in 10 clients valued increased communication. See the full Survey Results Here. And mention Charlie Bilello to receive a free trial and 20% off your YCharts subscription when you initially sign up for the […]
View the video of this post here. Experience a Richer Way to Wealth… The most important charts and themes in markets and investing… 1) The Fed’s 2% Inflation Farce The Fed chose to hold interest rates steady once again at a range of 5.25-5.50%. This was not a surprise. What was a surprise, however, is the […]
View the video of this post here. This week’s post is sponsored by YCharts. In their latest Client Communication Survey, YCharts sought insights from nearly 800 financial advisor clients to uncover what clients truly desire from their advisors. The most eye-opening finding? 75% of respondents either switched advisors or contemplated doing so in 2023 — a stark increase […]
Note: Subscribe to our YouTube Channel here. The most important charts and themes in markets and investing… 1) Here Comes the FOMO The fear of missing out (FOMO) is in the air again. What brough it back? Parabolic advances that have become too extreme to ignore. Nvidia ($NVDA) is at the top of that list, […]
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 YCharts subscription when you initially sign up for the service. The most important charts and themes in markets and investing… 1) All News Is Good News All news has been received as good news thus far […]
View the video of this post here. The most important charts and themes in markets and investing… 1) Unfathomable Growth Expectations were sky-high heading into the Nvidia earnings report and they were exceeded on all fronts. The growth rate for a company this large is simply unfathomable… Investors loved the results, driving up Nvidia’s market cap […]
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 YCharts subscription when you initially sign up for the service. The most important charts and themes in markets and investing… 1) Inflation Coming in Hot The war against inflation has not yet been won. The latest […]
View the video of this post here. The most important charts and themes in markets and investing… 1) The Longest Inversion in History The US Yield Curve (10-year minus 3-month) has now been inverted for 473 consecutive days, the longest inversion in history. Historically, this has been a leading indicator of an economic downturn, but with […]