Note: view the video of this post on YouTube 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. __ The most important charts and themes in markets and investing… 1) Exuberance in the Air The S&P 500 came within 2% of […]
Note: view the video of this post on YouTube here. __ The most important charts and themes in markets and investing… 1) What a Difference a Year Makes Only a year ago we had the highest inflation rate in the US since 1981: 9.1%. But since then, we’ve seen 12 consecutive declines in that inflation rate… […]
Note: view the video of this post on YouTube here. — I. The Recession That Never Came In December 2022, nearly everyone was in agreement: the U.S. economy was either already in a recession or headed for one in 2023. The list of indicators said to be predicting a recession was a long one, including a […]
Note: view the video of this post on YouTube here. — This week’s post is sponsored by YCharts. Check out their latest research on which Portfolios and Asset Classes have performed best during Fed Rate Hiking Cycles. Register here for my July webinar with YCharts covering the most important charts and themes in markets today. __ The most […]
Note: view the video of this post on YouTube here. __ The most important charts and themes in markets and investing… 1) Just Like Nobody Predicted The S&P 500 is off to its best start to a year since 1997, up over 15%. Did the experts see this coming? Not exactly. Entering the year, Wall Street […]
Note: view the video of this post on YouTube 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. __ The most important charts and themes in markets and investing… 1) Here Come the Bulls It’s been a while, but the bulls […]
Note: view the video of this post on YouTube 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. __ The most important charts and themes in markets and investing… 1) AI Mania The exuberance over generative artificial Intelligence had been building […]
Note: click here to view video on this post… The most important charts and themes in markets and investing… 1) Call It a Comeback What a comeback. The Nasdaq 100 is now up 33% from the October lows, at its highest level since April 2022. NVIDIA and Meta (Facebook) are leading all stocks in both […]
Note: click here for a replay of my recent webinar with YCharts covering the end of easy money, the most anticipated recession in history, investing resolutions for life, and much more! View latest “week in charts” video here… The most important charts and themes in markets and investing… 1) Is This the End? As expected, the Fed […]
Note: register here for my upcoming webinar with YCharts covering the most anticipated recession in history, the end of easy money, investing resolutions for life, and much more! — The most important charts and themes in markets and investing… 1) First Republic Freefall First Republic Bank has been shut down by regulators, becoming the 2nd […]
__ 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. __ The charts and themes from the past week that tell an interesting story in markets and investing… 1) Houston, We Have a Problem The spread between 3-month (5.14%) and 1-month (3.36%) […]
Note: Join me for a big webinar next week on how to avoid one of the biggest mistakes an investor can make: Market Timing. Thursday April 20, 1pm EST. Register Here — — The charts and themes from the past week that tell an interesting story in markets and investing… 1) On the Way Down […]
Note: view the video of this post on YouTube 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. __ The charts and themes from the past week that tell an interesting story in markets and investing… 1) The Next Generation A […]
Note: view the video of this post on YouTube 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. __ The charts and themes from the past week that tell an interesting story in markets and investing… 1) The Last Hike? As […]
Your home is your castle, and if you’re like most Americans, it is also the single largest component of your net worth. Naturally, you would love to see your home appreciate in value over time. But by how much – what’s a reasonable expectation? To answer that question, let’s take a look back at history… […]
The most important charts and themes in markets and investing. For the week in charts blog post with all the charts/data, click here. Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.
Note: view the video of this post on YouTube 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. The charts and themes from the past week that tell an interesting story in markets and investing… 1) A Run on the Bank It’s […]
“What are the past returns?” That’s the first and often only question many ask before making an investment. Why? Because we’re wired to believe that those returns are indicative of what we’ll receive in the future. If an investment has gone up 25%, we expect another 25%. If an investment has doubled, we expect it […]
The most important charts and themes in markets and investing. For the week in charts blog post with all the charts/data, click here. Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.
Note: view the video of this post here. The charts and themes from the past week that tell an interesting story in markets and investing… 1) Taking Its Toll High inflation is taking its toll. With wages failing to keep pace with rising prices 22 months running, Americans are increasingly turning to credit to fill the gap. […]
The most important charts and themes in markets and investing. For the week in charts blog post with all the charts/data, click here. Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.
Note: view the video of this post here. The charts and themes from the past week that tell an interesting story in markets and investing… 1) Downward Inflation Trend Continues Overall US CPI moved down to 6.4% in January, the 7th consecutive decline in the YoY rate of inflation and the lowest level since October 2021. US […]
The most important charts and themes in markets and investing. For the week in charts blog post with all the charts/data, click here. Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.
“Higher risk, higher reward.” This is one of the most repeated maxims in investing, and the basis of Modern Portfolio Theory. It’s also intuitive: riskier investments should be compensated with a higher return. But what should happen and what actually happens is not always one in the same… It’s May 2006 and Gold is all […]
Note: view the video of this post here. The charts and themes from the past week that tell an interesting story in markets and investing… 1) A Screeching Halt For years, the tech juggernauts consistently reported growth rates far in excess of the broad market, a persistent tailwind for share prices. Across the “Big 4” (Apple/Microsoft/Google/Amazon) […]