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) A Good Start What a difference a year makes. In the first 21 trading days of 2022, the S&P 500 was down 5%, the worst start for the index since […]
This is a situation many of you will be familiar with. You have money to invest that’s been sitting in cash, either from the sale of a business, a recent inheritance, or built-up savings. This is money you don’t expect to need or access for more than 20 years, if ever. You know that cash […]
An analysis of the opportunity cost of cash, lump sum vs. dollar-cost averaging, and trying to time your exposure to the market… For the blog post on this topic 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 […]
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) Inflation is Slowing Fast The overall US inflation rate (YoY % Change) moved down in December for the 6th consecutive month. At 6.5%, this is the lowest inflation rate […]
The charts and themes that tell the story of 2022… For the 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. Here are the charts and themes that tell the story of 2022… I. Starting Off With a Bang The first day of trading in 2022 felt very much like 2021. The S&P 500 closed at an all-time high and Apple hit yet another market cap milestone, becoming […]
Notes: -I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video 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 […]
Notes: -I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video here. __ This week’s post is sponsored by YCharts. YCharts is giving 100 of our readers free access to their Professional platform until December 16th. Sign up here. With YCharts you can conduct investment research, monitor the markets, […]
Notes: -I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video here. __ This week’s post is sponsored by YCharts. YCharts is giving 100 of our readers free access to their Professional platform until December 16th. Sign up here. With YCharts you can conduct investment research, […]
Notes: -I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video 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 […]
The S&P 500 is in the midst of its third bear market in the last four years. If this one feels different than the previous two, that’s because it’s lasted for more than the blink of an eye. At 9 months and counting from the all-time high reached back in January, this is now the […]
Notes: -I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video 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 […]
Notes: -I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video here. -If you missed my recent webinar with YCharts, click here to view the replay. __ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when […]
For the first time in over a decade, the S&P 500 is down more than 20% from its prior high on a monthly closing basis (total returns including dividends). The current drawdown, at nine months and counting, is now the longest we’ve seen since the 2007-09 bear market. Volatility has been rising all year and […]
Notes: -I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video here. –Register here for my October 13th webinar (2pm EST) with YCharts covering the most important charts and themes in markets and investing. __ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free […]
“Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful.” – Warren Buffett “Greed, for lack of a better word, is good” – Gordon Gekko, Wall Street […]
What matters more: your savings rate or your investing return? Most would probably say the latter as that gets all the attention. We often hear discussions about how to earn higher returns but savings rates are rarely mentioned. In reality, though, saving is far more important for the majority of Americans. Why? Because most people […]
Notes: -I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video here. –Register here for my October webinar with YCharts covering the most important charts and themes in markets and investing. __ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and […]
Note: I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video 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. 10 charts and themes from the past week that tell […]
US Bonds are on pace for their worst year in history, down over 11% year-to-date. On a monthly basis, this is now the longest US bond market drawdown ever (25 months and counting) and the largest (-12.3%) since 1980. Why are bonds falling? Interest rates are rising at a rapid rate from historic lows, and […]
Inertia is a powerful force – and if you’re like most Americans – you’re still earning almost nothing on your cash because if it. According to Bankrate.com, the national average yield on a savings account is a paltry 0.13%. Many of the largest banks (Bank of America, Chase, HSBC, Wells Fargo, and Citibank) are offering even […]
In late August 1930, identical twins Warren and Wally were born in Omaha, Nebraska. They came from a long line of great investors and much was expected of them. While Warren seemed to inherit these genes, Wally wasn’t so lucky and had no investing acumen whatsoever. As teenagers, Warren and Wally were each given a […]
Note: I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video 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 for the latest research from YCharts on whether […]
Note: I have a new channel on YouTube where I share my latest thoughts on markets and investing. You can view the most recent video 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. — 10 charts and themes from the past week that tell […]