Posts


The Epic Small Cap Surge – Chart of the Day (7/16/24)

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 […]

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The Week in Charts (7/15/24)

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 […]

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The Great Reversal – Chart of the Day (7/11/24)

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 […]

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A Mega Cap World – Chart of the Day (7/10/24)

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 […]

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Shades of March 2000 – Chart of the Day (7/9/24)

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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The Week in Charts (7/8/24)

View the video of this post here. Do you have a portfolio and financial plan that meets your needs for today and goals for tomorrow? Get a second look from Creative Planning with a FREE Wealth Path Analysis. Schedule a call or meeting today to receive a Portfolio Checkup, Retirement Roadmap, Proactive Tax Strategies, and more. […]

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USA! USA! USA! – Chart of the Day (7/4/24)

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 […]

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Apple’s Highest Valuation Ever – Chart of the Day (7/3/24)

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 […]

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The Longest Bond Bear Market in History – Chart of the Day (7/2/24)

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 […]

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The Week in Charts (7/1/24)

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 […]

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Nvidia vs. Cisco – Chart of the Day (6/26/24)

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 […]

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The Mega Cap Premium – Chart of the Day (6/25/24)

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 […]

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Record S&P 500 Concentration – Chart of the Day (6/24/24)

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 […]

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The Week in Charts (6/23/24)

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 […]

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US Large Cap Domination – Chart of the Day (6/20/24)

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 […]

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Nvidia Is Now the World’s Largest Company – Chart of the Day (6/19/24)

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 […]

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Growth Stock Investors Partying Like It’s 2000 – Chart of the Day (6/18/2024)

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 […]

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Historic US Outperformance – Chart of the Day (6/17/24)

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 […]

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The Week in Charts (6/14/24)

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 […]

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The State of the Markets (June 2024)

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 […]

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The Week in Charts (5/30/24)

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 […]

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The Week in Charts (5/20/24)

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 […]

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The Week in Charts (5/14/24)

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 […]

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The Week in Charts (5/6/24)

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% […]

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