Posts


The Week in Charts (9/24/23)

View the video of this post on YouTube here. Real wealth doesn’t come via a straight line path but instead a long and winding road. Join me and Peter Mallouk on a big webinar this week (9/26 @ 1pm EST) as we break down what it takes to be a successful long-term investor. Register HERE, open […]

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The Week in Charts (9/17/23)

Note: view the video of this post on YouTube here. This week’s post is sponsored by YCharts, who just launched “Proposals,” their latest product enhancement that helps wealth managers craft captivating narratives and win new business. YCharts will be uncovering all of its features in an upcoming webinar on September 22. Register Here for the webinar […]

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The Week in Charts (9/6/23)

Note: view the video of this post on YouTube here. This week’s post is sponsored by YCharts. Coming soon to YCharts: NEW Proposals Functionality that will allow wealth managers to craft compelling narratives that supercharge client communication and drive new business. Mention Charlie Bilello for a free trial and 20% off your subscription when you initially sign up for the service. __ […]

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The Week in Charts (8/30/23)

Note: view the video of this post on YouTube here. __ The most important charts and themes in markets and investing… 1) Declining Purchasing Power The 30-Year Mortgage Rate in the US has moved up to 7.23%, its highest level since 2001. Assuming a $3,000 monthly budget, a 2.65% mortgage rate in January 2021 could have […]

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The Week in Charts (8/22/23)

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) Tis But a Scratch The S&P 500 has suffered its first […]

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The Week in Charts (8/15/23)

Note: view the video of this post on YouTube here. The most important charts and themes in markets and investing… 1) The Streak is Broken After a record 12 consecutive declines in the US inflation rate, we saw a small tick higher in July, with overall CPI moving up to 3.2% from 3.0% in June. Core […]

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The Week in Charts (8/8/23)

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) The Rising Tide Lifted All Boats Through July, every major asset […]

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The Week in Charts (7/31/23)

View the video of this post on YouTube here. — p.s. Could your money be working harder for you? Reach out today for a complimentary portfolio review. — The most important charts and themes in markets and investing… 1) The 11th and Final Step? As widely expected, the Fed hiked rates for the 11th time last […]

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The Week in Charts (7/24/23)

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 […]

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The Week in Charts (7/16/23)

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… […]

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10 Surprises From the First Half of 2023

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 […]

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The Week in Charts (6/25/23)

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 […]

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The Week in Charts (6/18/23)

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 […]

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The Week in Charts (6/11/23)

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 […]

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The Week in Charts (6/1/23)

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 […]

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The Week in Charts (5/20/23)

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 […]

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The Week in Charts (5/11/23)

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 […]

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The Week in Charts (5/2/23)

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 […]

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The Week in Charts (4/22/23)

__ 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%) […]

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The Week in Charts (4/15/23)

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 […]

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The Week in Charts (4/7/23)

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 […]

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The Week in Charts (3/28/23)

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 […]

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How to Think About Home Price Appreciation

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… […]

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The Week in Charts – Video (3/14/23)

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.

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The Week in Charts (3/14/23)

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 […]

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