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) […]
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 […]
We’re only a few weeks away from New Year’s Eve, and you know what that means: it’s resolution time. Exercising more, eating healthier, losing weight, and spending more time with family. These are among the most popular resolutions, each and every year. In the investing world, instead of resolutions at year end we often hear […]
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 […]