View the video of this post here. 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 […]
View the video of this post here. When investors think about risk, it’s the extremes that immediately come to mind… The commonality: fear, panic, and catastrophic losses. While these periods are all front and center in our minds, the reality is that risk is always present, even if you can’t always see it. It’s now been […]
“Why should I own anything other than the S&P 500?” This is the most common question investors are asking entering 2025. Why are they asking it? Because over the last decade, the S&P 500 has outpaced every other major asset class by a wide margin, gaining 13.1% per year versus 9.0% for U.S. small cap […]
View the video of this post here. Over the last 30 years, the purchasing power of the US consumer dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 960% (8% per year) after adjusting for inflation. With US National Debt hitting another record high of $35 trillion […]
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) The First Correction of the Year The S&P 500 closed below its 50-day moving average last week for the first since last November. That ended the 10th longest uptrend in the […]
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 […]
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 […]
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: 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 […]
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 […]
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… […]
“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) 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.
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 […]
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.
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, […]
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 […]
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 […]