Category: Education


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 (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 (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 (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 (4/15/23)

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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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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Don’t Chase the Past

“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 […]

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The Week in Charts – Video (2/28/23)

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 (2/13/23)

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) […]

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The Week in Charts (Video – 2/3/23)

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 Ultimate Guide to Investing Cash on the Sidelines

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 […]

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Investing Cash on the Sidelines (Video)

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 […]

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2022: The Year in Charts (Video)

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.

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The Week in Charts (12/4/22)

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, […]

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A Bear Market Checklist

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 […]

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Why Saving Is More Important Than Investing

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 […]

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10-Chart Monday (9/26/22)

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 […]

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10-Chart Thursday (9/15/22)

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 […]

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How to Earn Bond-Like Returns Without the Risk of Drawdowns

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 […]

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How to Earn a Higher Return Without Taking More Risk

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 […]

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How the Worst Market Timer in History Built a Fortune

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 […]

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9-Chart Sunday (9/4/22)

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 […]

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10-Chart Tuesday (8/23/22)

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 […]

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