Writing


5-Chart Friday (5/29/20)

5 charts from the past week that tell an interesting story in markets and investing… 1. Mortgage Rates at Historic Lows The 30-Year Mortgage Rate in the US hit another all-time low this week: 3.15%. 2. 81 … As in 81 Central Banks around the world cutting interest rates thus far in 2020. We’ve never […]

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Make a Habit of It

What were your new year’s resolutions entering 2020? If you’re like most people, your list probably included at least one of the following: Lose weight. Get back in shape. Eat healthier. Be less stressed. Get more sleep. Spend more quality time with your family. Get out of debt, save more. Read more. Learn something new. […]

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War and Peace

As Americans celebrate Memorial Day this weekend, we honor all those who served and paid the ultimate price in the name of freedom. This year, we find ourselves fighting a different kind of war. It’s most certainly a world war, but one very different from the last. From its start in 1939 to its end […]

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5-Chart Friday (5/22/20)

5 charts from the past week that tell an interesting story in markets and investing… 1. $7 Trillion and Counting The Fed’s balance sheet moved above $7 trillion this week for the first time, with $2.9 trillion in asset purchased in just the last 3 months. In 2008, the Fed increased its assets by over […]

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Dazed and Confused

If the dichotomy between markets and the economy has left you dazed and confused, you’re not alone. For on one side of the ledger, you have… 16.5% of the US labor force on unemployment, the highest on record (data back to 1967). US Employment to Population Ratio down to 51.3%, a new low. The prior […]

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New York Strong

Surreal. In driving through Manhattan a few weeks ago, that’s the only way I could possibly describe it. Stores closed. Streets empty. Sounds of silence. Even the crossroads of the world, Times Square, was desolate. As a lifelong New Yorker, it felt like a dream. A dream that has now lasted for nearly 2 months. […]

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5-Chart Friday (5/15/20)

5 charts from the past week that tell an interesting story in markets and investing. 1. Industrial Production US Industrial Production is down 15% year-over-year. Capacity Utilization Rate fell to 64.9%, lowest level on record (data back to 1967). 2. Retail Sales US Retail Sales are down 17.8% year-over-year, largest decline on record (data back […]

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5-Chart Friday (5/8/20)

5 charts from the past week that tell an interesting story in markets and investing. 1. US Unemployment Highest since Depression US Unemployment Rate moves up to 14.7%. The peak % in prior recessions…2007-09: 10.0%2001: 6.3%1990-1991: 7.8%1981-1982: 10.8%1973-75: 9.0%1969-70: 6.1%1960-61: 7.1%1957-58: 7.5%1953-54: 6.1%1948-49: 7.9% pic.twitter.com/5VuZB958WV — Charlie Bilello (@charliebilello) May 8, 2020 US Employment to […]

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5-Chart Friday (5/1/20)

5 charts from the past week that tell an interesting story in markets and investing. 1. 1 out of 3 … on Facebook 1 out of 3 people on the planet are now using using facebook on a monthly basis. 2.6 billion MAU / 7.8 billion global population = 33.33% Facebook Monthly Active Users, Billions […]

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5-Chart Friday (4/24/20)

5 charts from the past week that tell an interesting story in markets and investing. 1. Unemployment Rising at Record Pace 12.5% of the labor force in the US is on unemployment as of the end of last week. 2. Pizza vs. Software Software is eating the world and the world is eating pizza. Two […]

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