The market has gone up over time. But not all the time; far from it. And therein lies the challenge, for you can’t have one (long-term gain) without the other (short-term pain). Since 1990, the S&P 500 has returned an impressive 10% per year. And it’s done so despite two 50+% bear markets and being […]
This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. — 9 charts from the past week that tell an interesting story in markets and investing… 1) Two Steps Forward, One Step Back That’s the path all investors must take, as there is no upside without intermittent […]
This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. — 9 charts from the past week that tell an interesting story in markets and investing… 1) Hard Times The S&P 500 declined 13.3% in the first 82 trading days of 2022, the worst start to a […]
I Don’t Know Three words that are rarely heard in the investment business and at the same time the most important to long-term success. Why? Because the future is unknown and having the humility to admit that is very hard for us to do. We’re wired instead with overconfidence – we tend to overestimate our […]
Notes: –Click Here for a replay of my recent webinar with YCharts covering Fed Policy, Equity Valuations, the Worst Year for Bonds in History, and much more. -I have a new video channel on YouTube where I’ll be sharing my latest thoughts on markets and investing. You can view the most recent video here. -Join thousands of other investors […]
Cash is king. At least for the moment. In the first quarter of 2022, short-term Treasury bills finished marginally higher (+0.03%) while both the 10-Year Treasury bond (-6.64%) and the S&P 500 (-4.95%) declined. The greatest fear among many investors is that this trend will continue. Is this a rational fear? How often has cash […]
The US Unemployment Rate moved down to 3.6% in March, its lowest level since the start of the pandemic and well below the historical average of 5.75%. If you asked most people, they would probably say this is a bullish sign, where a strong economy is good news for the stock market. But is this […]
There are few things investors fear more than an inverted yield curve (the relatively uncommon situation where short-term yields are higher than longer-term yields). Why? Because it tends to be a pretty good indicator of future economic weakness. Case in point: the last 6 recessions in the US were all preceded by an inverted curve. […]
Note: Register Here for my webinar tomorrow (April 13 @ 2pm EST) with YCharts covering Fed Policy, Equity Valuations, the Worst Year for Bonds in History, and Much More. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. — 7 charts from the past week that […]
Register Here for a big upcoming Webinar with YCharts (April 13) on the yield curve inversion, rising risk of recession, and much more. 7 charts from the past week that tell an interesting story in markets and investing… 1) The Greatest Jobs Comeback in History During the pandemic shutdowns in March and April of 2020, […]
The markets are volatile, the news is bad, and the value of your portfolio is going down. You’re afraid things may get worse and you want to do something about it. This is a perfectly normal reaction. When faced with something painful, we look for ways to ease the pain. While such a response serves […]
Note: I have a new video channel on YouTube where I’ll be sharing my latest thoughts on markets and investing. You can view the video accompanying this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. — 7 charts from the past week that tell an interesting story […]
Note: I have a new video channel on YouTube where I’ll be sharing my latest thoughts on markets and investing. You can view the video accompanying this post here. ___ 7 charts from the past week that tell an interesting story in markets and investing… 1) The Historic Rally The S&P 500 was up more than 1% in each […]
Note: I have a new video channel on YouTube where I’ll be sharing my latest thoughts on markets and investing. Check out the video accompanying this post here. ___ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. ___ 7 charts from the past week that tell an interesting story […]
Note: click here to view my video on this post. “What are the historical returns?” That’s the first and often only question many investors ask before allocating capital. Why? Because we’re wired to believe that those returns are indicative of what we’ll receive in the future. If something has gone up 20%, we expect another […]
Note: I have a new video channel on YouTube where I’ll be sharing my latest thoughts on markets and investing. Check out the video accompanying this post here. ___ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. ___ 7 charts from the past week that tell an interesting […]
This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. ___ 7 charts from the past week that tell an interesting story in markets and investing… 1) Wars and Fat Tails Financial markets do not follow a bell curve. Instead, they operate in the world of fat […]
Note: I have a new video channel on YouTube where I’ll be sharing my latest thoughts on markets and investing. Check out the most recent video on the upcoming Fed rate hike here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. ___ 6 charts from the past […]
Note: I have a new video channel on YouTube where I’ll be sharing my thoughts on markets and investing. You can watch the video accompanying this post here. ___ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. ___ 7 charts from the past week that tell an interesting […]
Note: view my video on this topic here. Stocks are down and the Fed is expected to hike rates for the first time in years. Many are worried that we are heading straight for a bear market. Which begs the following question: has there ever been a 20% stock market decline in advance of or […]
Note: watch a view a video of this post here. These are the top 30 stocks in the S&P 500 over the past 30 years… What stands out? The unfathomable cumulative returns, a product of time and the magic of compounding. What’s missing? The many periods of excruciating pain that anyone invested in these companies would have […]
Note: I have a new video channel on YouTube where I’ll be sharing my thoughts on markets and investing. Check out the first video here and the video accompanying this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. ___ 7 charts from the […]
Click Here for a replay of my recent webinar on the free money effect, the high growth crash, and the beginning of the end of easy money. ___ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive 20% off your subscription when you initially sign up for the service. ___ 7 charts from the past week that […]
Note: watch a video of this post here. When investors think about risk, it’s the extremes that immediately come to mind… 1929 (Great Depression) 1987 (Black Monday Crash) 2000 (Dot-Com Bubble) 2008 (Financial Crisis) 2020 (Pandemic Crash) The commonality: fear, panic, and catastrophic losses. While these periods are all front and center in our minds, […]
“Whether you’re excited or nervous when your favorite asset falls in price marks whether you’re investing or merely speculating.” – Naval Ravikant (Founder of AngelList) Are you investing or merely speculating? Naval Ravikant had an interesting take on this most important of questions. The deciding factor: whether you’re “excited” or “nervous” to see your investment going […]