Charlie Bilello
@charliebilello
Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
New video is up: 📈The Week in Charts - breaking down the most important charts and themes in markets... youtube.com/watch?v=lzCnAL…
I work with some of the most successful people in America. The very best share these 5 key traits:
After a record 25 consecutive months of negative real wage growth, wages have now outpaced inflation on a YoY basis for 26 straight months. This is a great sign for the American worker that hopefully continues. Video: youtube.com/watch?v=lzCnAL…
The S&P 500 closed at another all-time high, its 10th of the year. $SPX Video: youtube.com/watch?v=lzCnAL…
Ridiculous to believe that companies faced with higher costs would ultimately pass that on to the end consumer? The alternative: they just eat the higher costs and accept lower profits/margins. That could happen in the short run but is unlikely in the long run. Prices will rise.
I'm exhausted with people claiming tariffs cause inflation. Ridiculous.
This is how Jerome Powell should respond: “President Trump continues to call for rate cuts and resort to name-calling—but let’s be clear: he has absolutely no understanding of where interest rates should be. Inflation remains well above our 2% target, tariffs are set to drive…
The average US family health insurance premium has increased from $6,000 in 2000 to over $25,000 in 2024. That’s a 297% increase, more than triple overall inflation. The biggest beneficiaries of this massive increase in costs: health insurance companies.
The Nasdaq just crossed above 21,000 for the first time, hitting another record high. The index has doubled over the last 5 years and quadrupled over the last 10 years.
Since the invention of A/C, Atlanta's growth was a given. Not anymore. For the first time on record, more Americans are leaving metro Atlanta than moving in.
YouTube now owns 12.5% of all U.S. TV viewing time - more than any other distributor. 1B+ hours are watched daily on YouTube, surpassing Disney across broadcast, cable, and streaming. No studios. No soundstages. No scripts. Just total living room dominance. $GOOGL
Both parties have repeatedly failed the American people in managing the nation’s finances. With the passage of the "Big, Beautiful Bill," we're likely headed for $40 trillion in national debt within the next two years.
The Week in Charts is live. This week @charliebilello dives into the latest inflation report, Nvidia vs. the entire Russell 2000, Netflix’s pricing power, how tariff developments are impacting market sentiment, and more key insights. youtu.be/lzCnALR3hXs
Tariffs? What tariffs? The S&P 500 hit its 9th all-time high of the year this week, brushing off the latest round of trade threats. $SPX Video: youtube.com/watch?v=lzCnAL…
10 Years ago, JPMorgan had a lower market cap than Wells Fargo. Today, its market cap of $800 billion is higher than its 3 largest competitors (BofA, Wells Fargo, Citigroup) combined. Too big to fail? We're way past that. Video: youtube.com/watch?v=lzCnAL…
1. Stocks: all-time high 2. Home Prices: all-time high 3. Bitcoin: all-time high 4. Money Supply: all-time high 5. National Debt: all-time high 6. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target" 7. Fed: expected to cut rates 2x this year youtube.com/watch?v=lzCnAL…
The S&P 500's CAPE Ratio is about to cross above 38 for the 3rd time in history, now higher than 98% of historical valuations. $SPX Video: youtube.com/watch?v=lzCnAL…
