Charlie Bilello
Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
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With 86% of companies now reported, S&P 500 GAAP earnings have come in much better than expected, flipping the YoY growth rate back into positive territory (+6% YoY) for the first...
New Video: The Week in Charts... https://t.co/karfdHioFS
Here's a history of US home price appreciation going back to 1891. 2022 was the first down year for home prices on an inflation-adjusted basis since 2011. In 2023 we could see the...
The New Week in Charts video is up. Topics include: -Spike in credit card debt -Millennials have highest delinquency rates -Mortgage application collapse -Rising bond yields -60/...
With 79% of companies reported, S&P 500 Q4 GAAP earnings are down 23% year-over-year, the 3rd straight quarter of negative YoY growth and the largest decline since Q2 2020. $SPX ht...
New Video: The Ultimate Guide to Investing Cash on the Sidelines... https://t.co/HUjgdcnqvp
The 3-Month Treasury bill yield of 4.69% is now 1.32% higher than the 10-Year Treasury bond yield (3.37%). With data going back to 1962, only March 1980 (recession: Feb-Jul 1980)...
New year, new video, new bio. Excited to join @CPIWealth to continue helping investors on their path. A lot more to come, but let's start with the charts and themes that told the s...
The Fed's balance sheet hit its lowest level of the year last week, down $289 billion from its peak in April and $119 billion over the last 5 weeks. This is the largest 5-week decl...
2 years ago: 30-yr mortgage rate was 2.87% & average new home price in the US was $405k. Today: 30-yr mortgage rate is 6.02% & average new home price is $547k. Result: $28k incre...
With 99% of companies reported, S&P 500 GAAP earnings are down 12% year-over-year, the largest YoY decline we've seen since Q2 2020. $SPX https://t.co/HTbWc9nQiX
The median price to sales ratio in the Nasdaq 100 has moved back below 6x for the first time since May 2020. It peaked last November at 8.5x and is now lower than it was before the...