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The Week in Charts (4/14/25)
Charlie Bilello Charlie Bilello
View the video of this post here. In times of market uncertainty, staying informed and focused is more important than ever. At Creative Planning, we’re here to help you navigate today’s volatility with clarity, confidence, and a plan that aligns with...
4 days ago
5 MIN READ
The End Of U.S. Exceptionalism?
The End Of U.S. Exceptionalism?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Disinflation is intact, but the setup is shifting. Tariffs, deficits, and Fed inertia are tightening financial conditions beneath the surface. Market: Markets are bouncing off oversold levels....
5 days ago
21 MIN READ
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The Week in Charts (4/6/25)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. Spend less time researching and more time advising with YCharts’ new AI Chat, built specifically for financial professionals. Instantly access key financial data, SEC filings,...
2 weeks ago
4 MIN READ
Liquidation day or Liberation Day?
Liquidation day or Liberation Day?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Nike and Vietnam: A Case Study, Powell Isn’t Budging, Retail Investors vs. Professional Investors Market: The End of the Safe Haven Trades AI: Amazon Scales Up AI Infrastructure, Meta Commits $1B to...
2 weeks ago
19 MIN READ
It’s Psychology All the Way Down; Wither Trump Put?
It’s Psychology All the Way Down; Wither Trump Put?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: It’s Psychology All the Way Down, Trade Uncertainty Effect, Trade Imbalance Illusion, Tariffs Trickle Into CPI, Tariff Talk Misses the Real Math, Oil Execs Sound the Alarm, Soft Data vs. Hard...
3 weeks ago
22 MIN READ
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The Ultimate Guide to Home Price Appreciation
Charlie Bilello Charlie Bilello
View the video of this post here. 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...
3 weeks ago
6 MIN READ
Rowing, Not Sailing: Navigating Markets in Transition
Rowing, Not Sailing: Navigating Markets in Transition
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Resilient Consumer Spending, Investor Sentiment Collapse, Tether’s Treasury Surge, Is Tariff Inflation Transitionary?, GWIM Cash Allocation Market: Sailing vs Rowing, CLO Equity Mispricing, Value...
4 weeks ago
30 MIN READ
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The Price of Admission
Charlie Bilello Charlie Bilello
View the video of this post here. When investors think about risk, it’s the extremes that immediately come to mind… 1929 (Great Depression) 1974 (Energy Crisis) 1987 (Black Monday Crash) 2000 (Dot-Com Bubble) 2008 (Financial Crisis) 2020 (Pandemic Crash)...
1 month ago
7 MIN READ
Is the DataCenter theme dead? Are we there yet?
Is the DataCenter theme dead? Are we there yet?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Inflation Pressures, Tariffs Impact  Market: Fast Corrections Are Bullish, International Markets Outrun Us Markets, Hedge Funds Are Buying Us Equities, Oracle Q3 Earning Highlights, Tsla Vs Nvda...
1 month ago
18 MIN READ
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The Week in Charts (3/11/25)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. Big changes are coming for advisors. If your investment research and analytics platform is being phased out, you can either get pushed into a system that doesn’t fit your workflow...
1 month ago
6 MIN READ