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The Week in Charts (5/14/25)
Charlie Bilello Charlie Bilello
View the video of this post here. At Creative Planning, we help you make smarter decisions with your money—so you can live life on your own terms. As one of the largest independent financial advisory firms in the U.S., we offer truly comprehensive...
5 days ago
5 MIN READ
The China Detente; Google
The China Detente; Google
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Happy Mother’s Day, First things first, Performance Chase Dynamics, Tariff Hike Outlook, Taxing the Rich Markets: Earnings Season Highlights AI: AI Buildout Boom Happy Mother’s Day! Invest your time...
1 week ago
11 MIN READ
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The Week in Charts (5/6/25)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. How do you know if a portfolio truly fits the level of risk a client is comfortable with? It’s one of the toughest questions in investing, and one of the most important when...
2 weeks ago
7 MIN READ
The Datacenter Theme Strike Back: Revenge of the Racks
The Datacenter Theme Strike Back: Revenge of the Racks
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Olivon Advisors Conference, Bits + Bips: Why It’s Time to Be More Bullish on Bitcoin, Soft vs. Hard Data: A Tug of War, Current Vs. Future Conditions, Speaking of buying the dip, DOGE Cuts Less...
2 weeks ago
17 MIN READ
Trump’s First 100 Days
Trump’s First 100 Days
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: The Problem of Central Banking, Early Signs of Soft Survey Data Impacting Hard Data, Why oil prices are down, and gas prices are up? Leading Indicators: Container Traffic, Onlyfans VS Miniskirt...
3 weeks ago
18 MIN READ
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The Week in Charts (4/21/25)
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,...
4 weeks ago
5 MIN READ
Trade Deficit Delusions and US Dollar Drama
Trade Deficit Delusions and US Dollar Drama
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Uncertainty on tariff resolution, FED’s independence in question, and liquidity risk are shaping a new uncertainty premium Market: Stagflation pressure is rising, and with thin liquidity, a...
4 weeks ago
24 MIN READ
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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...
1 month 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....
1 month 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,...
1 month ago
4 MIN READ