View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my live show with YCharts...

We hope this message finds you safe and sound, and healthy. Your well-being is always top of mind for us. Here’s a preview of what we’ll cover this week:  Macro: Trump aides ready tariff plans, Technical Studies, Animal Spirits, VCs vs PE: Who is...

Here’s a preview of what we’ll cover this week:  Macro: Initial Claims, Mag 7’s Dominance and S&P 500, Lumida Stocking Stuffers Stocks (Check-In), (Most) Investment Podcasts Are Bad For Your Investment Health Markets: The Great Rotation; Factor...

Here’s a preview of what we’ll cover this week:  Macro: Mega Cap Valuations Market: Tesla vs. Nvidia, Semiconductor CapEx Spend AI: Open AI new o3 model at $1K per task! Merry Christmas and Hanukkah! We’re excited to share a special surprise with...

Hello and Happy Holidays! We’re excited to share a special surprise with our loyal followers: a PDF guide, “15 Stocks for 2025,” handpicked by our experts at Lumida Wealth. This guide is our way of saying thank you and helping you...

View the video of this post on YouTube here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my recent live show...

Here’s a preview of what we’ll cover this week:  Macro: Trump on Tariffs, The Thump on put, Consumer Spending Resilience, Job finding rate drops sharply Markets: PHARMA & Healthcare, AI Dependency Dilemma AI: Open AI, AI Diagnosis Revolution...

View the video of this post here. As we approach the start of a new year, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. What’s included? A Portfolio Checkup (do you have a portfolio that...

Here’s a preview of what we’ll cover this week:  Macro: Rate cuts, Small Business Optimism Index Market: Healthcare, The State of Venture Capital, A Rotation from Growth Back to Value, Momentum, Data Center Power Needs, Tech on Tech Violence,...

View the video of this post here. Join me for a big year end show with YCharts tomorrow (December 11 @ 2pm EST) covering my most important investing rules and what to expect in 2025. Register HERE to reserve your spot (if you can’t attend live, sign up...