View the video of this post here. The 2024 Presidential Election is finally here. If it’s anything like the last few elections, many investors will use this as a reason to make big changes to their investments. Historically, has mixing politics and...

View the video of this post here. As we approach year end, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. We work with clients in all 50 states and abroad, with over $325 billion in assets...

Welcome back to the Lumida Ledger. If you find this valuable, we’d greatly appreciate you sharing it far & wide with your network. That’s how we grow and keep the content free to read. Here’s a preview of what we cover this week: Macro:...

“Why should I own anything other than the S&P 500?” This is the most common question investors are asking entering 2025. Why are they asking it? Because over the last decade, the S&P 500 has outpaced every other major asset class by a wide...

Q3 earnings season for cloud businesses is now behind us. The 63 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between October 25th – December 7th. In this post,...

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...

View the video of this post here. Get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states...

View the video of this post here. This week’s post is sponsored by YCharts. Is the AI boom a bubble… or the early innings of a supercycle? Join me and YCharts for a live show on December 4th breaking down how today’s boom compares to past cycles like...

Today’s Animal Spirits is brought to you by Halo Investing:See here for more information on investing with Halo.We had Jason Barsema back on the show to give us an update on investing in structured notes.On today’s show, we discuss:Investing in...

The #1 story stock of the 1990s dot-com boom was Cisco Systems ($CSCO). The #1 story stock of the AI boom today is Nvidia ($NVDA). Here’s a look at how the last 5 years for Nvidia compares to Cisco’s incredible 5-year run that ended in March 2000:...