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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)...
6 days 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 week 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...
2 weeks ago
6 MIN READ
Was this a Capitalution?, EuroZone & Smart Advertising
Was this a Capitalution?, EuroZone & Smart Advertising
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Was this a Capitulation?, Growth Slowdown? Non-farm payrolls, Gold Adjusted Q1 GDP Market: Positioning, Bubble in quality, Twitter Momentum, A tradable bottom?, Eurozone, Nasdaq’s...
2 weeks ago
19 MIN READ
Fear of a Slowdown, CoreWeave IPO Soon?
Fear of a Slowdown, CoreWeave IPO Soon?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Fear of a Slowdown, Fed Reverse Upside Down, Tariff Endgame and Post-Election Weakness, Bezos: Liberty – Press Advocacy, Argentina’s Economic Surge, Housing Unfreeze Ahead?  Market: Sector...
3 weeks ago
14 MIN READ
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The Week in Charts (2/28/25)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. “Sell in May and go away.” “Timing the market is the key to success.” “Now is the wrong time to invest.” We hear these classic investing myths all the time and many believe...
3 weeks ago
7 MIN READ
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The Week in Charts (2/19/25)
Charlie Bilello Charlie Bilello
View the video of this post here. Tax season is here and at Creative Planning we have over 300 CPAs to help minimize your tax burden while working with our wealth managers to maximize your potential returns. Reach out today for FREE Wealth Path...
1 month ago
4 MIN READ
All-time highs; Semiconductors; AI Bets
All-time highs; Semiconductors; AI Bets
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Tariffs Incoming – April 2nd , Inflation Expectations, Chips Act   Market: Investment Philosophy, Investing in Social, META & 13F, Consensus Trap, Earning Estimates Slashed, ...
1 month ago
13 MIN READ
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The State of the Markets (February 2025)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. “Sell in May and go away.” “Timing the market is the key to success.” “Now is the wrong time to invest.” We hear these classic investing myths all the time and many believe...
1 month ago
8 MIN READ