Charlie Bilello
@charliebilello
Chief Market Strategist @ Creative Planning
Investor | Writer | Reader | Thinker
Trying to become a little wiser every day.
142 Following 866.3K Followers
The S&P 500 has never been more concentrated in just two stocks than it is today with Nvidia and Apple representing over 15% of the index.
Death, Taxes, and Printing Money...
Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.
US Diesel prices hit another record high today at $6.53/gallon, up 74% since the Iran war began.
The damage from skyrocketing diesel prices won’t stop at the pump.
Higher freight, farming & shipping costs will ripple through the entire economy, raising consumer prices on almost everything.
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US Diesel prices hit another record high today at $6.53/gallon, up 74% since the Iran war began.
The damage from skyrocketing diesel prices won’t stop at the pump.
Higher freight, farming & shipping costs will ripple through the entire economy, raising consumer prices on almost everything.
Show more
Global Central Bank Update:
-South Africa hiked rates for the second time this year, 25 bps move up to 7.25%.
Start of 2026: markets were pricing in 2 Fed rate CUTS.
Last week: Fed HIKED rates 25 bps.
Today: markets are pricing in at least 1 more rate HIKE before year-end.
Trump wanted a dovish Warsh and lower interest rates. Instead, he got a hawk.
Video:
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The Moment of Truth (The Week in Charts)...
The US Money Supply grew 5.7% over the last year, the biggest YoY increase since June 2022.
After a brief hiatus, money printing is back.
The 30-Year Mortgage Rate today seems really high until you take a bigger picture view.
Start of 2026: markets were pricing in 2 Fed rate CUTS.
Last week: Fed HIKED rates 25 bps.
Today: markets are pricing in at least 1 more rate HIKE before year-end.
Trump wanted a dovish Warsh and lower interest rates. Instead, he got a hawk.
Video:
Show more
Are you ready to have your mind blown?
Since 1982, money invested after a Fed rate HIKE has actually outperformed money invested after a Fed rate CUT. 🤯🤯🤯
The US Money Supply grew 5.7% over the last year, the biggest YoY increase since June 2022.
After a brief hiatus, money printing is back.
The Moment of Truth (The Week in Charts)...
The US unemployment Rate has now been below 5% for 60 months, the 2nd longest streak in history, trailing only the 64-month streak that began in the mid-1960s.
Video:
🚨 Housing Affordability Crisis 🚨
To afford the median-priced home in the US today, you now need an income of $126,000 - a record high.
The actual median household income? $86,000.
That’s a 47% gap, near the highest on record.
Video:
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🚨 Housing Affordability Crisis 🚨
To afford the median-priced home in the US today, you now need an income of $126,000 - a record high.
The actual median household income? $86,000.
That’s a 47% gap, near the highest on record.
Video:
Show more
The US unemployment Rate has now been below 5% for 60 months, the 2nd longest streak in history, trailing only the 64-month streak that began in the mid-1960s.
Video:
Global Central Bank Update:
-The Bank of Japan hiked rates for the 6th time in the cycle with a 25 bps increase to 1.25%. This is their highest policy rate since 1995 but they remain far behind the curve.
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