Charlie Bilello
@charliebilello
Chief Market Strategist @ Creative Planning
Investor | Writer | Reader | Thinker
Trying to become a little wiser every day.
144 Following 874.2K Followers
Death, Taxes, and Printing Money...
Global Central Bank Update:
-Canada hiked rates for the first time since 2023, 25 bps move up to 2.50%.
The Biggest Myths in Markets...
Long-term investing is like watching a horror movie.
Just when you think the danger has passed, another scare is lurking around the corner.
Market corrections, crashes, and crises are inevitable. You never know when the next one will strike.
But history tells us that those who stay in their seats through the scary parts are rewarded in the end.
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New video is up:
📈The Week in Charts - breaking down the most important charts and themes in markets...
The US Money Supply grew 5.7% over the last year, the biggest YoY increase since May 2022.
After a brief hiatus, money printing is back.
Death, Taxes, and Printing Money...
The difference between average and exceptional usually isn't talent.
It's discipline, drive, resilience, and attitude.
All things within your control.
Only two of the Mag 7 stocks are outperforming the market this year:
Apple and Nvidia.
What do they have in common?
They rank #1# and #2# in free cash flow.
Investors are rewarding cash generation and growing more skeptical of massive AI spending with uncertain future returns.
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Tomorrow's News Today...
BREAKING: NO CHANGE. THE FED HOLDS INTEREST RATES STEADY AT 3.75-4.00% BUT SIGNALS ANOTHER RATE HIKE IN DECEMBER.
New video is up:
📈The Week in Charts - breaking down the most important charts and themes in markets...
New video is up:
📈The Week in Charts - breaking down the most important charts and themes in markets...
Tomorrow's News Today...
BREAKING: NO CHANGE. THE FED HOLDS INTEREST RATES STEADY AT 3.75-4.00% BUT SIGNALS ANOTHER RATE HIKE IN DECEMBER.
Tariffs were supposed to shrink the trade deficit.
But instead, the deficit was 8% larger over the last 20 months than the 20 months prior. And American consumers are paying higher prices.
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Anthropic S-1:
-Revenues in first half of 2026: $16.3 billion, up 1,300% YoY
-Operating Expenses in first half: $17.0 billion, up 415% YoY
-Net Income in first half: -$80.8 billion vs. -13.0 billion a year ago (mostly due to noncash accounting charges related to convertible notes and financing agreements)
-Adjusted Net Income in first half: $2.7 billion vs. -$1.7 billion in 1H 2025
-Cash & Cash Equivalents: $112.4 billion
-Short-term Investments: $19.3 billion
$ANT
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"It is a way to take people's wealth from them without having to openly raise taxes. Inflation is the most universal tax of all." - Thomas Sowell
Video:
Only two of the Mag 7 stocks are outperforming the market this year:
Apple and Nvidia.
What do they have in common?
They rank #1# and #2# in free cash flow.
Investors are rewarding cash generation and growing more skeptical of massive AI spending with uncertain future returns.
Show more
The most important indicator for the health of the real economy is how wage growth compares to inflation.
For the first time since 2023 we're seeing prices in the US rise faster than wages, a decline in prosperity for the American worker.
Video:
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US homebuilder confidence has plunged to its lowest level since 2012.
A record 43% of builders are cutting prices and 65% are offering incentives (19th straight month above 60%).
The problem? Buyers simply can't afford the homes being built.
Video:
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Pending home sales in the US have moved down to their lowest level on record, falling below the prior low from April 2020 (a month where much of US economy was shut down). The housing market is essentially frozen.
Video:
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