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The S&P 500 ends the year up 17.9%, exceeding nearly all expectations for the 3rd straight year (note: including dividends). $SPX bilello.blog/newsletter
Two important lessons I learned in 2025: - Discipline is the real flex. - The calmer you are, the clearer you think.
Gold (+60%) is the best performing major asset in 2025 while Bitcoin (-3%) is now the worst. Something we haven't seen before in any calendar year (the inverse of 2013). $GLD $BTC bilello.blog/newsletter
Something I try to remember: You're on the clock. Time is the one thing you’ll never get back. Not money. Not energy. Not opportunity. Time. Spend it with people you love. On work that feels meaningful. On a life you’re proud to live. Everything else is just noise.
The Godfather of AI Jensen and Nvidia hit $4 trillion market cap. AI Revolution and huge historical moment for US Tech sector 🏆🔥🐂🎯
Your entire life will change when you realize that fear feeds on inaction. The longer you wait to act, the stronger your fear becomes. When you take action, you starve fear of the oxygen it needs to survive. The answer is found in the action.
AI JUST OPENED THE RESTAURANT $NVDA designed the kitchen $TSM built the appliances $AVGO wired the place so data flows $CRWD guards the doors $SNOW preps & serves the ingredients $PLTR is the chef -- turning those ingredients into real decisions that drive the business
"People that report feeling energized by viewing morning sunlight are not living in placebo land. Viewing bright light in the 1-3hrs post waking has been shown to increase circulating cortisol by as much as 50%…" — @hubermanlab
“The person who carefully designs their daily routine goes further than the person that negotiates with themselves every day.” — @ShaneAParrish
"I'm not upset that you lied to me, I'm upset that from now on I can't believe you." – Friedrich Nietzsche
“I can buy anything I want, basically, but I can’t buy time. That’s the ultimate limited resource.” - Warren Buffett Video: youtu.be/RVigGUYFU64?si…
“If you're depressed, you're living in the past. If you're anxious, you're living in the future. If you're at peace, you're living in the present.” Lao Tzu
“It is human nature to overestimate risk and underestimate opportunity.” Jeff Bezos
“Don't speak negatively about yourself, even as a joke. Your body doesn't know the difference. Words are energy and cast spells, that's why it's called spelling. Change the way you speak about yourself and you can change your life. What you're not changing, you're also choosing.”…
"The most important decision you make is to be in a good mood." — Voltaire
From the @FT: “Wall Street banks have slashed their targets for the main US share gauge over the past fortnight.” #markets #stocks #Investing #investors
The @WSJ on "one of the wildest weeks in market history: "The biggest one-day rally since the financial crisis. The most volatile stretch since the Covid meltdown. A bond selloff that sent yields surging. A steep slide in the dollar. And rattled investors driving gold to new…
When @DivesTech speaks, Washington listens. More good news after a historic amount of negativity.
Finally the news US tech investors were dreaming of…chips/smartphones/computers exempt from tariffs. US Big Tech spoke and the White House made the right move at the right time. Massive relief for market and tech stocks into Sunday night 🏆👇🐂
United States Trends
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