Charlie Bilello
@charliebilello
Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
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Are We in an AI Bubble? Ep 62 of Signal or Noise w/ @PeterMallouk youtube.com/watch?v=rmE67Y…
youtube.com
YouTube
Are We in an AI Bubble? | Signal or Noise Ep 62 | Charlie Bilello |...
Are We in an AI Bubble? Ep 62 of Signal or Noise w/ @PeterMallouk youtube.com/watch?v=rmE67Y…
youtube.com
YouTube
Are We in an AI Bubble? | Signal or Noise Ep 62 | Charlie Bilello |...
Global Central Bank Update: -Poland cut rates for the 5th time this year, 25 bps move down to 4.25%. bilello.blog/newsletter
Total amount wagered on sports in the US... 2024: $148.7 billion 2023: $121.1 billion 2022: $93.7 billion 2021: $57.5 billion 2020: $21.5 billion 2019: $13.1 billion 2018: $6.6 billion
Americans bet over $148 billion on sports last year, which is more than they spent on movies, books, concerts and sports tickets - combined.
Presidents change. Parties change. Policies change. But the printing press just keeps on running. That’s why inflation never sleeps.
With 70% of companies reported, S&P 500 operating earnings are up 19% YoY, the 11th straight positive quarter and highest growth rate since Q4 2021. $SPX Video: youtube.com/watch?v=iXdUaX…
It's official: this is now the longest US government shutdown in history at 36 days and counting...
The top 10 holdings in the S&P 500 now make up over 40% of the index, the highest concentration on record. Video: youtube.com/watch?v=iXdUaX…
YoY % Change in Home Prices (via Zillow)... Miami: -3.0% Jacksonville: -4.3% Orlando: -4.5% Port Saint Lucie: -4.7% Tampa: -5.2% Fort Lauderdale: -5.2% West Palm Beach: -5.9% Key West: -6.8% Naples: -7.8% Sarasota: -9.6% St Petersburg: -9.8% Cape Coral: -10.3% Fort Myers: -11.8%
Active Managers are leveraged long equities (>100% exposure) for the first time since July 2024. Back then, we saw a 10% correction in the S&P 500. $SPX Video: youtube.com/watch?v=iXdUaX…
Americans bet over $148 billion on sports last year, which is more than they spent on movies, books, concerts and sports tickets - combined.
Crazy stat: 72% of all US data-center capacity is sitting in just 1% of counties.
Last 10 Years NVIDIA $NVDA: +29,770% Bitcoin $BTC: +25,855% $AMD: +11,288% Tesla $TSLA: +3,272% Microsoft $MSFT: +996% Netflix $NFLX: +902% Apple $AAPL: +878% Amazon $AMZN: +714% Google $GOOGL: +663% Meta $META: +526% S&P 500 $SPY: +283% Gold $GLD: +245% US Inflation (CPI): +36%
The % of Bears in the Investors Intelligence sentiment index has moved down to 13.5%, below 98% of historical readings and the lowest level since January 2018. What followed that? A 10% correction and a down year for the S&P 500. $SPX Video: youtube.com/watch?v=iXdUaX…
US Rents were down 0.9% over the last year, the 29th consecutive month with a YoY decline. Renting a home is cheaper than paying a mortgage in all 50 of the largest metros in the US. Video: youtube.com/watch?v=iXdUaX…
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