CharIie BileIIo.|.xrp
@clharliebilello
Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
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New video is up: 📈The Week in Charts - breaking down the most important charts and themes in markets... youtube.com/watch?v=ZCe_Wz…
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Easy Money Is Back | The Week in Charts (9/12/25) | Charlie Bilello |...
The U.S. Unemployment Rate just hit its highest level in nearly four years. And AI isn’t slowing down – it’s coming straight at this chart like a freight train.
Investing is a lifelong classroom. The wise never stop learning. The foolish think the lessons don’t apply to them.
US Federal Government Spending as % of GDP... 1950s: 17% 1960s: 18% 1970s: 21% 1980s: 22% 1990s: 21% 2000s: 20% 2010s: 23% 2020s: 27% Video: youtube.com/watch?v=YkHx_O…
The bond market is now pricing in 3 rate cuts by year-end and 3 more cuts in 2026. That would bring the Fed Funds Rate down to 2.86%. After a brief hiatus, easy money is back. Video: youtube.com/watch?v=rnZ0qn…
After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. @PeterMallouk and @charliebilello discuss the logic behind this imminent rate cut, the likelihood of a recession and the biggest risk for investors. youtu.be/rnZ0qnqJ6WU?si…
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Rate Cuts, Recessions, and Risk | Signal or Noise Ep 58 | Charlie...
What would $5k invested each year grow to by age 65 (assuming a 10% annual return)? Over $2 million if you start at age 25 but only $159k if you start at age 50. Your biggest investing edge isn’t stock picking. It’s time.
1. Stocks: all-time high 2. Home Prices: all-time high 3. Bitcoin: all-time high 4. Gold: all-time high 5. Money Supply: all-time high 6. National Debt: all-time high 7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target" 8. Fed: cutting interest rates next week
Every week I send a letter to tens of thousands of investors covering the most important charts and themes in markets. Join Here: bilello.blog/newsletter
Global Central Bank Update: -Peru cut rates for the 14th time in the cycle, 25 bps move down to 4.25%. -Russia cut rates for the 3rd straight meeting, 100 bps move down to 17%. bilello.blog/newsletter
Price Increases over last 5 years... CPI New Cars: +21.4% Family Health Insurance: +24.0% CPI Food at home: +24.8% CPI Used Cars: +26.7% CPI Shelter: +27.8% CPI Food away from home: +30.3% CPI Electricity: +38.6% CPI Gasoline: +41.9% CPI Transportation: +44.0% US Home Prices:…
Every week I break down the most important charts and themes in markets and investing. Subscribe to our YouTube channel HERE for all the latest content: youtube.com/channel/UCRoWR…
Including dividends, the S&P 500 has quadrupled over the last decade, up 300%. $SPX Video: youtube.com/watch?v=rnZ0qn…
Global Central Bank Update: -Turkey cut interest rates for the second straight meeting, 250 bps move down to 40.5%. bilello.blog/newsletter
The Interest Expense on US National Debt rose to a record $1.21 trillion in the last 12 months, more than doubling over the past 4 years. The US Government now spends more money on interest than it does on National Defense. Video: youtube.com/watch?v=YkHx_O…
The US collected a record $30 billion in customs duties in August 2025, which was more than 4x higher than the same month in 2024. Video: youtube.com/watch?v=Bbfdlc…
"If you're not willing to react with equanimity to a market price decline of 50% two or three times a century, you're not fit to be a common shareholder — and you deserve the mediocre result you are going to get." Charlie Munger
Rate Cuts, Recessions, and Risk. New ep of Signal or Noise w/ @PeterMallouk youtube.com/watch?v=rnZ0qn…
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Rate Cuts, Recessions, and Risk | Signal or Noise Ep 58 | Charlie...
I don't think the Fed or any government entity should be setting the price of money. That's a communist principle that I don't believe in. But that aside, no, I think that rates should actually be increased here because inflation is still the bigger problem and we never got close…
Overall US CPI moved up to 2.9% in August, the highest level since January. US Core CPI (ex-Food/Energy) moved up to 3.1%, the highest level since February. Despite rising inflation, the Fed is expected to cut rates by 25 bps next week and another 25 bps in October & December.
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