Charlie Bilello | TalkMarkets | Page 19
Founder and CEO of Compound Capital Advisors
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Charles Bilello, is the Founder and CEO of Compound Capital Advisors. Sharing ideas that compound over time. Prior to that, Mr. Bilello was the Director of Research at Pension Partners, where is he was responsible for strategy development, investment research and communicating the firm’s ...more

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A Tale Of Two Markets, Two Economies
If you’re looking only at large-cap U.S. stocks, it is the best of times, the age of wisdom, the spring of hope. New all-time highs are more frequent this year than any since 1929.
Are Investors Beginning To Shun Social Media?
Social Media has lagged the broader indices by a considerable margin in 2014 and the Social Media ETF (SOCL) is now down over -13% this year.
Whistling Past The Russian Graveyard
The Ruble is collapsing, hitting new all-time lows against the U.S. Dollar.
Investors Go All-In On Stocks
Most of the time sentiment data is just noise that should be ignored because it is not telling you anything. This is not one of those times.
The Santa Rally: Separating Fact From Fiction
The real surprise will be if Santa doesn’t come this year, which some suggest is a negative signal for markets (as we last saw in 2007 heading into 2008).
The Race To 0%: Plunging Yields Across The Globe
If you believe that short-term stock market prices are the economy, then stepping away from the stock market, is a good thing.
Is Energy In A Secular Decline?
Energy is the worst performing sector in the S&P 500 this year and has come under increasing pressure over the past few months as the price of Crude has plummeted to $75 a barrel.
Is Defensive Sector Leadership Forecasting Slower Growth?
Utilities and Health Care. These are the top two sectors in the S&P 500 this year, which may come as a surprise to many as we’re being told that economic growth is set to accelerate.
Easy Money, Slower Growth: The Growing Disconnect Between Stock Markets And Economies
Promises of additional monetary easing measures seem to arrive on a weekly basis, providing a boost to share prices globally as investors are encouraged to take on more risk. At the same time, we’re seeing increasing signs of a global slowdown.
Are Junk Bonds Sending A Warning Signal?
Over the past month, we have seen a rip-roaring, v-shaped rally to new all-time highs in the large-cap U.S. equity indices.
Sell Low, Buy High: Individual Investors Love Stocks Again
With markets hitting new highs daily and volatility near historic lows, individual investors are just about as bullish on the future prospects of stocks as they’ve ever been.
Is The Fed Targeting Another Bubble?
The U.S. economy added 214,000 jobs last month. This was the 48th consecutive month of payroll gains, the longest streak of positive payrolls in history.
Sentiment Vs. Momentum Into Year-End
‘Tis the season where investors tend to chase the first 10 months' returns into year end.
Are Risk Factors In Individual Stocks Starting To Matter Again?
For much of the past few years, U.S. stocks have shrugged off a countless number of risk factors that would normally impact their share prices in an adverse fashion. Here are some examples of how that might be changing.
Free Falling: Is A Crashing Yen Really Bullish For All
The Yen is crashing again. This is extremely bullish, we are told, because of a novel economic theory that has taken hold.
The End Of QE And The Return Of Risk Management
Risk management has become a four letter word. It has been more than two years since the S&P 500 Index has suffered a correction greater than 10% in what has become the longest uptrend in the history of markets.
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