Charlie Bilello | TalkMarkets | Page 11
Founder and CEO of Compound Capital Advisors
Contributor's Links: Compound Capital Advisors
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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2016: The Year In Charts
These are the charts and themes that tell the story of 2016…from the one of the worst stock market starts in January to riding high by the end of the year.
How Diversification Became A Four-Letter Word
Your clients may not remember the last time when the S&P 500 had a down year or care to learn about historical drawdowns, but it is your job to remind them. There is no such thing as a risk-free reward. Diversification is not dead.
The Single Best Predictor Of Bond Returns
What are you expecting from the bond portion of your portfolio over the next five years? 5%? 6%? 7%? These would all have been reasonable expectations in the past, but past is not prologue, especially when it comes to investing.
New Highs, New Lows, New Noise
In December we have seen a spike in new 52-week highs and many pundits telling you that is the most wonderful thing since sliced bread.
From 0 To 1 Or From 1 To N?
Where is the asset management industry headed? From 0 to 1 or from 1 to n? If we’re being honest, the answer is clear. It’s going from 1 to n and has been for some time now.
7-Year Forecasts
Seven years ago, one of the largest and most respected investment managers, GMO, presented their widely-followed 7-year asset class return forecasts.
10,000 Hours Or 10 Minutes: What Does It Take To Be A “World-Class” Investor?
10,000 hours of “deliberate practice.” That is the key to achieving “world-class” expertise in any field.
Manias, Panics, And All-Time Highs
All-time highs generate many emotions that run contrary to reality.
Just How Bullish Is Small Cap Strength?
The percentage of positive forward returns following periods of Small Cap outperformance is lower than periods of Large Cap outperformance in nearly all time periods.
The Metal That Failed Economics
What about the U.S. economy? Is Copper a better signal there?
Dead Cat Bounces And Armchair Contrarians
What has happened since Monday? The S&P 500 has continued to move higher, with no word from the armchair contrarians that were telling you to “fade it” on Monday.
Interesting Vs. Actionable
Records are made to be broken. We saw that in spades last week. For the first time in history, the S&P 500 declined 9 days in a row while the Volatility Index rose for 9 straight days.
Great Expectations
Since 2005, the S&P 500 is up 129% versus a gain of 4.7% for the HFRX Global Hedge Fund Index and a gain of 0.1% for the HFRX Equity Hedge Index.
Demographics And Destiny
Can you imagine a world in which population growth is flat? How about negative?
What Happens When Gold Is Oversold?
Not a day goes by without a multitude of extreme predictions on where the yellow metal is going. After Gold has had a sharp rally or sell-off, they intensify as emotions run wild.
The 3 Most Important Questions In Investing
What do you own? Why do you own it? How long do you plan on holding it for? So simple, it seems, but there are many investors who cannot answer these three most basic questions.
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