Charlie Bilello | TalkMarkets | Page 14
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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When Bond Kings Short Emerging Market Equities
Over the past five years (through February), while the S&P 500 has nearly doubled (+98.4%), the MSCI Emerging Markets Index is down 6.6%.
Leverage For The Long Run
The tremendous wealth generation from stocks over this period, averaging over 9% annualized returns, makes a buy and hold strategy of the S&P 500 extremely difficult to beat.
Recession Odds And Soothsayers
With the financial markets in “turmoil” in early 2016, the most common question asked of economic forecasters: “is the U.S. economy heading into another recession?”
Should U.S. Investors Look Abroad?
Because U.S. equities have, to put it mildly, been trouncing their global peers.
The Hedge Fund Myth
Since the start of 2005 (10+ years), the HFRX Global Hedge Fund Index and HFRX Equity Hedge Index (two investable indices widely used as benchmarks in the industry) have posted negative returns (-1% and -6.4% respectively).
Should Investors Fear New 52-Week Lows?
For only the 3rd time since March 2009, the S&P 500 closed last week at a new 52-week low. Naturally, the chatter among so-called “traders” was that this was an ominous sell signal.
The Easy Money Game Has Changed
Why you should hope the Fed hikes again in 2016?
Silver Linings Playbook
The S&P 500 has declined 15%, the Russell 2000 is down 26%, and high yield credit spreads are at their widest levels since October 2011. Sentiment has shifted 180 degrees.
The Market Is Always Right?
"The Market is always right." One of the most popular sayings in markets and also one of the most dangerous for investors. Why? Because the “market” can be very, very wrong – often at the worst possible time.
Investor Cage Match: Gold Bugs Vs. Equity Bulls
It’s a battle as old as markets. Which is the better investment: gold or stocks? Gold Bugs and Equity Bulls are equally fervent about their investment of choice, often with complete disdain and contempt for the other side.
Do Stocks Need A Bull Market In Commodities?
Commodities are up, stocks are up. Commodities are down, stocks are down. This has been the story of 2016 thus far with a remarkably high correlation of .96 between the S&P 500 and the CRB Commodity Index over the past 20 trading days.
Sentiment And The Holy Grail
The risk/reward and odds of higher S&P 500 returns are better today with the S&P 500 at a recent low of 1812 than when bullishness was rampant last year at the all-time high of 2134.
Why You Own Bonds
With the S&P 500 down 8% on the year, bonds once again are proving their place in a diversified portfolio, with the Barclays Aggregate Bond Index up close to 1%.
The Worst Start In History
2016 has started off with a bang. After the first four days of trading, the S&P 500 Index is down 4.9%. This is the worst start in history going back to 1928.
2015: The Year In Charts
This article contains charts and themes that tell the story of 2015.
When To Fear High Yield
In recent weeks, high yield bonds have traded lower and their spreads versus risk-free Treasury bonds have widened to their highest levels since 2011.
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