Charlie Bilello | TalkMarkets | Page 7
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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Will The Fed Get To 3% Before The Cycle Turns?
The Federal Reserve is currently forecasting a “longer-term” Fed Funds Rate of 3.0%. Will they get there before the end of the current expansion?
Markets Don’t Crash From All-Time Highs
“Markets don’t crash from all-time highs.” This old saying is making the rounds again. Why? The Dow just closed at an all-time high for the 8th consecutive trading day and 34th time in 2017.
The Best Of Times
The financial markets have become a tale of one city, a utopia in which the streets are paved with risk-free reward.
Irrational Optimism
The homebuilder/consumer/housing/manufacturing surveys seem to be slowly coming back to reality.
Innovate Or Die
Netflix’s rapid ascent in recent years seems easy and inevitable in hindsight, but in truth it was anything but. There were many struggles along the way and many more doubters than believers.
Fast Food, Slow Thinking
Over the past 2 years, McDonald’s stock is up over 70% while Chipotle’s is down 38%. Was this expected to happen? Not exactly.
Should Investors Fear Rising National Debt?
U.S. National Debt continues to rise and many investors are afraid. This fear is nothing new; it has been around for decades. Is it rational for equity investors to fear rising debt levels?
Will There Ever Be Another Correction?
It’s been more than a year since the S&P 500 declined as much as 5% from a prior high. That’s quite a long time, now the 5th longest period without a correction in history.
Tall Tales And Transports
One of the tallest of tall tales in markets is the myth of all-powerful Transports. When Transportation stocks are hitting new highs, as they are today, all is said to be well in the world.
What Happens When The Nasdaq 100 Lags?
Over the past month, the Nasdaq 100 ETF (QQQ) is down 3.7% while the S&P 500 (SPY​) is up 0.01%.
Picking Up Nickels
Short volatility traders have been picking up the equivalent of industrial-sized garbage bags filled with $100 bills. In shorting equity volatility – via ETFs, futures, or options – they have been earning what seems like a risk-free reward.
What Happens When A Long Uptrend Ends?
The Nasdaq 100 ETF is in the midst of its longest uptrend in history: 138 consecutive trading days above its 50-day moving average.
Is This 1929 Or 1997?
The CAPE Ratio or “Shiller PE” just crossed above 30. In layman’s terms, what does that mean? Stock valuations in the U.S. are high. How high?
From Silver Linings To Gray Skies
After the Fed hike and announcement of future plans for a balance sheet reduction, the S&P 500 finished down only 2 points. The Dow hit a new all-time high. The Volatility Index remained at one of its lowest levels in history (10.64).
Gold Miner Myths
That’s not to say that you should never own Gold Miners, but your reasons for owning them should ideally be based on something more than a myth.
As Good As It Gets?
Eight years have now passed since the expansion began in June 2009. Each June since has been increasingly challenging for investors to hold on. As good as it gets? Maybe. But that doesn’t mean it’s easy.
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