Charlie Bilello

Chief Market Strategist @ Creative Planning

Investor | Writer | Reader | Thinker

Trying to become a little wiser every day.

[Charlie Bilello @charliebilello]

New video is up:

📈The Week in Charts - breaking down the most important charts and themes in markets...

https://t.co/85leZHcyR6

[Charlie Bilello @charliebilello]

New video is up:

📈The Week in Charts - breaking down the most important charts and themes in markets...

https://t.co/85leZHcyR6

[Charlie Bilello @charliebilello]

If you took a penalty kick in a World Cup match, do you think you would score?

[Charlie Bilello @charliebilello]

January 2025: "Don't worry about the $2 trillion deficit and the rising national debt. We are going to grow our way out of it with 5% Real GDP."

Today: "Wait till next year."

[Charlie Bilello @charliebilello]

The ratio of the US Stock Market’s Value to GDP (aka the “Buffett Indicator") has moved up to a new record high at 234%. That’s now more than 3 standard deviations above the long-term historical average.

[Charlie Bilello @charliebilello]

The Interest Expense on US Public Debt hit $1.35 trillion over the last 12 months, another record high. If it continues to increase at the current pace it will soon be the largest line item in the Federal budget, surpassing Social Security.

[Charlie Bilello @charliebilello]

Companies were quick to raise prices when tariffs increased their costs.

Now that tens of billions are being refunded, don’t hold your breath waiting for prices to come back down.

[Charlie Bilello @charliebilello]

2026 Fiscal Year to Date:

The Federal Government has taken in $4.15 trillion and spent $5.52 trillion.

Don't try this at home.

[Charlie Bilello @charliebilello]

41% of American men under 30 believe they could score on a penalty kick at the World Cup if given the chance.

Every couch has a world-class striker sitting on it.

[Charlie Bilello @charliebilello]

@jameslavish

[Charlie Bilello @charliebilello]

41% of American men under 30 believe they could score on a penalty kick at the World Cup if given the chance.

Every couch has a world-class striker sitting on it.

[Charlie Bilello @charliebilello]

S&P 500 earnings are now expected to increase by 24% this year. We've never seen earnings growth this high outside of post-recessionary rebounds. An unprecedented boom fueled by massive EPS gains in big tech.

Video: https://t.co/jBqhglK5jy

[Charlie Bilello @charliebilello]

US Housing: 9 of the 20 major cities saw prices fall over the past year and the overall YoY increase is at its lowest level in 3 years.

The most unaffordable housing market in history is cooling.

Video: https://t.co/xzXxS7b3BV

[Charlie Bilello @charliebilello]

US Rents were down 1.2% over the last year, the 37th consecutive month with a YoY decline. Renting a home is cheaper than paying a mortgage in all 50 of the largest metro areas in the US.

Video: https://t.co/xzXxS7b3BV

[Charlie Bilello @charliebilello]

@charleschengolf

[Charlie Bilello @charliebilello]

If you took a penalty kick in a World Cup match, do you think you would score?

[Charlie Bilello @charliebilello]

January 2025: "Don't worry about the $2 trillion deficit and the rising national debt. We are going to grow our way out of it with 5% Real GDP."

Today: "Wait till next year."

[Charlie Bilello @charliebilello]

Washington’s budget strategy:

Raise the debt ceiling.
Keep spending.
Run massive deficits.
Repeat.

Result: The national debt is up $3.2 trillion in one year.

[Peter Mallouk @PeterMallouk]

Warren Buffett said it best:
At the end of your life, true success won’t be measured by money - it will be measured by who loves you.