Charlie Bilello @charliebilello
Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day. creativeplanning.com/charlie Joined May 2013-
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New: Signal or Noise Ep 24 🚦📣 Facing Your Biggest Retirement Fears... w/ @PeterMallouk youtube.com/watch?v=1XBryw…
The Fed's preferred measure of inflation (Core PCE) remained at 2.8% in March, above expectations for a decline to 2.7%. Overall PCE rose to 2.7% (expectations: 2.6%), highest reading since last October. Any remaining chance of June rate cut is gone after this report.
Market expectations for Fed Funds Rate: -May 1, 2024: Hold -June 12, 2024: Hold -July 31, 2024: Hold -Sep 18, 2024: 25 bps cut to 5.00-5.25% -Nov 7, 2024: Hold -Dec 18, 2024: Hold
Google Revenues (Billions)... 2024 (est): 344 2023: 307 2022: 283 2021: 258 2020: 183 2019: 162 2018: 137 2017: 111 2016: 90 2015: 75 2014: 66 2013: 56 2012: 46 2011: 38 2010: 29 2009: 24 2008: 22 2007: 17 2006: 11 2005: 6.1 2004: 3.2* (IPO: Aug 2004) 2003: 1.5 2002: 0.4 $GOOGL
Microsoft's revenues increased 17% over the last year to a new 1st quarter high of $61.9 billion. Net income grew 20% YoY to $21.9 billion (2nd highest quarter ever). Operating profit margins moved up to 45% from 42% a year ago. $MSFT
Google's revenues increased 15% over the last year to a new 1st Q high of $80.5 billion. Net income increased 57% YoY to a record $23.7 billion. Operating margins moved up to 32% from 25% a year ago. Also approved 1st quarterly dividend ($0.20) & $70 billion for buybacks. $GOOGL
US gas prices have increased 18% so far this year, moving up to their highest level since last October ($3.79/gallon national average).
The US economy has now been in an expansion for 48 months (4 years) with annualized real GDP growth of 4.6% over that time.
The 30-Year Mortgage Rate in the US moved up to 7.17% this week, highest since last November. 3 years ago the mortgage rate was below 3%.
The 30-Year Mortgage Rate in the US moved up to 7.17% this week, highest since last November. 3 years ago the mortgage rate was below 3%. https://t.co/E0YpmOoEsU
Monthly mortgage payment needed to buy the median priced home for sale in the US... April 2020: $1,480 April 2021: $1,690 April 2022: $2,400 April 2023: $2,550 April 2024: $2,840 (record high) That's a 92% increase over the last 4 years.
Meta's Reality Labs, Operating Loss (Billions) Q1 2024: -$3.8 Q4 2023: -$4.6 Q3 2023: -$3.7 Q2 2023: -$3.7 Q1 2023: -$4.0 Q4 2022: -$4.3 Q3 2022: -$3.7 Q2 2022: -$2.8 Q1 2022: -$3.0 Q4 2021: -$3.3 Q3 2021: -$2.6 Q2 2021: -$2.4 Q1 2021: -$1.8 Q4 2020: -$2.1 Total Loss (Q4 2020 -…
"Having loads of liquidity lets us sleep well. Moreover, during the episodes of financial chaos that occasionally erupt in our economy, we will be equipped both financially and emotionally to play offense while others scramble for survival.” - Warren Buffett
Meta reported a 27% increase in revenues (highest YoY growth rate since 2021), a 117% increase in net income, and operating margins of 38% (up from 25% a year ago). Meanwhile, the stock was down 15% in after hours trading. Expectations are everything in markets. $META
"You have to be wildly optimistic to believe that corporate profits as a percent of GDP can, for any sustained period, hold much above 6%." - Warren Buffett, 1999
Meta revenues increased 27% over the last year, its highest growth rate since Q3 2021. Net income increased 117% YoY to $12 billion. Operating margins increased to 38% from 25% a year ago. Headcount down 10% YoY to 69k employees. $META
Jim Bianco @biancoresearch
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116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.Ryan Detrick, CMT @RyanDetrick
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5.1M Followers 72 FollowingPatrick Bet-David @patrickbetdavid
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12K Followers 2K Following Chartered Market Technician. MBA. Portfolio Manager. PIMP Award Winner. Views are my own. This is not investment advice.Joe Rogan @joerogan
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38K Followers 7K Following Enabling smarter investment decisions & better client communications. Email: [email protected] Free trial: https://t.co/2GGVDn72Fm #YChartsJack Poso 🇺🇸 @JackPosobiec
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2.8M Followers 635 Following Theocratic fascist, bestselling children’s author, America’s highest legal authorityMorgan Freeman is awesome
Morgan Freeman: "I'm a huge fan of Elon Musk. I think he's got the most incredibly forward-thinking ideas about where we can go technologically. What he's done, nobody else has ever done." @morgan_freeman @elonmusk
How many times have you been unhappy with the political party in control of the government? I'm guessing a lot, based on the persistently low approval ratings. But hating the government is NOT an investment strategy. Regardless of which party is in control, the market tends to go…
After 162 days above the 50-day moving average, the S&P 500 saw a pullback. @charliebilello breaks down what this market drop could mean for investors and much more on the latest episode of The Week in Charts. youtube.com/watch?v=eZez0D…
If you vote to send our money abroad while waving a foreign flag, you’ll be called an American patriot. If you vote to keep our money at home to fund domestic priorities like the border, you’ll be called a foreign agent. Bizarro world.
We Don’t Have To Pass This Bill Tell Your Senators To Vote “No!” #KillTheBill
@charliebilello I watch "The Week in Charts" every weekend. Great contents. 👍🏻
Calmness is a human superpower. The ability to not make everything about you and to walk away from unnecessary battles keeps your heart, mind and soul at peace.
When will this madness stop?
The moment of this alleged child rapist’s arrest while we were with ICE Boston. He was their fourth alleged child rapist arrest of the morning. All had been released by local jurisdictions who refused to cooperate with ICE.
More than the population of 36 states in just over 3 years! I am very much in favor of legal immigration, being an immigrant myself, but allowing a flood of millions of unvetted people to enter the United States illegally is insane.
7.2 MILLION That’s how many illegals have entered the United States under the Biden Administration— more than the population of 36 states. Over 1,000 of them took over NYC City Hall Park here to protest being sent to shelters and they are demanding permanent housing.
Every chapter moves faster than the one before it, and there are no guarantees any of us get to experience the entire story. Every day is a gift.
Why are taxpayers subsidizing this organization?
NPR's new CEO is just as insane as you'd expect her to be
@VivekGRamaswamy It should be registered as a lobbying firm!
Hello sir: I phoned my agents immediately after seeing this and reiterated my desire to make this a priority. My understanding is that we're working out timing and venues. It's a complex thing to arrange publicly with my a priori tour commitments but there are few…
My team sent me the following clips of @jordanbpeterson He says I’m a Christian, although I don’t know it. Well, I certainly don’t know it. He also says I’m “the last standing avatar of the rationalist spirit.” I’ll take that! Also, I'm still waiting for the in-person…
Is this the start of the first market correction we’ve seen this year? @charliebilello digs into the latest inflation report, breaks down correlation data, discusses fast food prices and much more on The Week in Charts. youtube.com/watch?v=C-Ddoo…
@charliebilello That looks usefully. Subscribe 🫡
@charliebilello Very informative. Thank you.
@charliebilello Thank you for your amazing data 📊
Libertad!
VIVA LA LIBERTAD CARAJO...!!! CC: @elonmusk