Director of Research at Pension Partners

Charles Bilello, winner of the 2014 Charles H. Dow Award and 3rd Place Winner of the 2014 Wagner Award, is the Director of ... more

ALL CONTRIBUTIONS

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?
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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.
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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.
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Irrational Optimism
The homebuilder/consumer/housing/manufacturing surveys seem to be slowly coming back to reality.
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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.
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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.
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STOCKS I FOLLOW

AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
DIA SPDR Dow Jones Industrial Average
EUFN iShares MSCI Europe Financials Sector Index Fund
IWC iShares Russell Microcap Index Fund
IWM iShares Russell 2000 Index Fund
IWV iShares Russell 3000 Index Fund
SPY SPDR S&P 500
TLT iShares Lehman 20+ Year Treasury Bond Fund
XLU Utilities Select Sector SPDR

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