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

EC Are You Still Earning Nothing On Your Cash?
Why are yields moving higher? The Federal Reserve controls short-term interest rates, and at long last they are moving toward a more normal monetary policy.
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The Unemployment Rate And The Stock Market
The U.S. Unemployment Rate has moved down to 3.9%, its lowest level since December 2000.
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What Is The Relationship Between Interest Rates, Growth And Inflation?
Interest rates are on the rise, at their highest levels in over 4 years. What is that telling us, if anything, about growth and inflation?
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The Stock Market Is Not The Entire Economy
Stocks are ultimately a reflection of what investors are willing to pay today for a stream of long-term corporate earnings, which is not nearly the same thing as changes in short-term economic growth.
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EC The Relationship Between The Yield Curve And The Stock Market
With the yield curve hitting its flattest level of the expansion last week, many are wondering what impact that will have on the stock market.
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How To Think About Unsustainable Returns
While records are made to be broken, returns like we’ve seen are unsustainable. If the Nasdaq 100 were to repeat its 9-year performance of 23.8% annualized in the next 9 years, large cap tech stocks would own the world.
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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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