Charlie Bilello | TalkMarkets | Page 4
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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I Don’t Know
While a little bit of confidence can be a good thing in many areas of life, overconfidence, particularly in the investment world, can be disastrous.
Diversification And The Fear Of Missing Out
Diversification is often said to be the only “free lunch” in investing, delivering superior risk-adjusted returns over the long run.
The No.1 Rule In Investing
With all due respect to Warren Buffett, the No.1 rule in investing is not anything close to “never lose money.”
Are You Investing Or Merely Speculating?
Holding stocks for a day or a week is not much better than a coin flip.
Buy In May And Stay Invested
Since 1928, the S&P 500 returns from May through October have lagged the returns from November through April.
Do Bond Investors Have To Take Duration Risk?
If this trend continues through the end of 2018, it would be the worst year ever for U.S. bonds.
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.
The Unemployment Rate And The Stock Market
The U.S. Unemployment Rate has moved down to 3.9%, its lowest level since December 2000.
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?
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.
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.
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.
When Cash Is The King
In the first quarter of 2018, short-term Treasury bills finished higher while both the S&P 500 and 10-Year Treasury bond declined. The greatest fear among many investors is that this trend will continue.
What Is The Relationship Between Crude Oil And Energy Stocks?
At the end of the first quarter, Crude Oil was up 7.5% while Energy stocks were down 6.1%. How unusual is such a divergence? Let’s take a look.
Is The Yen A Reliable Safe Haven?
After a perfect year in 2017 (S&P 500 up every single month), equity markets are struggling.
How Do Changes In Real Interest Rates Affect Gold?
We often hear that Gold prices are driven by real interest rates. Rising real interest rates are said to be bad for Gold because it increases the opportunity cost of holding the yellow metal.
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