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Great again! But Bills.....?

He's got his name written on 3 places of the graph." LOL.

I also wanna add. I love watching your videos each week. Please keep it up. They’re very informative.

You end with a positive of real rates being higher than CPI. However, with all the other inflation, such as our groceries, our car insurance, etc. we are not in the positive.

Can you bring Peter on to talk about bitcoin and what micro strategy’s leverage is doing? He tweeted ab it

I wonder what happen if you take out data of the recent bull? Also if you use market data in Europe, can you draw the same result?

Great content, as always! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

thanks guys!

Charlie are you on bluesky or is it an imposter?

Thank You Charlie Bilello and Jamie Battmer.

Turn Charlie's insights into actionable results. Get your free Wealth Path Analysis from Creative Planning today... creativeplanning.com/charlie/

Great presentation 👍

Trump mentioned building a U.S. Strategic Bitcoin Reserve before he was elected. I think that is what is pushing Bitcoin up.

Find it interesting Creative Planning doesn’t offer retirement planning/assessment (even for a fee) without being a client with assets under management.

do you realize how much we're being made fun of by these guys? DOGE next to DOD or DOE

Much appreciated Charlie Bilello.

Great analysis, thank you! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

How I love your "double hello"! Hello, Hello,... Here it comes interesting information.. Thanks Charlie!

thanks charlie!!

If something has an unlimited supply, sounds to me like it's worthless.

Thank you for your generosity Charlie, great analysis as usual!!

thanks, bookmarked

Department of government efficiency lololololol love to see it 🐕 LFG

Thank you - finally somebody explained the move in the 10Y in a way so I understood it. 😄

Turn Charlie's insights into actionable results. Get your free Wealth Path Analysis from Creative Planning today... creativeplanning.com/charlie/

Hey Charlie, I love your vides, you have shown how cash goes against the stock market, im curious if you were to overlay a chart with something like return I.E. (R) on cash against current R discount rates on stocks would look, wouldnt the chat just invert?

Great video! It's worth considering that for most of history, 3-month T-bills haven't yielded 4%+ so currently the opportunity cost of being in T-bills instead of stocks may be much lower than average. It may be even more rare that T-bill yield is greater than the inflation rate.

The question is: Why do wages not out pace inflation? IMO a big part of the answer is the laptop class (white collar) is flooding blue collar jobs with illegal immigrants while utmost protecting their own (overpayed by international standards) white collar jobs with very strict h1b rules etc. Stopping illegal immigration and opening the h1b floodgates wood do this country an immense service (and disproportionately to those hit hardest by covid and the K shaped recovery you mentioned). In an inflationary scenario with full employment, blue collar should normally do quite well, as they can „print“ goods and services as opposed to just numbers in a database.

Muchas gracias

Peter comes off like a common sense regular guy. Level headed and smart.

Thank you for your generosity Charlie, amazing analysis as usual!!

The US economy is already in recession. Any rate cut will not ignite inflation. The banks will tighten even more, all consumer and corporate credit lending. This is the beginning of a deflationary period for your assets. Stocks markets will decline, and stock values disappear in a blink of the eye. Businesses will begin layoffs in earnest which will soon be reflected in the unemployment rate and unemployment claims, to further solidify the recession. In fact, when the FED cut rates in Sept, it will signify that the Titanic is going under, and it will suck everything down. Retail and housing sales will truly decline as consumer hold off their purchases. The inverted yield curve will then turn positive, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 130k to a decent 532k in the space of a few months... I'm especially grateful to Milton Harper, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

Turn Charlie's insights into actionable results. Get your free Wealth Path Analysis from Creative Planning today... creativeplanning.com/charlie/

There's a 5th reason: Buffett is accumulating cash, why shouldn't I!

No one knows anything :-). You're welcome :DD

basically ape all your cash into the stock market right now.

Thanks. If I was in US I'd consider you guys. Very nice summary of the research about some very common ideas that don't always come with the data to back them up (or debunk them). Thanks again.

Thank You Charlie. Cash is King. Much Appreciated.

Great Video Charlie. I've run a few backtests myself on lumpsum vs DCA vs equity risk premium spread strategy. very hard to beat lump sum, with DCA, and even the optimized equity risk premium strategy which showed me the market was way too expensive, just barely matched the returned of lumpsum over any 10 year period. However, I would argue that behaviourally someone might believe they will lump sum invest, only to pull out after a 30% correct..so from our human wiring, a DCA or another strategy may be best for most people.

imo all in Bitcoin man

No this is an updated and better video

You already posted that video?

Two guys probably making at least six figures complaining about people making less than $10/hour tip wage + tips getting a tax break. And they wonder why Americans are pissed.

Muchas gracias

you guys just guessing like everybody else - move along nothing to see here

💛💛💛

Good info, thanks Peter and Charlie, especially for putting many recent and historical events in perspective.