I haven't seen many references to Charlie Bilello here.
He analyzes various economic/financial charts in "The Week in Charts" blog.
I've found Mr. Bilello's commentary to be very informative.
There is also a YouTube channel where corresponding videos are posted.
Blog
Video

CRYPTO Intrigue and Crash. It started with a Twitter spat between Sam Bankman-Fried “SBF”/FTX and Changpeng Zhao “CZ”/Binance. There were prior frictions from SBF’s closeness to the DC lawmakers, his push for a crypto legislation that was disliked by the crypto industry, his flamboyance, and his MIT connections. Someone leaked Alameda Research balance sheet that held lots of FTX token FTT and had other issues involving self-dealings between FTX and Alameda. CZ threatened to sell Binance’s entire FTT holding (about a half-billion dollars, a lot but not really that much), and a run on FTT and FTX (international) began. Ironically, SBF asked CZ for a rescue, and initially CZ agreed to do that for a song ($1 + FTX liabilities), but then withdrew a day later upon due diligence (some say that CZ was never serious about the rescue and was really going for the final kill). Then, SBF tried to patch up a $8-10 billion hole by raising new funds from his investors/supporters, but by now, SBF, FTX and Alameda were damaged goods (especially after CZ pulled out of the rescue saying that situation was hopeless and beyond what he/Binance could do). So, SBF filed for bankruptcy for FTX and 130 related entities, and surprising, that also including FTX-US (it was previously thought that the problem was with FTX-International only). The $32 billion empire of 30-yr old SBF (and his personal net worth of $16 billion) collapsed within a week (literally, within hours) causing $125 billion in estimated losses in the crypto industry. Regulators all over the globe moved in to freeze FTX assets. In the US, the SEC, CFTC, WH and Congress are looking at this fiasco. The full extent of this crypto contagion is yet to be determined/felt. The US-listed Coinbase/COIN was not involved in this mess, but its stock also suffered. (News on Saturday morning is that SBF may have fled from Bahamas to Argentina)
https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110?mod=past_editions
https://ybbpersonalfinance.proboards.com/thread/362/barron-november-14-2022-2

Another follow up,
https://www.barrons.com/articles/market-losses-reduce-capital-gains-tax-51668037376?mod=past_editions
https://ybbpersonalfinance.proboards.com/thread/362/barron-november-14-2022-2
TAX STRATEGIES. Use tax-loss harvesting (TLH) this year for benefits in future years. Tax-loss CARRYFORWARDS don’t expire and can be used to offset future gains and up to $3,000/yr in ordinary income from net losses. Beware of WASH-SALE rule (to avoid +/- 30 day window for transactions). Use DOUBLE-UP strategy (buy to double position by November 29, sell the older lot on December 30, the last trading day of 2022), OR swap with something SIMILAR but not identical right away (easily possible with so many OEFs and ETFs). REINVESTING may cause small disallowances due to wash-sale, but they don’t spoil the entire TLH; one can also discontinue reinvestments to avoid this issue. With large declines in both stocks and bonds, consider TLH for all types of funds (stocks, bonds, hybrids). If you have losses in CRYPTOS, note that wash-sale rules don’t apply (but the IRS may not like immediate buys/sells). OTHER strategies: Delay/SHIFT income to lower tax years; use annual GIFTS of up to $16K/yr/person (2022), $17K/yr/person (2023) to avoid filing the Form 709 (complicated, but also doable); ROTH CONVERSIONS (immediate tax hit, but withdrawals are tax-free in retirement and no RMDs); CHARITABLE contributions.

@ Rono. What in the world are you talking about ? You find something off putting about SBF’s appearance? Like what? And what does it have to do with anything? Such a 45 thing to do.

Nov 12th Episode

As the markets fluctuate around us, how much should investors change?
This week’s guest has his own historical perspective on that question because he has lived through a momentous evolution in the markets. He is Charles Ellis, whose storied career started on Wall Street in 1963 after graduating from the Harvard Business School. He was a skeptical analyst during the go-go years of the 60s and founded Greenwich Associates, the top Wall Street consulting firm to major investment firms, institutions, and governments.
He was an influential board member of Yale’s endowment advising its legendary head, David Swensen. He’s taught advanced investment courses at both Yale and Harvard. And he has authored 20 investment books, including the classic, Winning the Loser’s Game, now in its 8th edition, and the recently published Figuring It Out: Sixty Years of Answering Investors’ Most Important Questions, which we will discuss in this week’s exclusive TV interview.
In the first of a two-part interview, Ellis will discuss the most significant changes that have occurred in the markets and what they mean for investors.

Nov. 11 edition here.
All three guests think the peak yield this year for the 10y Treasury is already in, and agree with the consensus of a 50 bp Fed rate rise in December. Some talk of scaling back expectations a bit for the presumed Fed's terminal hiking cycle rate ...

Panic buying to lock in attractive rates for next 2-5 years;another version of Fear Of Missing Out !

among the stocks which I saw soar yesterday, post-CPI report, is CAE. (Montreal. provides simulation-training equipment. Civil and military pilots, for example. Also, medical stuff.) I noted it was up over 20%. Today, the day after, it's not pulling back like most I've seen. It's up 2.55%.
I've got a limit order in for Jerash Holdings. JRSH. They make sportswear, stylish casual clothes for some famous brands you'll see in the stores. I'm alert re: my junk bond fund, TUHYX. And NHYDY is on a tear. On fire. It can't last, going forward, but I'm not selling. Too early. Much. Still no decision i can find re: a ban on Russian aluminum.

Same at Fido. Hopefully issuers come back with longer dated CDs next week.
Next Fed rate increase (50bp?) is not until Dec. 14th.

I heard his net worth went from 35 billion to zero in last month
And it looks like poor little Tom Brady got hit too. That's what he gets for dumping Giselle. Imagine telling your wife and the mother of (some) of your children like that "I would rather play football"?
I wonder if Bridget Monahan is laughing?

Don't forget to re-invest the 4.48% dividend each month.
4.4 share of McDonald's purchased at its IPO (1965):
if-you-had-invested-100-in-mcdonalds-ipo-heres-how

The math isn't as simple as taking the stock's return since the IPO date. First, we have to account for the many stock splits that McDonald's has announced over the years. A $100 investment would have yielded you 4.4 shares based on the initial price of $22.50, but McDonald's has performed 12 stock splits that cumulatively expanded share counts by a factor of 729. In other words, your initial 4.4-share holding would have grown to 3,208 shares over the decades. Based on that expanded share total, we can determine the value of your IPO investment, which would be $622,352 based on McDonald's recent closing price in early December 2019 of $194 per share.
There's another element that's at least as important as those stock split adjustments, and that's dividends. McDonald's is a Dividend Aristocrat, having paid and increased its dividend in each of the last 39 years. Dividend reinvestment is a fantastic way to supercharge your returns over long time frames, and that phenomenon is certainly true in this case.

Maybe we need to get our great grand kids to consider this strategy since they may have the time to allow for the necessary compounding.
That was a very strong one day jump...nice feeling!

Giroux's recent reduction in his GE position may have been well timed (or not). GE has done fine lately with the rebound in cyclicals.
IMO, with the Nasdaq and crypto crashes (and money just vanishing like poof), investors may be shifting to more tangible stuff - old line cyclicals and commodities. Dollar has also fallen sharply from its recent highs (it is still high) but some had said to watch for trend change if DXY breaks 108 and it is doing that TODAY.
GE https://stockcharts.com/h-sc/ui?s=GE&p=D&yr=1&mn=0&dy=0&id=p60245353998
DXY https://finance.yahoo.com/quote/DX-Y.NYB?p=DX-Y.NYB

I just noticed Giroux still owns GE. As of 10/31/22 GE is 2.35% of assets.

yes, he said he's holding it with the upcoming break-up in mind. three separate outfits. (wealthtrack.)

I don't blame him. GE remains on my watchlist b/c I am interested in their Aviation and Health Care spinoffs ...but I haven't bought any yet.

A little snippet rom Alex Eule at Barron's re: yesterday's market action:
"Among the stocks on my dashboard that I follow every day, the biggest gainers were: online car dealer Carvana (+32%), e-commerce firm Wayfair (+28%), alternative meat producer Beyond Meat (+20%), and two other e-commerce firms, Chewy (+20%) and Shopify (+18%).
Those are stocks that have been thrashed over the last year, Carvana is down 96% from its 52-week highs, Wayfair and Beyond Meat are both down 85%, and Shopify is off 75%. Chewy has held up the best from the above list, down only 47% from its 52-week high.
Several colleagues pointed out to me that all you had to do to understand risk sentiment today was to look at the performance of Cathie Wood's ARK Innovation ETF. It soared 15% on the day -- the eight-year old fund's best ever day -- after touching a 52-week low yesterday.
ARK is filled with high-growth stocks that soared during the pandemic and tanked over the last year. Its top holdings are now Zoom Video Communications, Tesla, Exact Sciences, Roku, and Block. Those five stocks were up an average of 13% today."

I just noticed Giroux still owns GE. As of 10/31/22 GE is 2.35% of assets.

yes, he said he's holding it with the upcoming break-up in mind. three separate outfits. (wealthtrack.)

Good FRED chart from Yogi. Inflation turned in mid-summer; the year-over-year comparison doesn't pick up the magnitude of the change, given that it still includes very high months, e.g., when month-over-month jumps were a full percent or more, from March thru June. Month-over-month readings are far down from those months. Year over year is a view through a rearview mirror.
The last 4 months' CPI changes (these are rounded to one decimal place) give a better picture of current inflation.
July 0.0%
Aug 0.1%
Sept 0.4%
Oct 0.4%
Since the sharp turn in July's reading, annualized inflation has been less than 3%. If you annualize only October or the two higher months' readings, it's still significantly less than year-over-year.
Bond funds rallied hard today, e.g., multisector Ponax +1.76%; core plus Dbltx +1.62%; Treasuries TLT 3.85% and IEF 2.24%. Munis are off the bottom too.
No drawing conclusions from one day's action for me, but there has been a big shift in inflationary pressure that may be getting some attention now. Does it have legs? Quien sabe ...

I just noticed Giroux still owns GE. As of 10/31/22 GE is 2.35% of assets.

Nice positive article by Jeff Kosnett in current ( Dec 22) Kiplingers Personal Finance magazine page 25, of the above fund families. Very complimentary view of David Sherman the manager who posts here. I have owned RPHIX since it was first reviewed here many years ago and CBLDX for the past year or so with commendable results.

CME FedWatch now is showing 50-25-25-25 to 5.00-5.25% in mid-2023.
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
52-wk T-Bill (EOD) 4.59% (also the peak of the yield-curve).
https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_bill_rates&field_tdr_date_value_month=202211

The terminal rate is projected to be 5.00-5.25% if the Fed maintains their path of rate hike. That is the worse scenario if the inflation fails to response to the rate hikes. Now there is an indication that it is slowing, and a more moderate pace could be sufficient. Getting yield close to the terminal rate is actually very good, especially when these are longer duration CDs. Tomorrow the bond market is closed, but we may see new brokered CDs.
By the way, yields of money market funds have moved up to 3%.
Thanks to @yogibb, I have updated the Fed’s terminal rate above.