7 Lessons From 2025 | Signal or Noise Ep 64 | Charlie Bilello

Charlie Bilello has posted on X and youtube to share year end statistics for 2025. Today's blog is to share statistics from his X posts and a youtube video.  Whether you're new to investing or a seasoned veteran, Charlie is a must follow.

From Bilello.blog: "Charlie Bilello is the Chief Market Strategist at Creative Planning, a nationally recognized wealth management firm with over $370 billion in combined assets under management and advertisement"

2025 Total Returns...
Gold $GLD: +64%
Developed ex-US $VEA: +35%
EM $IEMG: +33%
Nasdaq 100 $QQQ: +21%
S&P 500 $SPY: +18%
Small Caps $IWM: +13%
Commodities $DBC: +8%
US Bonds $AGG: +7%
Cash $BIL: +4%
REITs $VNQ: +3%
Bitcoin $BTC: -6%
Volatility $VXX: -42%https://t.co/rQuXrxVXM0

— Charlie Bilello (@charliebilello) December 31, 2025

The S&P 500 hit 39 more all-time highs in 2025. $SPX pic.twitter.com/bB9Eehem1n

— Charlie Bilello (@charliebilello) December 31, 2025

5 out of the 7 stocks in the Magnificent Seven actually underperformed the S&P 500 this year, a very different picture than 2023/2024. Only Google and Nvidia outperformed. pic.twitter.com/IxDZ4PSGhx

— Charlie Bilello (@charliebilello) December 31, 2025

Bitcoin Returns since 2010...$BTChttps://t.co/l5IYmkf6Ih pic.twitter.com/pM8Ev1MNWo

— Charlie Bilello (@charliebilello) December 31, 2025

Gold (+64%) was the best performing major asset in 2025 while Bitcoin (-6%) was the worst. Something we haven't seen before in any calendar year (the inverse of 2013). $GLD $BTChttps://t.co/l5IYmkf6Ih pic.twitter.com/PKnoJifNOR

— Charlie Bilello (@charliebilello) January 1, 2026

The US Bond Market was up 7.3% in 2025, its best year since 2020. Still on pace to be the worst decade ever for bonds with an annualized return so far of less than 1% from 2020-2025. pic.twitter.com/aYBqfBCsRy

— Charlie Bilello (@charliebilello) January 1, 2026

The best performing commodities in 2025: Silver (+147%) and Gold (+65%).https://t.co/l5IYmkf6Ih pic.twitter.com/lG6eV1HyRK

— Charlie Bilello (@charliebilello) January 1, 2026

The best performing commodities in 2025: Silver (+147%) and Gold (+65%).https://t.co/l5IYmkf6Ih pic.twitter.com/lG6eV1HyRK

— Charlie Bilello (@charliebilello) January 1, 2026

The best performing stocks in the S&P 500 last year... pic.twitter.com/WOVTkdFNjj

— Charlie Bilello (@charliebilello) January 1, 2026

The worst performing stocks in the S&P 500 last year... pic.twitter.com/dZefG7h3w0

— Charlie Bilello (@charliebilello) January 1, 2026

United States Stock Market Capitalization of the 50 Largest American Companies - iWeblists

Index     Dec 31, 2018  July 31, 2019    %
SP500          2506                 2980         +19%
DJIA           23,327              26,864        +15%
United States Stock Market Capitalization of the 50 Largest American Companies - iWeblists

Closing Market Capitalization as of July31,2019

with Percentage increase since Dec 31, 2018

Closing Market Cap on December 31, 2018

Stock Market Capitalization of the 50 Largest American Companies-Iweblists

Fear in LimeLight Networks Creates Buying Opportunity

Wednesday after the close LimeLight Networks (NASDAQ: LLNW) lowered FY2018 and FY2019 guidance.
Thursday morning the stock fell over 29% to $2.30 off from the $3.20 close on Wednesday.

Equities Research is Bullish LLNW for the long Term and posted to followers on StockTwits at 10am on Thursday with shares at $2.31.

LimeLight Networks traded over 6.5 million shares on the day and closed at $2.59.

One Day Chart for Thursday (TradingView)

$LLNW 10Q Cash Flow Statement can be found here. Wall Street Finest punishing stock (-27%) for a slightly lower guidance is creating a buying opportunity. Limelight revenue coming from both APPLE and Amazon $AMZN $AAPL https://t.co/RE12lc5eJv pic.twitter.com/GgNfqZq3h4

— tom renna (@StockPicker908) December 13, 2018

$LLNW 10Q Cash Flow Statement can be found here. Wall Street Finest punishing stock (-27%) for a slightly lower guidance is creating a buying opportunity. Limelight revenue coming from both APPLE and Amazon $AMZN $AAPL 
FY2018 Q3 10Q click here 

DECEMBER 2017
B. Riley FBR Acts as Sole Book-Running Manager on $69 Million Public Offering of Limelight Networks Inc.: Purchases 15 Million Shares in Bought Secondary @ $4.69

March 2018 Goldman Sachs  @$3.97
TEMPE, Ariz.--(BUSINESS WIRE)-- Limelight Networks, Inc. (NASDAQ: LLNW) (the “Company”), a global leader in digital content delivery, announced today the pricing of a public offering of 15,272,493 shares of its common stock by certain selling stockholders affiliated with The Goldman Sachs Group, Inc. (the “Selling Stockholders”) at a price to the public of $3.97 per share




Tweets by StockPicker908

Jim Cramer on Facebook, Twitter, Amazon, Whole Foods, KB Home, Alcoa & S...

Jim Cramer Says Watch FANG Stocks to Learn When Market Has Bottomed

FACEBOOK (FB) $98.37 52 week high/low $72/$110.65

Check out this chart from StockCharts.com for FB

AMAZON (AMZN) $593 52 week high/low $285.25/$696.44

Check out this chart from StockCharts.com for AMZN

NETFLIX (NFLX)$107.06 52 week high/low $45.84/$133.27

Check out this chart from StockCharts.com for NFLX

ALPHABET (Google) (GOOG) $714.72 52 week high/low $496.40/$779.98

Check out this chart from StockCharts.com for GOOG

The Irrelevant Investor Looks At Ten Baggers

The Irrelevant Investor 

Looking For a Ten Bagger? Dec 9th

PCLN,REGN,NFLX,ALXN,MNST,CF,SWKS,GMCR,AMZN,AAPL

"These stocks spent on average 34% of the time in “bear market territory.” That’s pretty wild. One out of every three days these stocks were at least 20% off their all-time high"- Michael Batnick

Do Expensive Stocks Price In Future Growth? Dec 7th 

"One of the common themes among the very best performing stocks is that they are attached to a high price-to-earnings ratio. It makes sense that the fastest growing companies deserve a higher multiple than the average stock. " - Michael Batnick

Tweets by @michaelbatnick

Ophir Gottlieb, CEO, Capital Market Laboratories is A Genius

Capital Market Laboratories

 A month or two ago I came across an online financial website called
Capital Market Labs and I have been hooked on using the tools ever since.
I was so excited that I placed a call to the company and spoke directly
with the CEO, Ophir Gottlieb and praised him for creating such
outstanding research tools.

He was a great guy on the phone and
was kind enough to spend quite a bit of time with me and then floored me
when he told me that soon the site would be exponentially more powerful in
a couple weeks. Well now its a month or so later and sure enough the site is even bigger and better!


Anyone who invests in the markets should be using Capital Market Labs!

If anyone needs any help or would like to connect with me and go over the
site, I would be happy to surf the site with you. (it has a free version
and a premium version).. I don't work for the company i just enjoy using the tools.

Below is an interview on BNN with Ophir


BNN - Watch TV Online | Off the Charts: Twitter, Apple and Amazon


Everyone in the Market Place should be following Ophir


Tweets by @OphirGottlieb

An Equities Research Newsletter Annualized 24% Over 6 Years

In July 2008 when NASDAQ was down 14% year to date for 2008, Equities Research wrote it was time to be Bullish on Yahoo!, Amazon and EBAY.

Since the commentary on July 21,2008 (6.7 years ago)  NASDAQ has annualized 12% for a total gain of 117%.  Meanwhile over the same period these 3 tickers have an annualized return of 24% and a total gain of 323%.
.

NAME	TICKER	7/21/2008	4/8/2015	6.7 yrs	Annual Rtn
AMAZON	AMZN	68.48	381.51	457%	29%
YAHOO!	YHOO	21.67	45.05	107%	11.50%
EBAY	EBAY	24.06	56.89	136%	13.70%
3 tickers	3 tickers			323%	24%
NASDAQ	NASDAQ	2279.53	4948	117%	12%

*note: if you look really deep into some old newsletters you'll find some that didn't perform so well and others that outperformed even this newsletter.

.

Disclaimer. All Newsletters, published by Equities Research, LLC , does not constitute a recommendation by Equities Research, LLC to buy, sell, hold any security, or to follow any particular trading or investment strategy. Also, the information provided should not be construed as an offer, or a solicitation of an offer, to buy or sell securities. An investor's best course of action must be based upon individual circumstances. EquitiesResearch.com shall not be liable for any damages or costs of any type arising out of or in any way connected with your use of The Newsletters, or any of our services. EquitiesResearch.com, its officers and employees may buy and sell any position in the securities or companies mentioned

Content copyright 2005-2015. Equities Research LLC. All rights reserved

34 Stockdiagnostics Upgrades Hit All Time Highs

click to see at EquitiesResearch.com

34 Stockdiagnostics Upgrades hitting all time highs on July 9,2013
(click tickers to see links to Stockdiagnostics charts on date of upgrades)

Company Name	Ticker	Upgrade	Price	7/9/2013	time	% Return
Amazon.com, Inc.	AMZN	10/29/2002	$18.57	$291.53	10yr	1470%
Western Digital Corp	WDC	10/1/2002	$4.84	$66.20	11yr	1273%
Concur Technologies	CNQR	8/18/2004	$9.28	$84.71	9yr	812%
Domino's Pizza, Inc.	DPZ	10/16/2009	$7.85	$62.14	45m	692%
Buffalo Wild Wings	BWLD	3/8/2004	$13.69	$103.65	9yr	657%
Sally Beauty Holdings	SBH	2/10/2009	$4.32	$31.40	53m	627%
Conn's Inc.	CONN	9/11/2011	$8.40	$55.19	34m	557%
MultiMedia Games	MGAM	5/19/2010	$4.65	$29.34	38m	531%
The Ultimate Software G	ULTI	8/16/2006	$21.12	$123.96	7yr	487%
JAZZ Pharmaceuticals	JAZZ	3/17/2010	$12.49	$72.46	40m	480%
Enterprise Products	EPD	8/4/2004	$12.27	$63.77	9yr	450%
Darling International	DAR	8/21/2006	$4.01	$19.88	7yr	396%
Nathan's Famous	NATH	8/17/2009	$13.05	$60.48	47m	363%
Cantel Medical Corp.	CMN	12/17/2007	$9.73	$36.69	5yr	277%
Artic Cat, Inc.	ACAT	8/15/2011	$14.62	$51.47	2yr	252%
Polaris Industries	PII	5/12/2010	$28.24	$98.61	38m	249%
GP Strategies Corp	GPX	8/16/2010	$7.92	$26.89	3yr	240%
Tagra Resources Ptnrs	NGLS	11/17/2009	$15.77	$53.35	44m	238%
PVH Corporation	PVH	12/30/2009	$41.02	$130.86	43m	219%
Monroe Muffler Brakes	MNRO	6/16/2009	$17.14	$50.50	4yr	195%
Caseys General Store	CASY	3/13/2007	$22.50	$64.54	6yr	187%
Tyler Technologies	TYL	8/2/2011	$25.55	$72.25	23m	183%
BE Aerospace	BEAV	5/10/2010	$26.81	$66.30	3yr	147%
Cracker Barrel Old C.S.	CBRL	11/25/2011	$42.19	$100.32	20m	137%
Discovery Communicat	DISCA	8/8/2011	$34.75	$81.91	23m	136%
Acuity Brands	AYI	1/11/2010	$36.96	$85.50	42m	131%
WD-40 Company	WDFC	4/14/2006	$26.82	$57.09	7yr	118%
Nordstroms, Inc.	JWN	6/20/2008	$29.85	$62.67	5yr	110%
O'Reilly Automotive, Inc.	ORLY	3/7/2011	$55.38	$116.49	28m	110%
Brinker International	EAT	11/10/2011	$21.59	$41.73	21m	93%
Macy's Inc.	M	6/9/2011	$26.99	$50.37	25m	87%
Teledyne Technologies	TDY	5/13/2010	$43.41	$80.06	38m	84%
Lowe's Corporation	LOW	4/1/2011	$25.53	$43.81	27m	72%
Snyder-Lance	LNCE	5/10/2011	$18.25	$29.60	2yr	62%
Bed Bath & Beyond	BBBY	1/12/2011	$49.47	$75.58	30m	52%

click for EquitiesResearch.com Newsletter here

Olstein: "Free Cash Flow is Air of Corporations"

Valuation vs. Cash Flow

This week my favorite mutual fund manager Bob Olstein appeared on CNBC-TV explaining the most important metric, "free cash flow", when evaluating an underlying business. After finding a business with great cash flow, Olstein then focuses on "Price,Price, Price" of the stock's relation to cash flow.

 
Olstein shared his view on Macy (M), Amazon (AMZN), Microsoft (MSFT), Johnson & Johnson (JNJ, Cisco (CSCO), Lowes (LOW), Dupont (DD), Harman (HAR), Lennar (LEN).
(click to Stock Name to view Equities Research archives with Stockdiagnostics cash flow charts)

click Equities Research Archives of Bob Olstein

• OLSTEIN Earnings vs Cash Flow
• Olstein Shareholder Letters 
• (Olstein)Eight Warnings you want to See by Herb Greenberg 2000

• There are Nice People on Wall Street
• Olstein BullishOn Dupont & Cisco

Olstein Eyes Microsoft & Intel

Quarterly Operational Cash Flow Increases & Declines

Sept. 30, 2012 vs. Sept. 30,2011

Increases

8 X 8 (NASDAQ: EGHT)        +303%

Whirlpool (NYSE: WHR)        +280%

Aspen Tech (NYSE: AZPN)     +250%

Bristol Myers (NYSE: BMY)   +170%

Sturm Ruger (NYSE:RGR)      +130%

Macquarie IC (NYSE:MIC)     +54%

Harris (NYSE:HRS)                 +53%

EBAY (NYSE:EBAY)             +42%

Dupont (NYSE:DD)                 +36%

Open Text (NASDAQ:OTEX) +36%

Coin Star (NASDAQ:CSTR)    +31%

Proctor & Gamble (NYSE:PG) +28%

LumbrLiquidator(NYSE:LL)    +15%

Verizon (NYSE:VZ)                 +8.8%

Amazon (NASDAQ:AMZN)     +8%

Decliners

Automated Data P(NYSE:ADP)  –121%

Expedia (NASDAQ:EXPE)         -61%

DWA (NYSE:DWA)                   -60%

Alcoa (NYSE:AA)                       -47%

BMC (NYSE: BMC)                    -32%

CKEC (NASDAQ:CKEC)            -27%

Haliburton (NYSE: HAL)            -20%

Intel (MASDAQ: INTC)               -19%

John Sanflippo (NASDAQ:JBSS) –16%