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

Equities Research Long Stock Picks Up 84% in 10 Weeks!

#EquitiesResearch November StockPicks are out. If you never subscribed, you should order picks today. Longs/Short Picks. email thomasrenna@gmail.com now!

If you been following me and never subscribed to my Picks , you should really subscribe today. $`500 for this month's list of long and short picks.

Equities Research Long Pick OverStock Up $30 in 10 weeks
Long Picks from Aug 25th

Short Picks From August 25th 

Equities  Research Back to School Picks

August 25, 2017

*Retail Investors $500

*(retail investors only receive Company Name, Ticker and Price Target)

Long Pick:   

Overstock (NASDAQ: OSTK) $19.50  

price target: $100.00+

Overstock the ICO “pure play”

http://www.zerohedge.com/news/2017-07-28/some-firms-defy-sec-overstock-set-cash-wild-west-icos

https://www.investor.gov/additional-resources/news-alerts/alerts-bulletins/investor-alert-public-companies-making-ico-related

Nathan's Famous (NASDAQ: NATH) $56.00

price target; $70.00

LONG PICK

MICROSOFT (MSFT) $73.00

Price Target L/T $125.00

Short Pick:

Titan Machinery (NASDAQ: TITN) $16.00

price target: $7.50

SHORT PICK

Caterpillar (NASDAQ: CAT) $115.00

price target: $86.00

SHORT PICK

CONN's (NASDAQ: CONN) $19.75

price target : $9.25 

Archives
In 28 years I have made many outstanding picks, here are some of top short ideas

December 2013: Short Conn $78

July 2016 : Short Noodles $10

February 2013: Short Stratasys $86

April 2015 : Short A. Schulman $48

February 2013 : Short Titan Machinery $28

March 2016: Short Under Armour $42

April 2012 : 
Short Chipotle $440 on mentioned in CNBC clip

October 2014 
Long Recommendations (from Stone Interview)
Tom Renna: I’m bullish on social media and believe it will be the hottest sector for several years. The Global X Social Media ETF (SOCL), which consists of a basket of social media stocks such as Facebook, LinkedIn, Yelp, Zillow, Groupon, Pandora, Shutterfly and top sites like Google and Yahoo, is definitely a place to invest your money. It’s just under $20 a share and every investor should own it because it will be worth $100 a share in five years.

Berkshire Hathaway Shares Make New High $201,204

Five Largest Public Companies by Market Capitalization

• Apple Inc (NASDAQ: AAPL $97.50)         $583 billion market capitalization
• Exxon Mobil (NYSE: XOM $99.09)           $422 billion market capitalization
• Google Inc (NASDAQ: GOOG $574.65)    $388 billion market capitalization
• Microsoft (NASDAQ: MSFT $44.27)         $364 billion market capitalization
• Berkshire Hathaway (NYSE: BRK.A )      $324 billion market capitalization

Equities Research Top Dow Picks Outperforms Index Over 400%

On October 2,2007 the Equities Research newsletter selected the top 6 stocks in the Dow Jones Industrial Index using the Stockdiagnostics.com search engine.

Newsletter 41% vs. Index 7%

Over six year period 

• Dow Jones Industrial Average 14,087.55 to 15,129.67, a 7.4% increase.
• Top Six stocks chosen based on Cash flow growth (trading at discounts to cash flow) grew 41%.

Name	Ticker	Oct1,2007	Oct.1,2013
HoneyWell	HON	$51.73	$83.04	60.53%
United Technologies	UTX	$71.13	$107.82	51.58%
Dupont	DD	$39.51	$58.56	48.22%
Microsoft	MSFT	$25.84	$33.28	28.79%
Proctor & Gamble	PG	$59.36	$75.59	27.34%
AT & T	T	$30.39	$33.82	11.29%
Dow Jones Index	DJIA	14,087.55	15,129.67	7.40%

To view original Newsletter in PDF with Stockdiagnsotics.com Charts click here. 

TMC 2007: 10/02

What the Dow Jones All Time High Means To Us

The Dow Jones Industrial Average continues to stampede ahead breaking 14,000! Investors across the land are

enjoying the greatest bull market of all time. Now everyone is faced with

the all-important questions:

Is it too late to Buy?

Is it time to Sell?

We believe that the Bull Market is still only in the 6th inning. In other

words, there is plenty of room for the DJIA to head higher and its not too

late to pile into the top blue chips. With the 3rd Quarter now behind us,

companies are kicking off into their 4th Quarter and Holiday Season. This

week we list our top 6 DJIA favorite charts, brought to you by

Stockdiagnostics.

Honeywell International Inc. (HON)

United Technologies Corp (UTX)

AT&T Corp. (T)

E. I. Du Pont De Nemours and Company (DD)

Microsoft Corporation (MSFT)

Procter & Gamble Co The (PG)

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

Olstein Eyes Microsoft & Intel

Bob Olstein on Bloomberg TV talking Free Cash Flow Yield