Charlie Bilello
Charlie Bilello (RSS)

Charlie Bilello is the Director of Research at Pension Partners, LLC, an investment advisor that manages a mutual fund and separate accounts according to its ATAC (Accelerated Time and Capital) strategies focused on inflation rotation. Mr. Bilello is responsible for strategy development, investment research and communicating the firm's investment themes and portfolio positioning to clients.

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Recent Articles

Caution Signals Are Flashing as Consumer Concerns Persist

Apr. 16, 2014, 2:26 pm EST – Weakness in the consumer discretionary sector continues despite upbeat news on employment and retail sales. Here's why investors need to heed this warning signal More 

3 ETF Charts Signaling Classic Late Cycle Behavior

Apr. 10, 2014, 2:00 pm EST – The broader market are relatively flat so far this year, but a significant rotation into these ETFs suggests we are entering a new stage in the cycle. More 

Climbing the Great Wall of Worry, BRIC by BRIC

Mar. 31, 2014, 12:21 pm EST – The drumbeat of negative news continues to hit Emerging Markets. By now you know the story: slower growth, higher inflation, higher interest rates, depreciating currencies, political instability, civil unrest, and so on. In recent weeks, however, an interesting development has occurred. Emerging Market stocks (EEM) have not only stopped going down amid this negative news... More 

Blood In the Streets: A Tale of Egypt and Russia

Mar. 17, 2014, 3:36 pm EST – If problems in Egypt in 2013 are any indicator of investment history, this could be a chance for ETF investors to profit from today's situation in Russia More 

The Breakout in India No One is Talking About

Mar. 6, 2014, 2:05 pm EST – India is considered one of the 'Fragile Five' nations, but as you can see by this chart, India is making a comeback. It's time for investors to take notice More 

Keep Riding the Market, But Beware…the Music May Stop

Feb. 26, 2014, 8:00 am EST – Markets are moving ahead, but investors need to pay attention to some of signs of that may signal a long-term bear turn. Here are my concerns. More 

Emerging Market Advice: Don’t Wait for the Robins in China

Feb. 12, 2014, 2:03 pm EST – Emerging market bears rule now, but relief may be around the corner, and Warren Buffett's advice on spring robins just might hold true. More 

Amazon and the Changing Psychology of the Market

Feb. 2, 2014, 7:27 am EST – Investors in Amazon stock never seemed to care that earnings were not very strong. Now that sentiment has changed, and it could mean big changes for the market More 

The Apple Doesn’t Fall Far From the Consumer

Jan. 28, 2014, 2:35 pm EST – Investors were surprised at the weakness in Apple sales for iPhones, but the slowdown should be expected given the trends in consumer spending. What's next? More 

Caution! The Facts They Are a-Changin’

Jan. 27, 2014, 12:03 pm EST – Credit spreads widened last week, a possible signal of credit weakness. Caution is advised in your market outlook. More