Charlie Bilello

Charlie Bilello

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.

Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors, an institutional investment research firm. Previously, Mr. Bilello held positions as an Equity and Hedge Fund Analyst at billion dollar alternative investment firms, giving him unique insights into portfolio construction and asset allocation.

Mr. Bilello holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. He is a Chartered Market Technician (CMT) and a Member of the Market Technicians Association. Mr. Bilello also holds the Certified Public Accountant (CPA) certificate.

Recent Articles

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

By Charlie Bilello

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.

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

By Charlie Bilello

Emerging market bears rule now, but relief may be around the corner, and Warren Buffett's advice on spring robins just might hold true.

Amazon and the Changing Psychology of the Market

By Charlie Bilello

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

The Apple Doesn’t Fall Far From the Consumer

By Charlie Bilello

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?

Caution! The Facts They Are a-Changin’

By Charlie Bilello

Credit spreads widened last week, a possible signal of credit weakness. Caution is advised in your market outlook.

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