Crucial Charts to Know with Charlie Bilello: October 2021

Each month, we sit down with Charlie Bilello, Founder and CEO of Compound Capital Advisors, to discuss the most important and current market trends for advisors and their clients. Illustrated through visuals that Charlie creates using YCharts, these trends and topics provide fascinating insights and also make for excellent talking points in your own client … Continued

How to Discuss $HOOD and New IPO Stocks with Clients

Is your client excited about new IPO stocks hitting the market like Robinhood (HOOD), but you’re unsure how to approach the conversation? Considering the fanfare around major IPOs, they can be hard to ignore — but it isn’t always easy to decide whether to invest in one or not. While the potential to win big … Continued

The Reddit Trader Short Squeeze: 3 Things for Advisors to Communicate to Clients

How is it that the most shorted stocks—or the most bet-against—have generated some of the highest year-to-date returns in 2021?  Modify in YCharts | Download Visual Thanks to millions of Reddit users who congregated in forums like r/WallStreetBets that are dedicated to conjuring up trading ideas, an army of individual investors has formed to buy … Continued