Charlie Bilello

Charlie Bilello is the Director of Research at Pension Partners, LLC, an investment advisor that manages mutual funds and separate accounts. Mr. Bilello, winner of the 2014 Dow Award, 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. 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 hold the Certified Public Accountant (CPA) certificate.


Follow him on Twitter: @mktoutperform and YouTube: youtube.com/pensionpartners

Recent Articles By The Author

The Small Cap Canary

The Small Cap Canary

There is an epic divergence going in the markets with large cap strength and small cap weakness

What Will You Do When the Fed's Easing Ends?

What Will You Do When the Fed's Easing Ends?

The prospect of an end of QE and possibly higher rates in 2015 is likely to change the psychology of the market.

Consumer Stock Weakness Is A Troubling Sign

Consumer Stock Weakness Is A Troubling Sign

Pay attention to consumer cyclical sector weakness, while it persists a more defensive, cautious outlook is warranted.

Goodbye 'Fragile 5', Hello 'Great Convergence'

Goodbye 'Fragile 5', Hello 'Great Convergence'

Recent price action in emerging-market stocks and bonds is not confirming the 'crisis' theory.

Cracks Beneath the Market's Surface

Cracks Beneath the Market's Surface

Even though the market has hit new highs, weakness lurks below. What should you do as an investor?

Marijuana Investment Warning: Don't Get Too High on Pot Stocks

Marijuana Investment Warning: Don't Get Too High on Pot Stocks

Investing in hot growth stocks at high prices often ends badly.

Beware of Getting High on Marijuana Stocks

Beware of Getting High on Marijuana Stocks

Investing in hot growth stocks at high prices often ends badly.

Are Interest Rates About to Spike Again?

Are Interest Rates About to Spike Again?

Strength in cyclical stocks suggests yields could move substantially higher.

When Recency Bias Goes Wrong -- the Perils of Chasing Past Returns

When Recency Bias Goes Wrong -- the Perils of Chasing Past Returns

Nearly every asset class that underperformed U.S. equities in 2013 is outperforming in 2014.

Small to Large: Too Much of a Good Thing May Hit Your Portfolio

Small to Large: Too Much of a Good Thing May Hit Your Portfolio

The 15-year run of outperformance has left small-cap stocks significantly more expensive than large-cap stocks. Here's what an investor do to prepare for the likely reversal in the years to come.