Charlie Bilello

Markets analyst behind The Week in Charts, distilling market data into charts and plain-language takeaways.

Predictions & track record (3)

• Awaiting grading S&P 500 companies kept 16.7% of revenue as profit in the second quarter, the highest since the count beganScore the mean-reversion case as a hit if the S&P 500 net profit margin for the third quarter of 2026 comes in below the second-quarter figure, and as a miss if it holds at or above it.
• Awaiting grading Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 YearsCheck whether Alphabet's free cash flow turns positive again in Q3, and whether SpaceX holds its current share price (around $110s).
• Awaiting grading Bilello asks: are we in an earnings bubble?Grade after full-year 2026 results: did S&P 500 realized EPS growth come in near the ~24% expectation, or well below?

3 related posts

• Watch S&P 500 companies kept 16.7% of revenue as profit in the second quarter, the highest since the count began Charlie Bilello · 2026-08-03
• Watch Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 Years Charlie Bilello · 2026-07-28
• Bear Bilello asks: are we in an earnings bubble? Charlie Bilello · 2026-07-14