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		<title>The Week in Charts (6/16/26)</title>
		<link>https://xtadalafix.com/the-week-in-charts-6-16-26/</link>
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		<pubDate>Wed, 17 Jun 2026 01:50:48 +0000</pubDate>
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					<description><![CDATA[View the video of this post here.     The most important charts and themes in markets and investing… 1) The Biggest IPO in History SpaceX officially became the biggest IPO in history, raising a total of $85.7 billion. That’s $60 billion more than the 2nd largest IPO, Saudi Aramco ($25.6 billion raised in 2019). At [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<p class="wp-block-paragraph">View the <strong>video of this post here</strong>.</p>
<p><iframe loading="lazy" title="The Biggest IPO in History | The Week in Charts (6/12/26) | Charlie Bilello | Creative Planning" width="640" height="360" src="https://www.youtube.com/embed/sMF_Nh5LKaA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></p>
<p class="wp-block-paragraph"> </p>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph"> </p>
<p class="wp-block-paragraph"><strong>The most important charts and themes in markets and investing</strong>…</p>
<p class="wp-block-paragraph"><strong>1) The Biggest IPO in History</strong></p>
<p class="wp-block-paragraph">SpaceX officially became the biggest IPO in history, raising a total of $85.7 billion. That’s $60 billion more than the 2nd largest IPO, Saudi Aramco ($25.6 billion raised in 2019).</p>
<p class="wp-block-paragraph">At the $135 per share IPO pricing, SpaceX was valued at $1.75 trillion.</p>
<p class="wp-block-paragraph">It opened for trading last Friday at $150 per share and this morning traded as high as $225.</p>
<p class="wp-block-paragraph">That pushed its market cap up to nearly $3 trillion, surpassing both Amazon and Microsoft to become the 4th largest company in the world.</p>
<figure class="wp-block-image size-large"></figure>
<p class="wp-block-paragraph"> </p>
<p class="wp-block-paragraph">Over the last 12 months:</p>
<p class="wp-block-paragraph">-Amazon generated $91 billion in net income on $743 billion in sales.</p>
<p class="wp-block-paragraph">-Microsoft generated $125 billion in net income on $318 billion in sales.</p>
<p class="wp-block-paragraph">-SpaceX generated a $9 billion net loss on $19 billion in sales.</p>
<p class="wp-block-paragraph">SpaceX is a undoubtedly great company and will go on to do many great things. But months from now we’re likely to look back at this moment as peak mania. Investors are valuing SpaceX stock as if its incredible future has already happened. Trading at over 150x sales, there’s simply no margin for error in a world where there’s always some error.</p>
<p class="wp-block-paragraph"><strong>2) When Will SpaceX Be Included in Major ETFs?</strong></p>
<p class="wp-block-paragraph">The S&amp;P Dow Jones committee voted against changing its index inclusion rules to fast-track SpaceX ($SPCX) into the S&amp;P 500. That means SpaceX must trade for 12 months, record 4 consecutive quarters of GAAP-positive earnings, and meet strict float requirements before it is eligible for inclusion.</p>
<p class="wp-block-paragraph">So three major ETFs that track the S&amp;P 500 ($VOO, $IVV, and $SPY) will not have SpaceX as a holding for at least 12 months.</p>
<p class="wp-block-paragraph">But many of the other major index ETFs will hold SpaceX much sooner:</p>
<p class="wp-block-paragraph">-Total Stock Market ETFs ($VTI, $ITOT, $VT): 5 trading days.</p>
<p class="wp-block-paragraph">-Growth ETFs ($VUG, $IWF): 5 trading days.</p>
<p class="wp-block-paragraph">-MSCI ETFs ($ACWI): 10 trading days.</p>
<p class="wp-block-paragraph">-Nasdaq 100 ETF ($QQQ): 15 trading days.</p>
<p class="wp-block-paragraph">None of the major ETFs will hold SpaceX at its market cap weight, which would be close to 4% of the US total market given its $3 trillion market cap. Instead, they will do a free-float adjustment (less than 5% of the company’s shares were floated). That means the indices will will reduce the SpaceX weighting down to 0.2% for total US market index funds and up to 0.6% for the Nasdaq 100 Index (they can multiply the free float weight up to 3x).</p>
<p class="wp-block-paragraph"><strong>3) 1999-2000: The Only Comp Left</strong></p>
<p class="wp-block-paragraph">Here are the only times in history where the Semiconductor Index gained more than 230% in a 14-month span:</p>
<p class="wp-block-paragraph">-December 1998 – February 2000<br />-April 2025 – Today</p>
<p class="wp-block-paragraph">That’s the entire list.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="771" height="457" src="https://bilello.blog/wp-content/uploads/2026/06/sox-rolling-14-month-returns-6-15-26.png" alt="" class="wp-image-16619" srcset="https://bilello.blog/wp-content/uploads/2026/06/sox-rolling-14-month-returns-6-15-26.png 771w, https://bilello.blog/wp-content/uploads/2026/06/sox-rolling-14-month-returns-6-15-26-300x178.png 300w, https://bilello.blog/wp-content/uploads/2026/06/sox-rolling-14-month-returns-6-15-26-768x455.png 768w" sizes="auto, (max-width: 771px) 100vw, 771px"/></figure>
<p class="wp-block-paragraph">Micron is now trading at over 21x Sales, which is more than double its peak valuation during the dot-com bubble (10x).</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="660" src="https://bilello.blog/wp-content/uploads/2026/06/mu-price-to-sales-ratio-6-15-26-1024x660.png" alt="" class="wp-image-16621" srcset="https://bilello.blog/wp-content/uploads/2026/06/mu-price-to-sales-ratio-6-15-26-1024x660.png 1024w, https://bilello.blog/wp-content/uploads/2026/06/mu-price-to-sales-ratio-6-15-26-300x193.png 300w, https://bilello.blog/wp-content/uploads/2026/06/mu-price-to-sales-ratio-6-15-26-768x495.png 768w, https://bilello.blog/wp-content/uploads/2026/06/mu-price-to-sales-ratio-6-15-26.png 1185w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph">Back in 2000, Micron traded at a low forward multiple because earnings were nearing a cyclical peak.</p>
<p class="wp-block-paragraph">Then DRAM prices collapsed, earnings evaporated, and the stock lost over 98%.</p>
<p class="wp-block-paragraph">Today, Micron once again looks inexpensive relative to its expected earnings.</p>
<p class="wp-block-paragraph">The key question: are those earnings cyclical or structural?</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="566" src="https://bilello.blog/wp-content/uploads/2026/06/mu-drawdowns-6-16-26.png" alt="" class="wp-image-16622" srcset="https://bilello.blog/wp-content/uploads/2026/06/mu-drawdowns-6-16-26.png 839w, https://bilello.blog/wp-content/uploads/2026/06/mu-drawdowns-6-16-26-300x202.png 300w, https://bilello.blog/wp-content/uploads/2026/06/mu-drawdowns-6-16-26-768x518.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph"><strong>4) Tech Dominance Reaches New Heights</strong></p>
<p class="wp-block-paragraph">The Tech Sector ETF’s recent 28% outperformance over the S&amp;P 500 in just 9 weeks was its biggest 9-week outperformance ever, exceeding the parabolic move higher in late 1999 and early 2000.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="860" height="462" src="https://bilello.blog/wp-content/uploads/2026/06/xlk-spy-differential-9-weeks.png" alt="" class="wp-image-16631" srcset="https://bilello.blog/wp-content/uploads/2026/06/xlk-spy-differential-9-weeks.png 860w, https://bilello.blog/wp-content/uploads/2026/06/xlk-spy-differential-9-weeks-300x161.png 300w, https://bilello.blog/wp-content/uploads/2026/06/xlk-spy-differential-9-weeks-768x413.png 768w" sizes="auto, (max-width: 860px) 100vw, 860px"/></figure>
<p class="wp-block-paragraph">That has pushed the Tech’s sector’s weighting in the S&amp;P 500 up to nearly 40%, a record high. Back in March 2000 its weighting peaked at 35%.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="639" height="350" src="https://bilello.blog/wp-content/uploads/2026/06/tech-sector-weight-bespoke-june-2026.png" alt="" class="wp-image-16632" srcset="https://bilello.blog/wp-content/uploads/2026/06/tech-sector-weight-bespoke-june-2026.png 639w, https://bilello.blog/wp-content/uploads/2026/06/tech-sector-weight-bespoke-june-2026-300x164.png 300w" sizes="auto, (max-width: 639px) 100vw, 639px"/></figure>
<p class="wp-block-paragraph"><strong>5) The Reversal of Everything Continues</strong></p>
<p class="wp-block-paragraph">Given the dominance of the US tech sector this year, it’s remarkable that we’ve seen a reversal of all the major equity market factors, with Value stocks outperforming Growth stocks, Small/Mid Cap stocks outperforming Large Caps, and EM/International stocks outperforming the S&amp;P 500.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="834" height="609" src="https://bilello.blog/wp-content/uploads/2026/06/everything-reversal-6-12-26.png" alt="" class="wp-image-16633" srcset="https://bilello.blog/wp-content/uploads/2026/06/everything-reversal-6-12-26.png 834w, https://bilello.blog/wp-content/uploads/2026/06/everything-reversal-6-12-26-300x219.png 300w, https://bilello.blog/wp-content/uploads/2026/06/everything-reversal-6-12-26-768x561.png 768w" sizes="auto, (max-width: 834px) 100vw, 834px"/></figure>
<p class="wp-block-paragraph">Perhaps even more remarkable is the fact that the Magnificent 7 ETF ($MAGS) is actually down on the year and since the start of 2025, 5 out of the 7 members of the Magnificent 7 have underperformed the S&amp;P 500. Only Google and Nvidia have outperformed.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="857" height="520" src="https://bilello.blog/wp-content/uploads/2026/06/mag-7-2025-26-6-12-26.png" alt="" class="wp-image-16634" srcset="https://bilello.blog/wp-content/uploads/2026/06/mag-7-2025-26-6-12-26.png 857w, https://bilello.blog/wp-content/uploads/2026/06/mag-7-2025-26-6-12-26-300x182.png 300w, https://bilello.blog/wp-content/uploads/2026/06/mag-7-2025-26-6-12-26-768x466.png 768w" sizes="auto, (max-width: 857px) 100vw, 857px"/></figure>
<p class="wp-block-paragraph"><strong>6) Rising Inflation and a Decline in Prosperity</strong></p>
<p class="wp-block-paragraph">US CPI rose to 4.2% in May, the highest inflation rate since April 2023.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="918" height="539" src="https://bilello.blog/wp-content/uploads/2026/06/cpi-above-2-6-10-26.png" alt="" class="wp-image-16636" srcset="https://bilello.blog/wp-content/uploads/2026/06/cpi-above-2-6-10-26.png 918w, https://bilello.blog/wp-content/uploads/2026/06/cpi-above-2-6-10-26-300x176.png 300w, https://bilello.blog/wp-content/uploads/2026/06/cpi-above-2-6-10-26-768x451.png 768w" sizes="auto, (max-width: 918px) 100vw, 918px"/></figure>
<p class="wp-block-paragraph">Over the past 5 years, Consumer Prices have rose 4.5% per year and over 24% in total.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="841" height="566" src="https://bilello.blog/wp-content/uploads/2026/06/us-consumer-price-index-last-5-years-6-10-26.png" alt="" class="wp-image-16637" srcset="https://bilello.blog/wp-content/uploads/2026/06/us-consumer-price-index-last-5-years-6-10-26.png 841w, https://bilello.blog/wp-content/uploads/2026/06/us-consumer-price-index-last-5-years-6-10-26-300x202.png 300w, https://bilello.blog/wp-content/uploads/2026/06/us-consumer-price-index-last-5-years-6-10-26-768x517.png 768w" sizes="auto, (max-width: 841px) 100vw, 841px"/></figure>
<p class="wp-block-paragraph">Here’s a breakdown of cumulative price increases over the past 5 years…</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="544" src="https://bilello.blog/wp-content/uploads/2026/06/5-year-price-increases-updated-6-10-26-1024x544.png" alt="" class="wp-image-16638" srcset="https://bilello.blog/wp-content/uploads/2026/06/5-year-price-increases-updated-6-10-26-1024x544.png 1024w, https://bilello.blog/wp-content/uploads/2026/06/5-year-price-increases-updated-6-10-26-300x159.png 300w, https://bilello.blog/wp-content/uploads/2026/06/5-year-price-increases-updated-6-10-26-768x408.png 768w, https://bilello.blog/wp-content/uploads/2026/06/5-year-price-increases-updated-6-10-26.png 1052w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph">For the first time since 2023, we’re seeing prices in the US rise faster than wages, a decline in prosperity for the American worker.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="569" src="https://bilello.blog/wp-content/uploads/2026/06/real-wages-yoy-6-11-26.png" alt="" class="wp-image-16624" srcset="https://bilello.blog/wp-content/uploads/2026/06/real-wages-yoy-6-11-26.png 839w, https://bilello.blog/wp-content/uploads/2026/06/real-wages-yoy-6-11-26-300x203.png 300w, https://bilello.blog/wp-content/uploads/2026/06/real-wages-yoy-6-11-26-768x521.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph"><strong>7) What the Fed Will Do vs. What the Fed Should Do</strong></p>
<p class="wp-block-paragraph">The first FOMC meeting under new Fed chair Kevin Warsh is tomorrow.</p>
<p class="wp-block-paragraph">What will they do?</p>
<p class="wp-block-paragraph">Hold interest rates at 3.50-3.75%.</p>
<p class="wp-block-paragraph">What should they do?</p>
<p class="wp-block-paragraph">Hike interest rates.</p>
<p class="wp-block-paragraph">Why?</p>
<p class="wp-block-paragraph">Inflation has averaged more than 4% per year since the start of 2020, which is more than double the Fed’s 2% target.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="760" height="438" src="https://bilello.blog/wp-content/uploads/2026/06/us-cpi-vs.-trend-6-10-26.png" alt="" class="wp-image-16640" srcset="https://bilello.blog/wp-content/uploads/2026/06/us-cpi-vs.-trend-6-10-26.png 760w, https://bilello.blog/wp-content/uploads/2026/06/us-cpi-vs.-trend-6-10-26-300x173.png 300w" sizes="auto, (max-width: 760px) 100vw, 760px"/></figure>
<p class="wp-block-paragraph">Australia, Norway, Denmark, the ECB, and the Bank of Japan have already started hiking rates to attack higher prices.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="560" height="780" src="https://bilello.blog/wp-content/uploads/2026/06/global-cb-rates-6-16-26.png" alt="" class="wp-image-16642" srcset="https://bilello.blog/wp-content/uploads/2026/06/global-cb-rates-6-16-26.png 560w, https://bilello.blog/wp-content/uploads/2026/06/global-cb-rates-6-16-26-215x300.png 215w" sizes="auto, (max-width: 560px) 100vw, 560px"/></figure>
<p class="wp-block-paragraph">With an Inflation Rate now 0.6% above the Fed Funds Rate, the Fed should do the same. They are once again behind the curve.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="841" height="637" src="https://bilello.blog/wp-content/uploads/2026/06/fed-funds-rate-minus-cpi-6-10-26-1.png" alt="" class="wp-image-16641" srcset="https://bilello.blog/wp-content/uploads/2026/06/fed-funds-rate-minus-cpi-6-10-26-1.png 841w, https://bilello.blog/wp-content/uploads/2026/06/fed-funds-rate-minus-cpi-6-10-26-1-300x227.png 300w, https://bilello.blog/wp-content/uploads/2026/06/fed-funds-rate-minus-cpi-6-10-26-1-768x582.png 768w" sizes="auto, (max-width: 841px) 100vw, 841px"/></figure>
<p class="wp-block-paragraph"><strong>8) A Few Interesting Stats…</strong></p>
<p class="wp-block-paragraph"><strong>a) Adobe is now down over 70% from its peak, the biggest drawdown in the stock since 2002.</strong></p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="567" src="https://bilello.blog/wp-content/uploads/2026/06/adbe-drawdowns-6-12-26.png" alt="" class="wp-image-16623" srcset="https://bilello.blog/wp-content/uploads/2026/06/adbe-drawdowns-6-12-26.png 839w, https://bilello.blog/wp-content/uploads/2026/06/adbe-drawdowns-6-12-26-300x203.png 300w, https://bilello.blog/wp-content/uploads/2026/06/adbe-drawdowns-6-12-26-768x519.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph"><strong>b) In May, the US Federal Government took in $336 billion and spent $628 billion. Don’t try this at home.</strong></p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="721" height="517" src="https://bilello.blog/wp-content/uploads/2026/06/image-2.png" alt="" class="wp-image-16625" srcset="https://bilello.blog/wp-content/uploads/2026/06/image-2.png 721w, https://bilello.blog/wp-content/uploads/2026/06/image-2-300x215.png 300w" sizes="auto, (max-width: 721px) 100vw, 721px"/></figure>
<p class="wp-block-paragraph"><strong>c) The Interest Expense on US Public Debt hit $1.3 trillion over the last 12 months, another record high. If it continues to increase at the current pace it will soon be the largest line item in the Federal budget, surpassing Social Security.</strong></p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="665" height="413" src="https://bilello.blog/wp-content/uploads/2026/06/national-debt-interest-expense-6-10-26.png" alt="" class="wp-image-16626" srcset="https://bilello.blog/wp-content/uploads/2026/06/national-debt-interest-expense-6-10-26.png 665w, https://bilello.blog/wp-content/uploads/2026/06/national-debt-interest-expense-6-10-26-300x186.png 300w" sizes="auto, (max-width: 665px) 100vw, 665px"/></figure>
<p class="wp-block-paragraph"><strong>d) Spending on data centers and other AI infrastructure by Google, Amazon, Microsoft and Meta is expected to hit $670 billion this year. At 2.1% of GDP, that would represent a higher share of the economy than the investment in the US railroad expansion during the 1850s.</strong></p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="784" height="491" src="https://bilello.blog/wp-content/uploads/2026/06/image-3.png" alt="" class="wp-image-16627" srcset="https://bilello.blog/wp-content/uploads/2026/06/image-3.png 784w, https://bilello.blog/wp-content/uploads/2026/06/image-3-300x188.png 300w, https://bilello.blog/wp-content/uploads/2026/06/image-3-768x481.png 768w" sizes="auto, (max-width: 784px) 100vw, 784px"/></figure>
<p class="wp-block-paragraph"><strong>e) Apple is now trading at over 10x sales, the highest valuation level in company history.</strong></p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="842" height="568" src="https://bilello.blog/wp-content/uploads/2026/06/image-4.png" alt="" class="wp-image-16628" srcset="https://bilello.blog/wp-content/uploads/2026/06/image-4.png 842w, https://bilello.blog/wp-content/uploads/2026/06/image-4-300x202.png 300w, https://bilello.blog/wp-content/uploads/2026/06/image-4-768x518.png 768w" sizes="auto, (max-width: 842px) 100vw, 842px"/></figure>
<p class="wp-block-paragraph"><strong>f) The Dividend Yield on the S&amp;P 500 ETF ($SPY) has moved below 1%</strong> <strong>and is fast approaching the all-time low yield of 0.94% in 2000.</strong></p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="843" height="570" src="https://bilello.blog/wp-content/uploads/2026/06/image-5.png" alt="" class="wp-image-16629" srcset="https://bilello.blog/wp-content/uploads/2026/06/image-5.png 843w, https://bilello.blog/wp-content/uploads/2026/06/image-5-300x203.png 300w, https://bilello.blog/wp-content/uploads/2026/06/image-5-768x519.png 768w" sizes="auto, (max-width: 843px) 100vw, 843px"/></figure>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph"> </p>
<p class="wp-block-paragraph">And that’s it for this week. Thanks for reading!</p>
<p class="wp-block-paragraph">Every week I do a video breaking down the most important charts and themes in markets and investing. <strong>Subscribe to our YouTube channel HERE</strong> for the latest content.</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="518" src="https://bilello.blog/wp-content/uploads/2026/06/etf-returns-updated-6-12-26-1024x518.png" alt="" class="wp-image-16616" srcset="https://bilello.blog/wp-content/uploads/2026/06/etf-returns-updated-6-12-26-1024x518.png 1024w, https://bilello.blog/wp-content/uploads/2026/06/etf-returns-updated-6-12-26-300x152.png 300w, https://bilello.blog/wp-content/uploads/2026/06/etf-returns-updated-6-12-26-768x389.png 768w, https://bilello.blog/wp-content/uploads/2026/06/etf-returns-updated-6-12-26.png 1091w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph">Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.</p>
<p class="wp-block-paragraph"> </p>
<p class="wp-block-paragraph"> </p>
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<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
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		<title>MSP Dark Data Discovery and Risk Reduction</title>
		<link>https://xtadalafix.com/msp-dark-data-discovery-and-risk-reduction/</link>
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		<dc:creator><![CDATA[xtadalafix]]></dc:creator>
		<pubDate>Mon, 15 Jun 2026 01:47:52 +0000</pubDate>
				<category><![CDATA[Uncategorized]]></category>
		<guid isPermaLink="false">https://xtadalafix.com/msp-dark-data-discovery-and-risk-reduction/</guid>

					<description><![CDATA[Key Points Practical Framework for Dark Data Discovery Dark data discovery is the process of identifying and managing unused or unknown information across systems and storage locations. Examples of dark data include old file shares, PST archives, legacy backups, chat exports, log files, and orphaned cloud storage. Dark data discovery matters because it reduces compliance [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<div class="in-context-cta">
<h2 style="margin-top:0"><strong>Key Points</strong></h2>
<p style="font-weight:400;text-align:left">Practical Framework for Dark Data Discovery</p>
<ul>
<li>Dark data discovery is the process of identifying and managing unused or unknown information across systems and storage locations.</li>
<li>Examples of dark data include old file shares, PST archives, legacy backups, chat exports, log files, and orphaned cloud storage.</li>
<li>Dark data discovery matters because it reduces compliance and security risks, cuts storage costs, and improves MSPs’ visibility.</li>
<li>Core benefits: Enables classification, lifecycle control, and automated cleanup while providing measurable reporting and ongoing governance.</li>
</ul>
</div>
<p>MSPs often manage client environments with unstructured or unused files, logs, emails, and backups, or <em>dark data</em>. When left outside a policy, unmarked content can lead to security risks, compliance gaps, and cost inefficiencies. To avoid such pitfalls, MSPs need a proactive and persistent <strong>dark data discovery</strong> framework, which this guide covers in seven easy steps.</p>
<h2>7-step process for identifying and managing dark data</h2>
<p>To build a resilient workflow that will track and control unclassified data, here are some important prerequisites to consider:</p>
<ul>
<li>Central register for classification decisions and exceptions</li>
<li>Discovery tools in core platforms such as Microsoft 365 or Google Workspace</li>
<li>Ticketing workflow for approvals and scheduled cleanups</li>
<li>Named data owners for major repositories and applications</li>
<li>Policy baseline for acceptable data locations, retention periods, and deletion rules</li>
</ul>
<p>&#x1f449; <strong>Reminder</strong>: Requirements may vary based on systems, policies, and business needs.</p>
<p><strong>Potential use cases for dark data discovery</strong></p>
<p>Potential use cases for dark data discovery include identifying forgotten or redundant files that inflate storage costs, uncovering sensitive or regulated data that could pose compliance risks (e.g., GDPR, HIPAA, or client SLAs), and streamlining data retention and backup policies.</p>
<h3>1. Define dark data for each client</h3>
<p>Define dark data for each client to set clear discovery boundaries. Write a one-page definition outlining unstructured sources like file shares, OneDrive folders, SharePoint sites, PST files, and backups. List data types needing classification, such as PII, payment, or health data, and share examples so technicians align on scope and exclusions.</p>
<p><strong>Action plan</strong>: Publish this definition along with practical examples and common false positives so that all technicians and analysts can align on the same boundaries before discovery begins.</p>
<h3>2. Build a lightweight classification register</h3>
<p>Create a lightweight classification register to serve as the single source of truth for data-handling decisions. Define three to five tiers, such as Public, Internal, Confidential, and Restricted. Record each item’s owner, location, retention rule, and sharing policy to ensure consistent handling across all systems.</p>
<p>Tools like Microsoft Purview can be configured to streamline this process by automatically applying sensitivity labels and retention rules across cloud and on-premises data sources.</p>
<p><strong>Action plan</strong>: Add an exceptions table for temporary business needs with start and end dates plus an approver, and store the register in a shared location with read access for responders and auditors.</p>
<h3>3. Run discovery to surface dark data</h3>
<p>Run discovery to identify ungoverned data before enforcing control measures. Scan cloud platforms, then, mailbox archives, legacy servers, NAS devices, object storage, and backup repositories. Use content searches to detect sensitive data such as PII or credentials, and document any unowned or personal locations for follow-up.</p>
<p><strong>Action plan</strong>: Inventory all unidentified sites, shares, and buckets, add them to the classification register, and flag personal or unmanaged cloud use that violates data policies.</p>
<h3>4. Apply lifecycle controls</h3>
<p>Apply lifecycle controls to make dark data cleanup a continuous, governed process. Use classification to drive retention labels and automate archival or deletion workflows. Route expired content to a temporary archive, then remove it once no legal hold applies.</p>
<p><strong>Action plan</strong>: Document legal hold procedures within the classification register to prevent accidental deletion and ensure every retention decision is traceable and compliant.</p>
<h3>5. Enforce access and sharing policies</h3>
<p>Enforce access and sharing policies to minimize exposure while keeping collaboration smooth. Replace broad permissions with least-privilege access, removing global groups from sensitive repositories.</p>
<p><strong>Action plan</strong>: Apply approval workflows or read-only access for high-risk repositories to ensure sensitive content remains controlled without blocking legitimate business activity.</p>
<h3>6. Clean up safely and repeatedly</h3>
<p>Clean up dark data in a controlled, traceable manner to reduce both storage bloat and compliance risk. Move unidentified or noncompliant content to a quarantine area for time-limited review, then notify owners with clear deadlines and default outcomes such as archive or deletion.</p>
<p><strong>Action plan</strong>: Maintain a minimal audit trail showing what was deleted, when, by whom, and under which policy to ensure consistent governance and regulatory defensibility.</p>
<h3>7. Measure and report progress</h3>
<p>Measure and report dark data management progress to demonstrate program value and sustain engagement across teams and clients. For instance, track coverage of discovery scans by repository and data type, total dark data volume reduced, ownership assignment rates, and open exceptions past expiry.</p>
<p><strong>Action plan</strong>: Deliver monthly summaries to the technical team for operational insight and quarterly reduction and risk reports for executives.</p>
<h2>Common types and examples of dark data</h2>
<p>This table classifies types of dark data and the risks associated with each example.</p>
<table>
<tbody>
<tr>
<td style="text-align:center"><strong>Dark Data Type</strong></td>
<td style="text-align:center"><strong>Examples</strong></td>
<td style="text-align:center"><strong>Primary Risks or Challenges</strong></td>
</tr>
<tr>
<td>Unstructured user data</td>
<td>Old file shares, desktop folders, chat exports, personal OneDrive or Google Drive files</td>
<td>Contains sensitive info with no classification or ownership; hard to audit or secure</td>
</tr>
<tr>
<td>Shadow IT data</td>
<td>Unapproved storage tools, personal cloud drives, local database dumps</td>
<td>Bypass company security and DLP policies; create blind spots for MSP monitoring</td>
</tr>
<tr>
<td>Legacy backups and archives</td>
<td>Outdated snapshots, tape backups, redundant ZIP archives</td>
<td>Store sensitive data beyond retention limits; increase storage costs and breach exposure</td>
</tr>
<tr>
<td>Email and message data</td>
<td>PST files, mailbox archives, Teams or Slack exports</td>
<td>Often includes PII, credentials, or confidential client data; difficult to govern post-export</td>
</tr>
<tr>
<td>Application and system logs</td>
<td>Server logs, SIEM exports, old monitoring data</td>
<td>May include user identifiers, IPs, or access patterns; retained longer than necessary</td>
</tr>
</tbody>
</table>
<p>MSPs should prioritize dark data sources that combine high sensitivity with low visibility, such as orphaned cloud data and legacy backups. Focusing on these first delivers the fastest risk reduction and demonstrates measurable progress in IT asset management.</p>
<h2>RMM solutions for dark data management</h2>
<p>NinjaOne provides various data discovery and reporting solutions for MSPs.</p>
<p><strong>Discovery Jobs</strong>: NinjaOne’s discovery and vulnerability scanning features help MSPs inventory data shares, endpoints, and servers to reveal unmanaged or high-risk storage locations.</p>
<p><strong>Policy Enforcemen</strong>t: The platform supports configuration management and vulnerability tracking. The CrowdStrike Spotlight integration, for instance, allows for vulnerability importing and management across different systems.</p>
<p><strong>Reduction Tracking</strong>: Built-in reporting dashboards and the Activities view provide continuous insight into data cleanup progress, repository coverage, and risk reduction across clients.</p>
<p>As a unified endpoint management and security platform, NinjaOne empowers MSPs to integrate dark data discovery into daily operations by improving endpoint and network visibility, tightening control, and sustaining compliance at scale.</p>
<h2>Sustainable dark data management framework</h2>
<p>Platforms like NinjaOne and Microsoft Purview make the dark data discovery process conveniently scalable through automation, reporting, and integration with existing RMM tools and compliance workflows.</p>
<p>By embedding these capabilities into routine monitoring and policy enforcement, MSPs can maintain continuous visibility, reduce manual oversight, and ensure that data governance evolves alongside client environments.</p>
<h3>Related topics:</h3>
</div>
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</p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
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		<title>The Week in Charts (11/7/25)</title>
		<link>https://xtadalafix.com/the-week-in-charts-11-7-25/</link>
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		<dc:creator><![CDATA[xtadalafix]]></dc:creator>
		<pubDate>Sat, 13 Jun 2026 01:46:35 +0000</pubDate>
				<category><![CDATA[Uncategorized]]></category>
		<guid isPermaLink="false">https://xtadalafix.com/the-week-in-charts-11-7-25/</guid>

					<description><![CDATA[View the video of this post here. &#x1f4ca; Weekly chart breakdowns. &#x1f30e;Big-picture market themes. &#x1f3af;Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1) Active Managers Go All-In Active managers reduced their equity exposure down to 35% back in April [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<p class="wp-block-paragraph">View the <strong>video of this post here</strong>.</p>
<p><iframe loading="lazy" title="Active Managers Go All-In | The Week in Charts (11/3/25) | Charlie Bilello | Creative Planning" width="640" height="360" src="https://www.youtube.com/embed/iXdUaXD0Fdw?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></p>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph">&#x1f4ca; Weekly chart breakdowns.</p>
<p class="wp-block-paragraph">&#x1f30e;Big-picture market themes.</p>
<p class="wp-block-paragraph">&#x1f3af;Actionable insights.</p>
<p class="wp-block-paragraph"><strong><span style="text-decoration: underline;">Subscribe to our YouTube channel HERE</span></strong> to separate the signal<strong> </strong>from the noise.</p>
<figure class="wp-block-image size-large"></figure>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph"><strong>The most important charts and themes in markets and investing</strong>…</p>
<p class="wp-block-paragraph"><strong>1) Active Managers Go All-In</strong></p>
<p class="wp-block-paragraph">Active managers reduced their equity exposure down to 35% back in April when the S&amp;P 500 fell below 5,000.</p>
<p class="wp-block-paragraph">Last week, their equity exposure jumped over 100% (leveraged long) with the S&amp;P 500 at 6,900.</p>
<p class="wp-block-paragraph">This was their highest equity exposure since July 2024. What happened back then? </p>
<p class="wp-block-paragraph">A -10% correction in the S&amp;P 500.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="578" src="https://bilello.blog/wp-content/uploads/2025/11/SP-vs.-active-manager-equity-exposure-10-30.png" alt="" class="wp-image-15760" srcset="https://bilello.blog/wp-content/uploads/2025/11/SP-vs.-active-manager-equity-exposure-10-30.png 839w, https://bilello.blog/wp-content/uploads/2025/11/SP-vs.-active-manager-equity-exposure-10-30-300x207.png 300w, https://bilello.blog/wp-content/uploads/2025/11/SP-vs.-active-manager-equity-exposure-10-30-768x529.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph"><strong>2) Few Bears Left</strong></p>
<p class="wp-block-paragraph">The % of Bears in the Investors Intelligence sentiment index moved down to 13.5% last week, which is below 98% of historical readings.</p>
<p class="wp-block-paragraph">It’s also lowest level we’ve seen since January 2018. What followed that?</p>
<p class="wp-block-paragraph">A -12% correction in the S&amp;P 500.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="765" height="444" src="https://bilello.blog/wp-content/uploads/2025/11/SP-vs.-investors-intelligence-bears-10-29-25.png" alt="" class="wp-image-15761" srcset="https://bilello.blog/wp-content/uploads/2025/11/SP-vs.-investors-intelligence-bears-10-29-25.png 765w, https://bilello.blog/wp-content/uploads/2025/11/SP-vs.-investors-intelligence-bears-10-29-25-300x174.png 300w" sizes="auto, (max-width: 765px) 100vw, 765px"/></figure>
<p class="wp-block-paragraph"><strong>3) The Most Extreme Valuation I’ve Ever Seen</strong></p>
<p class="wp-block-paragraph">Palantir traded at over 240x forward earnings earlier this week, the highest valuation for a company of its size ($491 billion market cap) that I’ve ever seen.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="629" src="https://bilello.blog/wp-content/uploads/2025/11/pltr-forward-pe-ratio-11-4.png" alt="" class="wp-image-15763" srcset="https://bilello.blog/wp-content/uploads/2025/11/pltr-forward-pe-ratio-11-4.png 839w, https://bilello.blog/wp-content/uploads/2025/11/pltr-forward-pe-ratio-11-4-300x225.png 300w, https://bilello.blog/wp-content/uploads/2025/11/pltr-forward-pe-ratio-11-4-768x576.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph">The S&amp;P 500 is currently trading around 3x forward sales.</p>
<p class="wp-block-paragraph">What about Palantir? 87x</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="564" src="https://bilello.blog/wp-content/uploads/2025/11/palantir-forward-price-to-sales-ratio-11-4-25.png" alt="" class="wp-image-15765" srcset="https://bilello.blog/wp-content/uploads/2025/11/palantir-forward-price-to-sales-ratio-11-4-25.png 839w, https://bilello.blog/wp-content/uploads/2025/11/palantir-forward-price-to-sales-ratio-11-4-25-300x202.png 300w, https://bilello.blog/wp-content/uploads/2025/11/palantir-forward-price-to-sales-ratio-11-4-25-768x516.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph"><strong>4)</strong> <strong>The $5 Trillion Club</strong></p>
<p class="wp-block-paragraph">10 years ago Nvidia had a market cap of $15 billion.</p>
<p class="wp-block-paragraph">Last week it became the world’s first $5 trillion company.</p>
<p class="wp-block-paragraph">That’s a 335x increase.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="671" height="453" src="https://bilello.blog/wp-content/uploads/2025/11/nvda-market-cap-10-29.png" alt="" class="wp-image-15768" srcset="https://bilello.blog/wp-content/uploads/2025/11/nvda-market-cap-10-29.png 671w, https://bilello.blog/wp-content/uploads/2025/11/nvda-market-cap-10-29-300x203.png 300w" sizes="auto, (max-width: 671px) 100vw, 671px"/></figure>
<p class="wp-block-paragraph"><strong>5)</strong> <strong>Record Concentration and the Narrowing Advance</strong></p>
<p class="wp-block-paragraph">The outperformance of big tech is leading to more record highs in terms of concentration within the S&amp;P 500:</p>
<p class="wp-block-paragraph">-Nvidia now makes up 8.6% of the S&amp;P 500, the highest weighting for any single stock in the index on record.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="799" height="541" src="https://bilello.blog/wp-content/uploads/2025/11/top-holding-nvda-10-31-25.png" alt="" class="wp-image-15769" srcset="https://bilello.blog/wp-content/uploads/2025/11/top-holding-nvda-10-31-25.png 799w, https://bilello.blog/wp-content/uploads/2025/11/top-holding-nvda-10-31-25-300x203.png 300w, https://bilello.blog/wp-content/uploads/2025/11/top-holding-nvda-10-31-25-768x520.png 768w" sizes="auto, (max-width: 799px) 100vw, 799px"/></figure>
<p class="wp-block-paragraph">-Nvidia, Microsoft, and Apple represent over 22% of the index, the highest on record for any 3 stocks.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="753" height="483" src="https://bilello.blog/wp-content/uploads/2025/11/top-3-holdings-SP-weight-10-31-25-1.png" alt="" class="wp-image-15771" srcset="https://bilello.blog/wp-content/uploads/2025/11/top-3-holdings-SP-weight-10-31-25-1.png 753w, https://bilello.blog/wp-content/uploads/2025/11/top-3-holdings-SP-weight-10-31-25-1-300x192.png 300w" sizes="auto, (max-width: 753px) 100vw, 753px"/></figure>
<p class="wp-block-paragraph">-The top 5 holdings in the S&amp;P 500 now make up over 29% of the index, the highest concentration we’ve seen.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="792" height="438" src="https://bilello.blog/wp-content/uploads/2025/11/top-5-holdings-SP-10-31-25.png" alt="" class="wp-image-15772" srcset="https://bilello.blog/wp-content/uploads/2025/11/top-5-holdings-SP-10-31-25.png 792w, https://bilello.blog/wp-content/uploads/2025/11/top-5-holdings-SP-10-31-25-300x166.png 300w, https://bilello.blog/wp-content/uploads/2025/11/top-5-holdings-SP-10-31-25-768x425.png 768w" sizes="auto, (max-width: 792px) 100vw, 792px"/></figure>
<p class="wp-block-paragraph">-The top 10 holdings in the S&amp;P 500 now make up over 40% of the index, the highest concentration on record.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="723" height="431" src="https://bilello.blog/wp-content/uploads/2025/11/top-10-holdings-weight-SP-10-31-25.png" alt="" class="wp-image-15773" srcset="https://bilello.blog/wp-content/uploads/2025/11/top-10-holdings-weight-SP-10-31-25.png 723w, https://bilello.blog/wp-content/uploads/2025/11/top-10-holdings-weight-SP-10-31-25-300x179.png 300w" sizes="auto, (max-width: 723px) 100vw, 723px"/></figure>
<p class="wp-block-paragraph">The average stock in the S&amp;P 500 is up 42% over the past 3 years versus an 86% gain for the cap-weighted index.</p>
<p class="wp-block-paragraph">As a result of this underperformance, the ratio of the S&amp;P 500 Equal Weight to the S&amp;P 500 is now at its lowest level since 2003.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="566" src="https://bilello.blog/wp-content/uploads/2025/11/equal-weight-to-SP-500-ratio-10-31-25.png" alt="" class="wp-image-15774" srcset="https://bilello.blog/wp-content/uploads/2025/11/equal-weight-to-SP-500-ratio-10-31-25.png 840w, https://bilello.blog/wp-content/uploads/2025/11/equal-weight-to-SP-500-ratio-10-31-25-300x202.png 300w, https://bilello.blog/wp-content/uploads/2025/11/equal-weight-to-SP-500-ratio-10-31-25-768x517.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph">While the major indices all hit record highs in October, many individual stocks did not.</p>
<p class="wp-block-paragraph">In fact, 40% of the Nasdaq 100, 42% of the S&amp;P 500, and 52% of the Russell 2000 were down on the year at October’s end.</p>
<p class="wp-block-paragraph">The market still looks strong, but it’s becoming a narrowing advance.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="723" height="514" src="https://bilello.blog/wp-content/uploads/2025/11/mallouk-323-negative-ytd-returns.png" alt="" class="wp-image-15775" srcset="https://bilello.blog/wp-content/uploads/2025/11/mallouk-323-negative-ytd-returns.png 723w, https://bilello.blog/wp-content/uploads/2025/11/mallouk-323-negative-ytd-returns-300x213.png 300w" sizes="auto, (max-width: 723px) 100vw, 723px"/></figure>
<p class="wp-block-paragraph"><strong>6) Big Tech, Big Profits</strong></p>
<p class="wp-block-paragraph">It was another record quarter for Big Tech, with:</p>
<ul class="wp-block-list">
<li><strong>Apple</strong> Revenues growing 8% YoY to a <strong>new Q3 record </strong>of $102 billion and Net Income growing 92% YoY to a <strong>new Q3 record</strong> of $27 billion.</li>
<li><strong>Google</strong> Revenues growing 16% YoY to a <strong>new record high</strong> of $102 billion and Net Income growing 33% YoY to a <strong>new record high</strong> of $35 billion.</li>
<li><strong>Microsoft </strong>Revenues growing 18% YoY to a <strong>new record high </strong>of $78 billion and Net Income growing 12% YoY to a <strong>new record high </strong>of $28 billion.</li>
<li><strong>Amazon </strong>Revenues growing 13% YoY to a <strong>new Q3 record of $180 billion</strong> and Net Income growing 38% YoY to a <strong>new record high of $33 billion.</strong></li>
</ul>
<p class="wp-block-paragraph">The combined<strong> </strong>revenues of these four companies hit a record $1.8 trillion over the last 12 months, which was larger than the GDP of all but 15 countries.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="503" src="https://bilello.blog/wp-content/uploads/2025/11/big-4-revenues-11-2-25.png" alt="" class="wp-image-15776" srcset="https://bilello.blog/wp-content/uploads/2025/11/big-4-revenues-11-2-25.png 839w, https://bilello.blog/wp-content/uploads/2025/11/big-4-revenues-11-2-25-300x180.png 300w, https://bilello.blog/wp-content/uploads/2025/11/big-4-revenues-11-2-25-768x460.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph"><strong>7) More Rate Cuts and the End of QT</strong></p>
<p class="wp-block-paragraph">The Fed cut interest rates another 25 bps last week, bringing the Fed Funds Rate down to a new range of 3.75-4.00%. They have now cut rates a total of 150 bps since September 2024 and are expected to cut another 25 bps at the December meeting, bringing the Fed Funds Rate down to 3.50-3.75%.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="842" height="566" src="https://bilello.blog/wp-content/uploads/2025/11/fed-funds-rate-11-7-25.png" alt="" class="wp-image-15789" srcset="https://bilello.blog/wp-content/uploads/2025/11/fed-funds-rate-11-7-25.png 842w, https://bilello.blog/wp-content/uploads/2025/11/fed-funds-rate-11-7-25-300x202.png 300w, https://bilello.blog/wp-content/uploads/2025/11/fed-funds-rate-11-7-25-768x516.png 768w" sizes="auto, (max-width: 842px) 100vw, 842px"/></figure>
<p class="wp-block-paragraph">The Fed’s balance sheet is now at its lowest level since April 2020, down $2.4 trillion from its peak in April 2022. That’s a 26.7% decline, the largest on record.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="841" height="565" src="https://bilello.blog/wp-content/uploads/2025/11/fed-balance-sheet-total-assets-11-7-25.png" alt="" class="wp-image-15787" srcset="https://bilello.blog/wp-content/uploads/2025/11/fed-balance-sheet-total-assets-11-7-25.png 841w, https://bilello.blog/wp-content/uploads/2025/11/fed-balance-sheet-total-assets-11-7-25-300x202.png 300w, https://bilello.blog/wp-content/uploads/2025/11/fed-balance-sheet-total-assets-11-7-25-768x516.png 768w" sizes="auto, (max-width: 841px) 100vw, 841px"/></figure>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="842" height="565" src="https://bilello.blog/wp-content/uploads/2025/11/Fed-balance-sheet-drawdown-11-7-25.png" alt="" class="wp-image-15788" srcset="https://bilello.blog/wp-content/uploads/2025/11/Fed-balance-sheet-drawdown-11-7-25.png 842w, https://bilello.blog/wp-content/uploads/2025/11/Fed-balance-sheet-drawdown-11-7-25-300x201.png 300w, https://bilello.blog/wp-content/uploads/2025/11/Fed-balance-sheet-drawdown-11-7-25-768x515.png 768w" sizes="auto, (max-width: 842px) 100vw, 842px"/></figure>
<p class="wp-block-paragraph">How much more QT is needed to unwind all of the QE from March 2020 through April 2022?</p>
<p class="wp-block-paragraph">$2.4 trillion.</p>
<p class="wp-block-paragraph">Is that going to happen?</p>
<p class="wp-block-paragraph">No. At the FOMC meeting last week, the Fed said QT will end on December 1 of this year.</p>
<p class="wp-block-paragraph">What happens after that?</p>
<p class="wp-block-paragraph">If history is any guide, likely a move back to QE in the not too distant future.</p>
<p class="wp-block-paragraph"><strong>8) More Sellers Than Buyers</strong></p>
<p class="wp-block-paragraph">US Home Prices rose 1.5% over the last year, the slowest growth rate in more than two years.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="669" height="499" src="https://bilello.blog/wp-content/uploads/2025/11/home-prices-yoy-shiller-updated-august-2025-10-30-25.png" alt="" class="wp-image-15777" srcset="https://bilello.blog/wp-content/uploads/2025/11/home-prices-yoy-shiller-updated-august-2025-10-30-25.png 669w, https://bilello.blog/wp-content/uploads/2025/11/home-prices-yoy-shiller-updated-august-2025-10-30-25-300x224.png 300w" sizes="auto, (max-width: 669px) 100vw, 669px"/></figure>
<p class="wp-block-paragraph">9 cities in the Case-Shiller 20-city index now have a negative 1-year return and with sellers outnumbering buyers by an estimated 500k, that number is likely to grow in the coming months.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="880" height="508" src="https://bilello.blog/wp-content/uploads/2025/11/shiller-hpa-by-city-10-30-25.png" alt="" class="wp-image-15778" srcset="https://bilello.blog/wp-content/uploads/2025/11/shiller-hpa-by-city-10-30-25.png 880w, https://bilello.blog/wp-content/uploads/2025/11/shiller-hpa-by-city-10-30-25-300x173.png 300w, https://bilello.blog/wp-content/uploads/2025/11/shiller-hpa-by-city-10-30-25-768x443.png 768w" sizes="auto, (max-width: 880px) 100vw, 880px"/></figure>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="860" src="https://bilello.blog/wp-content/uploads/2025/11/image-1024x860.png" alt="" class="wp-image-15780" srcset="https://bilello.blog/wp-content/uploads/2025/11/image-1024x860.png 1024w, https://bilello.blog/wp-content/uploads/2025/11/image-300x252.png 300w, https://bilello.blog/wp-content/uploads/2025/11/image-768x645.png 768w, https://bilello.blog/wp-content/uploads/2025/11/image.png 1117w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph"><strong>9) A Few Interesting Stats…</strong></p>
<p class="wp-block-paragraph"><strong>a) “Sell in May and Go Away”</strong></p>
<p class="wp-block-paragraph">There’s no evidence supporting this catchy saying as the market has still been positive 72% of the time from May through October with an average annualized gain of 6.6%.</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="364" src="https://bilello.blog/wp-content/uploads/2025/11/sell-in-may-chart-5-31-25-1024x364.png" alt="" class="wp-image-15767" srcset="https://bilello.blog/wp-content/uploads/2025/11/sell-in-may-chart-5-31-25-1024x364.png 1024w, https://bilello.blog/wp-content/uploads/2025/11/sell-in-may-chart-5-31-25-300x107.png 300w, https://bilello.blog/wp-content/uploads/2025/11/sell-in-may-chart-5-31-25-768x273.png 768w, https://bilello.blog/wp-content/uploads/2025/11/sell-in-may-chart-5-31-25.png 1244w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph">This year, the market did much better than that, with the S&amp;P 500 gaining 24% from May through October.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="712" height="412" src="https://bilello.blog/wp-content/uploads/2025/11/buy-in-may-and-stay-10-31-25.png" alt="" class="wp-image-15766" srcset="https://bilello.blog/wp-content/uploads/2025/11/buy-in-may-and-stay-10-31-25.png 712w, https://bilello.blog/wp-content/uploads/2025/11/buy-in-may-and-stay-10-31-25-300x174.png 300w" sizes="auto, (max-width: 712px) 100vw, 712px"/></figure>
<p class="wp-block-paragraph">b) 72% of all US data-center capacity is sitting in just 1% of counties.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="697" height="466" src="https://bilello.blog/wp-content/uploads/2025/11/data-center-capacity-map-11-4-25.png" alt="" class="wp-image-15781" srcset="https://bilello.blog/wp-content/uploads/2025/11/data-center-capacity-map-11-4-25.png 697w, https://bilello.blog/wp-content/uploads/2025/11/data-center-capacity-map-11-4-25-300x201.png 300w" sizes="auto, (max-width: 697px) 100vw, 697px"/></figure>
<p class="wp-block-paragraph">c) The Ratio of the Defensive Consumer Staples ETF to the S&amp;P 500 ETF has moved down to its lowest level on record, below where it stood at the dot-com bubble peak in March 2000.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="841" height="565" src="https://bilello.blog/wp-content/uploads/2025/11/xlp-spy-11-4-25.png" alt="" class="wp-image-15782" srcset="https://bilello.blog/wp-content/uploads/2025/11/xlp-spy-11-4-25.png 841w, https://bilello.blog/wp-content/uploads/2025/11/xlp-spy-11-4-25-300x202.png 300w, https://bilello.blog/wp-content/uploads/2025/11/xlp-spy-11-4-25-768x516.png 768w" sizes="auto, (max-width: 841px) 100vw, 841px"/></figure>
<p class="wp-block-paragraph">d) Apple has bought back $709 billion in stock over the past 10 years, which is greater than the market cap of 487 companies in the S&amp;P 500.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="838" height="502" src="https://bilello.blog/wp-content/uploads/2025/11/apple-buybacks-11-3-25.png" alt="" class="wp-image-15783" srcset="https://bilello.blog/wp-content/uploads/2025/11/apple-buybacks-11-3-25.png 838w, https://bilello.blog/wp-content/uploads/2025/11/apple-buybacks-11-3-25-300x180.png 300w, https://bilello.blog/wp-content/uploads/2025/11/apple-buybacks-11-3-25-768x460.png 768w" sizes="auto, (max-width: 838px) 100vw, 838px"/></figure>
<p class="wp-block-paragraph">e) $10,000 invested in Amazon at its IPO in May 1997 is worth nearly $25 million today.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="570" src="https://bilello.blog/wp-content/uploads/2025/11/growth-of-10k-amazon-10-31.png" alt="" class="wp-image-15784" srcset="https://bilello.blog/wp-content/uploads/2025/11/growth-of-10k-amazon-10-31.png 840w, https://bilello.blog/wp-content/uploads/2025/11/growth-of-10k-amazon-10-31-300x204.png 300w, https://bilello.blog/wp-content/uploads/2025/11/growth-of-10k-amazon-10-31-768x521.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph">And that’s it for this week. Thanks for reading!</p>
<p class="wp-block-paragraph">Every week I do a video breaking down the most important charts and themes in markets and investing. <strong>Subscribe to our YouTube channel HERE</strong> for the latest content.</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="489" src="https://bilello.blog/wp-content/uploads/2025/11/asset-class-returns-11-7-25-1024x489.png" alt="" class="wp-image-15790" srcset="https://bilello.blog/wp-content/uploads/2025/11/asset-class-returns-11-7-25-1024x489.png 1024w, https://bilello.blog/wp-content/uploads/2025/11/asset-class-returns-11-7-25-300x143.png 300w, https://bilello.blog/wp-content/uploads/2025/11/asset-class-returns-11-7-25-768x366.png 768w, https://bilello.blog/wp-content/uploads/2025/11/asset-class-returns-11-7-25.png 1155w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph">Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.</p>
</div>
<p></p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
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		<title>How to Choose Thin vs Thick Provisioning for MSP Workloads</title>
		<link>https://xtadalafix.com/how-to-choose-thin-vs-thick-provisioning-for-msp-workloads/</link>
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		<pubDate>Thu, 11 Jun 2026 01:29:25 +0000</pubDate>
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					<description><![CDATA[Key Points Workload Classification: Segment virtual machines by behavior, SLA tier, and performance needs to determine whether thin or thick provisioning best supports each workload. Thin Provisioning Efficiency: Thin provisioning maximizes storage utilization by allocating space on demand but requires continuous monitoring, headroom management, and reclaim operations to prevent over-commitment. Thick Provisioning Performance: Thick (especially [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<div class="in-context-cta">
<h2 style="margin-top:0">Key Points</h2>
<ul>
<li>Workload Classification: Segment virtual machines by behavior, SLA tier, and performance needs to determine whether thin or thick provisioning best supports each workload.</li>
<li>Thin Provisioning Efficiency: Thin provisioning maximizes storage utilization by allocating space on demand but requires continuous monitoring, headroom management, and reclaim operations to prevent over-commitment.</li>
<li>Thick Provisioning Performance: Thick (especially eager-zeroed) provisioning guarantees consistent latency and reliability for critical or write-intensive workloads by preallocating storage upfront.</li>
<li>Provisioning Strategy Alignment: Match provisioning type to workload volatility, IOPS and latency targets, and risk tolerance to balance efficiency with predictable performance.</li>
<li>Optimization Practices: Use deduplication, compression, and snapshot hygiene to improve effective capacity while maintaining SLA compliance and avoiding false capacity readings.</li>
<li>Continuous Monitoring and Adjustment: Regularly track latency, throughput, datastore capacity, and reclaim yield, then adjust provisioning policies based on real performance data to sustain efficiency and reliability.</li>
</ul>
</div>
<p>For managed service providers (MSPs), storage efficiency and performance depend largely on making smart decisions when choosing between <strong>thin vs. thick provisioning</strong>. Each approach can offer unique advantages and trade-offs, so when choosing the right method, you should always think about aligning workloads with operational profiles, Service Level Agreement (SLA) demands, and risk tolerance.</p>
<p>This guide provides a structured, data-driven framework to help you classify workflows, select the appropriate provisioning strategy, and operationalize it. Keep reading to learn more.</p>
<h2>Step-by-step framework for selecting and managing provisioning</h2>
<p>Both thick and thin provisioning have distinct strengths. Most MSP environments can benefit from using both if applied strategically based on workload behavior, SLA requirements, and operational risk. To help you, here’s a six-step process to evaluate, implement, and maintain the right provisioning method for each workload.</p>
<p>&#x1f4cc; <strong>Prerequisites</strong>:</p>
<ul>
<li>Defined SLA tiers (RPO/RTO, P95 latency, IOPS/throughput targets)</li>
<li>Visibility into datastore capacity, per-VM growth, and snapshot usage</li>
<li>Storage features inventory (dedupe/compression, UNMAP/Trim support)</li>
<li>Maintenance/change windows for zeroing and data migration</li>
<li>Runbooks for reclaim, snapshot hygiene, and alert thresholds</li>
</ul>
<h3>Step 1: Classify workloads before you choose</h3>
<p>First, you must understand how each workload behaves, as not all virtual machines (VMs) consume storage the same way. For example, some generate constant, predictable I/O (input/output), while others spike unpredictably or depend heavily on snapshots and backups. By classifying workloads upfront, you can make provisioning decisions that align with real-world performance needs and avoid under- and over-allocation of resources.</p>
<p>&#x1f4cc; <strong>Goal</strong>: Segment VMs by behavior to drive clear, data-based provisioning choices.</p>
<p>Actions:</p>
<ol>
<li>Bucket workloads by type:</li>
</ol>
<ul>
<li style="list-style-type:none">
<ul style="list-style-type:disc">
<li>Latency-sensitive (DB/OLTP)</li>
<li>Throughput-heavy (file servers, backup proxies)</li>
<li>Bursty or variable (applications, VDI)</li>
<li>Steady (infrastructure services)</li>
</ul>
</li>
</ul>
<ol start="2">
<li>Note snapshot, replication, and backup behavior:</li>
</ol>
<ul>
<li style="list-style-type:none">
<ul style="list-style-type:disc">
<li>Track snapshot frequency and retention, as frequent snapshots consume extra space.</li>
<li>Identify replication schedules and backup types (agent-based or image-level), as these affect temporary datastore usage.</li>
</ul>
</li>
</ul>
<ol start="3">
<li>Record baseline usage and growth:</li>
</ol>
<ul>
<li style="list-style-type:none">
<ul style="list-style-type:disc">
<li>Measure current disk utilization, weekly growth rate, and peak patterns.</li>
<li>Use these trends to forecast capacity and set thresholds for alerts or auto-scaling.</li>
</ul>
</li>
</ul>
<p>&#x1f4cc; <strong>Outcome</strong>: A workload classification matrix linking each VM type to its recommended provisioning model, ensuring consistent, SLA-aligned deployment decisions.</p>
<h3>Step 2: Decide thin vs thick by SLA and risk</h3>
<p>After classifying workloads, align provisioning choices with performance expectations and risk tolerance. Your decision between thin and thick provisioning should reflect each workload’s SLA targets.</p>
<p>&#x1f4cc; <strong>Goal</strong>: Match the provisioning method to each workload’s SLA, performance demand, and acceptable level of storage risk.</p>
<p><strong>Actions:</strong></p>
<ul>
<li>Use thin provisioning for flexible or uncertain growth:
<ul>
<li>Ideal for bursty or variable workloads where space needs are unpredictable.</li>
<li>Maintain a strict free-space buffer (20-30%) to prevent datastore exhaustion.</li>
<li>Enable growth-rate and capacity alerts to flag rapid expansion before it becomes critical.</li>
</ul>
</li>
</ul>
<ul>
<li>Use thick provisioning for predictable or critical performance:
<ul>
<li>Best for workloads with low latency requirements, steady I/O, or strict SLAs.</li>
<li>Prevents over-commitment issues since space is reserved upfront.</li>
<li>Provides consistent write performance with minimal fragmentation risk.</li>
</ul>
</li>
</ul>
<ul>
<li>Choose eager-zeroed thick for write-intensive or high-priority systems:
<ul>
<li>Eliminates the initial write penalty by pre-zeroing blocks in advance.</li>
<li>Schedule zeroing tasks during maintenance windows to avoid performance impact.</li>
<li>Suitable for databases, transactional systems, and other latency-critical services.</li>
</ul>
</li>
</ul>
<p>&#x1f4cc; <strong>Outcome</strong>: A clear provisioning policy that assigns a default thin or thick approach per workload bucket, with any justified exceptions documented.</p>
<h3>Step 3: Implement the appropriate VMware storage type</h3>
<h4>Implement thin provisioning with guardrails</h4>
<p>Thin provisioning delivers excellent storage efficiency and flexibility. However, it can easily lead to space exhaustion and performance issues without proper controls. To safely leverage its benefits, you must enforce proactive monitoring, automated reclaim, and quota-based governance.</p>
<p>&#x1f4cc; <strong>Goal</strong>: Maximize storage utilization through thin provisioning while minimizing the risk of unexpected capacity shortfalls.</p>
<p>Actions:</p>
<ul>
<li>Set datastore and VM-level alerts:
<ul>
<li>Configure warning and critical thresholds for datastore free space (e.g., 30% and 15%).</li>
<li>Track per-VM growth rates to catch runaway consumption early.</li>
<li>Enforce snapshot age and size limits to prevent snapshot sprawl.</li>
</ul>
</li>
<li>Enable and schedule space reclaim:
<ul>
<li>Turn on UNMAP/Trim on supported storage systems to automatically return unused blocks to the pool.</li>
<li>Schedule periodic reclaim tasks and verify that reclaimed space is accurately reflected in capacity reports.</li>
</ul>
</li>
<li>Apply quotas and reservations for high-risk tenants or projects to prevent them from over-consuming resources.</li>
</ul>
<p>&#x1f4cc; <strong>Outcome</strong>: A thin provisioning environment that runs efficiently, backed by automated monitoring, periodic reclaim, and usage controls.</p>
<h4>Implement thick (lazy or eager) provisioning for performance predictability</h4>
<p>Thick provisioning ensures consistent, predictable performance by preallocating storage space. It eliminates the uncertainty of dynamic growth and minimizes latency variability, making it ideal for workloads where reliability and response time outweigh capacity efficiency.</p>
<p>&#x1f4cc; <strong>Goal</strong>: Guarantee consistent performance and low latency for high-priority or write-intensive workloads.</p>
<p>Actions:</p>
<ul>
<li>Use eager-zeroed for critical write paths:
<ul>
<li>Choose eager-zeroed thick disks when first-write latency matters.</li>
<li>Pre-zero blocks during maintenance or deployment windows to avoid performance dips during live operations.</li>
</ul>
</li>
<li>Optimize placement and storage tiers:
<ul>
<li>Host thick-provisioned VMs on lower-contention tiers or high-performance datastores.</li>
<li>Confirm queue depths and IOPS headroom to ensure critical workloads do not compete with others for I/O resources.</li>
</ul>
</li>
<li>Reserve capacity to prevent contention:
<ul>
<li>Maintain a documented minimum free space buffer to protect against noisy-neighbor effects.</li>
<li>Capacity reservations help uphold SLA guarantees and prevent resource starvation during peak load.</li>
</ul>
</li>
</ul>
<p>&#x1f4cc; <strong>Outcome</strong>: A thick provisioning strategy that provides stable, predictable performance with clearly defined capacity costs.</p>
<h3>Step 4: Optimize with dedupe or compression and snapshots</h3>
<p>After implementing your chosen provisioning, start fine-tuning efficiency without compromising performance. Carefully apply dedupe (deduplication), compression, and snapshot management to significantly improve storage utilization while avoiding hidden performance costs or false capacity readings.</p>
<p>&#x1f4cc; <strong>Goal</strong>: Achieve the best balance between performance, efficiency, and data protection.</p>
<p>Actions:</p>
<ul>
<li>Use dedupe and compression wisely:
<ul>
<li>On thin-provisioned storage, enable deduplication and compression to reclaim additional space and increase effective capacity.</li>
<li>Regularly test critical workloads (e.g., databases, real-time apps) to verify there’s no negative impact on I/O performance.</li>
</ul>
</li>
<li>Manage snapshots proactively:
<ul>
<li>Keep snapshot chains short to prevent performance degradation and excess space consumption.</li>
<li>Enforce automatic cleanup or retention policies to remove old snapshots regularly.</li>
<li>Align snapshot schedules with backup windows to avoid “snapshot creep” or the slow buildup of snapshots that silently consume large amounts of storage.</li>
</ul>
</li>
<li>Track capacity:
<ul>
<li>Monitor logical capacity (the total allocated or reported size) and physical capacity (actual disk usage).</li>
<li>Use these metrics to detect false headroom situations, where thin provisioning and dedupe make available space appear larger than it truly is.</li>
</ul>
</li>
</ul>
<p>&#x1f4cc; <strong>Outcome</strong>: Improved storage efficiency and performance alignment, with higher effective utilization that supports SLA targets.</p>
<h3>Step 5: Monitor, reclaim, and iterate</h3>
<p>Workloads evolve, usage patterns shift, and performance demands change over time. Therefore, continuous monitoring and adjustment are crucial to ensure efficient and reliable storage. To tune provisioning strategy and sustain SLA compliance, you want to base operations on real telemetry rather than static assumptions.</p>
<p>&#x1f4cc; <strong>Goal</strong>: Operate through ongoing measurement and optimization to turn monitoring data into actionable improvements.</p>
<p>Actions:</p>
<ul>
<li>Track key indicators to understand how storage is behaving in real time, including:
<ul>
<li>P95 latency</li>
<li>IOPS</li>
<li>Throughput</li>
<li>Datastore free %</li>
<li>VM growth rate</li>
<li>Dedupe/compression ratio</li>
<li>Reclaim yield (how much space is recovered through UNMAP/Trim)</li>
</ul>
</li>
<li>Trend data and adjust provisioning defaults:
<ul>
<li>Analyze metrics per workload class (e.g., database, file, app, infrastructure) to see how each behaves over time.</li>
<li>Review quarterly to adjust defaults.</li>
<li>Update alert thresholds and reclaim schedules as environments grow or change.</li>
</ul>
</li>
<li>Integrate findings into operational reviews (QBRs):
<ul>
<li>Include capacity and performance posture in Quarterly Business Reviews to demonstrate proactive management.</li>
<li>Highlight recommended changes (e.g., moving specific VMs, resizing datastores, tuning reclaim frequency).</li>
</ul>
</li>
</ul>
<p>&#x1f4cc; <strong>Outcome</strong>: A living provisioning policy that adapts continuously to workload behavior and infrastructure trends.</p>
<h2>What is the difference between thick and thin provisioning?</h2>
<p>Thick and thin provisioning are two methods of allocating storage space for virtual machines (VMs) or applications. The key difference lies in when and how disk space is reserved on the storage system.</p>
<h3>Thick provisioning</h3>
<p>With thick provisioning, the full amount of storage is allocated up front when the disk is created, ensuring consistent performance and eliminating the risk of running out of capacity during operations. However, if the allocated space isn’t fully used, it can lead to underutilized storage.</p>
<ul>
<li>Preallocates the entire disk capacity at creation</li>
<li>Guarantees performance and space availability</li>
<li>Simpler to manage and predict</li>
<li>Less storage-efficient due to unused reserved space</li>
</ul>
<h3>Thin provisioning</h3>
<p>Thin provisioning allocates storage dynamically. It assigns physical space only as data is written. This maximizes utilization and allows more VMs to share the same datastore, but it requires active monitoring to avoid over-commitment and potential space exhaustion.</p>
<ul>
<li>Allocates blocks on demand as data is written</li>
<li>Improves storage efficiency and consolidation</li>
<li>Requires monitoring to prevent overuse or outages</li>
<li>Can impact performance slightly under heavy write conditions</li>
</ul>
<h2>NinjaOne integration</h2>
<p>NinjaOne can help enhance the provisioning framework by automating classification, monitoring, and reporting tasks across virtualized environments.</p>
<table>
<tbody>
<tr>
<td style="text-align:center"><strong>Function</strong></td>
<td style="text-align:center"><strong>Description</strong></td>
<td style="text-align:center"><strong>Key benefits</strong></td>
</tr>
<tr>
<td>Classification and tagging</td>
<td>Automatically tag VMs based on their role, latency class, or workload type. Tags are then used to apply thin/thick provisioning policies and related alert profiles.</td>
<td>Simplifies policy enforcement and ensures consistent provisioning rules.</td>
</tr>
<tr>
<td>Monitoring policies</td>
<td>Provide dashboards tracking datastore free %, per-VM growth, snapshot count/age, and latency. Includes threshold-based ticketing for alerts.</td>
<td>Enables proactive issue detection and SLA-driven performance visibility.</td>
</tr>
<tr>
<td>Automation</td>
<td>Schedule automated reclaim jobs, snapshot hygiene tasks, and generate capacity reports comparing effective vs. physical utilization.</td>
<td>Reduces manual maintenance, improves space efficiency, and supports data-driven planning.</td>
</tr>
<tr>
<td>Runbooks and evidence</td>
<td>Store policy matrices, trend reports, and exception approvals in centralized documentation (e.g., NinjaOne Docs).</td>
<td>Ensures operational transparency, audit compliance, and quick reference for future adjustments.</td>
</tr>
</tbody>
</table>
<div class="quick-start-guide">
<h2><svg xmlns="http://www.w3.org/2000/svg" width="45" height="45" viewbox="0 0 45 45" fill="none"><path d="M41.4822 0H3.51778C1.57496 0 0 1.57496 0 3.51778V41.4822C0 43.425 1.57496 45 3.51778 45H41.4822C43.425 45 45 43.425 45 41.4822V3.51778C45 1.57496 43.425 0 41.4822 0Z" fill="#053856"/><path d="M30.4399 13.9904C28.9161 12.4475 26.9127 11.6737 24.4346 11.6737C23.0721 11.6737 21.8188 11.911 20.6794 12.3858C19.5401 12.8605 18.5859 13.5346 17.8168 14.4129V11.2654L12.2766 13.867V32.562H18.0779V22.4739C18.0779 20.6224 18.5099 19.2267 19.3787 18.2867C20.2474 17.3515 21.4105 16.8815 22.8727 16.8815C24.1877 16.8815 25.1894 17.285 25.8825 18.0968C26.5756 18.9086 26.9222 20.1334 26.9222 21.7808V32.562H32.7234V21.2728C32.7234 18.2393 31.9591 15.5285 30.4399 13.9856V13.9904Z" fill="#04FF88"/></svg>Quick-Start Guide</h2>
<p>NinjaOne can help manage both thin and thick provisioning for MSP workloads, though it doesn’t directly perform the provisioning itself. Here’s how NinjaOne supports this:</p>
<p>1. <b>Integration with Hypervisors</b></p>
<p>NinjaOne integrates with major hypervisors like VMware, Hyper-V, and others, allowing you to:</p>
<ul>
<li><b>Monitor storage usage</b> and performance for both thin and thick provisioned disks.</li>
<li><b>Set alerts</b> for low disk space or performance degradation, helping you avoid issues related to overcommitment (common with thin provisioning).</li>
</ul>
<p>2. <b>Automation and Reporting</b></p>
<ul>
<li><b>Automated Monitoring</b>: NinjaOne continuously monitors your environment, providing real-time insights into storage utilization and performance metrics.</li>
<li><b>Reporting</b>: Generate reports to analyze trends in storage usage, helping you decide whether thin or thick provisioning is more suitable for specific workloads.</li>
</ul>
<p>3. <b>Policy Management</b></p>
<ul>
<li><b>Custom Policies</b>: Create policies to enforce storage best practices, such as setting thresholds for storage utilization or performance metrics.</li>
<li><b>Alerts and Notifications</b>: Configure alerts to notify you when storage usage approaches critical levels, allowing proactive management.</li>
</ul>
<p>4. <b>Remote Management</b></p>
<ul>
<li><b>Remote Access</b>: Use NinjaOne’s remote desktop capabilities to troubleshoot storage issues or adjust provisioning settings on remote machines.</li>
</ul>
</div>
<h2>Properly provisioning virtual machine storage for MSP success</h2>
<p>Effective storage provisioning involves matching the right method to each workload’s behavior, SLA, and operational risk. By following the steps outlined above, MSPs can achieve both capacity efficiency and reliability. Just make sure to maintain continuous telemetry and quarterly adjustments to transform provisioning into a living, data-driven practice that evolves with the environment.</p>
<p><strong>Related topics</strong>:</p>
</div>
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</p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
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		<title>The Week in Charts (6/8/26)</title>
		<link>https://xtadalafix.com/the-week-in-charts-6-8-26/</link>
					<comments>https://xtadalafix.com/the-week-in-charts-6-8-26/#respond</comments>
		
		<dc:creator><![CDATA[xtadalafix]]></dc:creator>
		<pubDate>Tue, 09 Jun 2026 01:25:41 +0000</pubDate>
				<category><![CDATA[Uncategorized]]></category>
		<guid isPermaLink="false">https://xtadalafix.com/the-week-in-charts-6-8-26/</guid>

					<description><![CDATA[View the video of this post here. Tomorrow (6/9) at 2 PM ET, I’ll be joining YCharts for a Midyear Market Outlook. We’ll take a data-driven look at where markets stand today, what’s changed over the past six months, and what investors should be watching as we head into the second half of 2026. Topics will [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<p class="wp-block-paragraph">View the <strong>video of this post here</strong>.</p>
<p><iframe loading="lazy" title="Welcome to the Mania Phase | The Week in Charts (6/5/26) | Charlie Bilello | Creative Planning" width="640" height="360" src="https://www.youtube.com/embed/bXzTqIirby8?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></p>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph">Tomorrow (6/9) at 2 PM ET, I’ll be joining YCharts for a <strong>Midyear Market Outlook.</strong></p>
<p class="wp-block-paragraph">We’ll take a data-driven look at where markets stand today, what’s changed over the past six months, and what investors should be watching as we head into the second half of 2026.</p>
<p class="wp-block-paragraph">Topics will include:</p>
<ul class="wp-block-list">
<li>Why equity markets have remained so resilient</li>
<li>Is this time different?</li>
<li>Where the Fed is headed next</li>
<li>The charts and signals that matter most right now</li>
</ul>
<p class="wp-block-paragraph"><strong>Register HERE,</strong> open to all.</p>
<figure class="wp-block-image size-full"></figure>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph"><strong>The most important charts and themes in markets and investing</strong>…</p>
<p class="wp-block-paragraph"><strong>1) Welcome to the Mania Phase</strong></p>
<p class="wp-block-paragraph">Markets don’t move in a linear fashion. Neither does investor psychology.</p>
<p class="wp-block-paragraph">The rapid rebound from the March correction lows (+19% over 9 weeks) has been accompanied by a dramatic shift in sentiment.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="863" height="593" src="https://bilello.blog/wp-content/uploads/2026/06/SP-500-9-week-rallies-5-31-26.png" alt="" class="wp-image-16575" srcset="https://bilello.blog/wp-content/uploads/2026/06/SP-500-9-week-rallies-5-31-26.png 863w, https://bilello.blog/wp-content/uploads/2026/06/SP-500-9-week-rallies-5-31-26-300x206.png 300w, https://bilello.blog/wp-content/uploads/2026/06/SP-500-9-week-rallies-5-31-26-768x528.png 768w" sizes="auto, (max-width: 863px) 100vw, 863px"/></figure>
<p class="wp-block-paragraph">Back in March, there were widespread fears of recession.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="658" height="208" src="https://bilello.blog/wp-content/uploads/2026/06/image-1.png" alt="" class="wp-image-16576" srcset="https://bilello.blog/wp-content/uploads/2026/06/image-1.png 658w, https://bilello.blog/wp-content/uploads/2026/06/image-1-300x95.png 300w" sizes="auto, (max-width: 658px) 100vw, 658px"/></figure>
<p class="wp-block-paragraph">Today, investors are once again embracing risk.</p>
<p class="wp-block-paragraph">The most aggressive segments of the market – high-beta stocks, leveraged ETFs, meme stocks, and companies tied in any way to the AI narrative – have significantly outperformed during the rally:</p>
<ul class="wp-block-list">
<li>The Tech Sector ETF’s ($XLK) recent 47% rally over 9 weeks was its biggest 9-week advance ever, exceeding the parabolic move higher in late 1999.</li>
</ul>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="849" height="456" src="https://bilello.blog/wp-content/uploads/2026/06/xlk-9-weeks-5-29-26.png" alt="" class="wp-image-16577" srcset="https://bilello.blog/wp-content/uploads/2026/06/xlk-9-weeks-5-29-26.png 849w, https://bilello.blog/wp-content/uploads/2026/06/xlk-9-weeks-5-29-26-300x161.png 300w, https://bilello.blog/wp-content/uploads/2026/06/xlk-9-weeks-5-29-26-768x412.png 768w" sizes="auto, (max-width: 849px) 100vw, 849px"/></figure>
<ul class="wp-block-list">
<li>Semiconductor stocks ($SOXX ETF) have more than doubled on the year, far outpacing the broad market ($SPY +11%).</li>
</ul>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="579" src="https://bilello.blog/wp-content/uploads/2026/06/soxx-spy-6-3-26.png" alt="" class="wp-image-16578" srcset="https://bilello.blog/wp-content/uploads/2026/06/soxx-spy-6-3-26.png 840w, https://bilello.blog/wp-content/uploads/2026/06/soxx-spy-6-3-26-300x207.png 300w, https://bilello.blog/wp-content/uploads/2026/06/soxx-spy-6-3-26-768x529.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<ul class="wp-block-list">
<li>Money continues to pour into the Memory ETF ($DRAM) which became the fastest in history to hit $15 billion in AUM.</li>
</ul>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="571" src="https://bilello.blog/wp-content/uploads/2026/06/dram-aum-6-3-26.png" alt="" class="wp-image-16582" srcset="https://bilello.blog/wp-content/uploads/2026/06/dram-aum-6-3-26.png 840w, https://bilello.blog/wp-content/uploads/2026/06/dram-aum-6-3-26-300x204.png 300w, https://bilello.blog/wp-content/uploads/2026/06/dram-aum-6-3-26-768x522.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<ul class="wp-block-list">
<li>The 3x Semiconductor ETF ($SOXL) is up 1,550% over the last year. That’s a 16x return.</li>
</ul>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="582" src="https://bilello.blog/wp-content/uploads/2026/06/soxl-v-spy-6-3-26-1.png" alt="" class="wp-image-16579" srcset="https://bilello.blog/wp-content/uploads/2026/06/soxl-v-spy-6-3-26-1.png 839w, https://bilello.blog/wp-content/uploads/2026/06/soxl-v-spy-6-3-26-1-300x208.png 300w, https://bilello.blog/wp-content/uploads/2026/06/soxl-v-spy-6-3-26-1-768x533.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<ul class="wp-block-list">
<li>Meme stocks ($MEME ETF) and High Beta names ($SPHB ETF), which were in line with the market at the end of March, are now crushing the major indices.</li>
</ul>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="841" height="602" src="https://bilello.blog/wp-content/uploads/2026/06/meme-sphb-spy-6-2-26.png" alt="" class="wp-image-16580" srcset="https://bilello.blog/wp-content/uploads/2026/06/meme-sphb-spy-6-2-26.png 841w, https://bilello.blog/wp-content/uploads/2026/06/meme-sphb-spy-6-2-26-300x215.png 300w, https://bilello.blog/wp-content/uploads/2026/06/meme-sphb-spy-6-2-26-768x550.png 768w" sizes="auto, (max-width: 841px) 100vw, 841px"/></figure>
<ul class="wp-block-list">
<li>On the flip side, the ratio of the defensive Consumer Staples ETF ($XLP) to the S&amp;P 500 ETF ($SPY) has moved down to its lowest level on record, below where it stood at the dot-com bubble peak in March 2000.</li>
</ul>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="841" height="566" src="https://bilello.blog/wp-content/uploads/2026/06/xlp-spy-6-3-26-1.png" alt="" class="wp-image-16581" srcset="https://bilello.blog/wp-content/uploads/2026/06/xlp-spy-6-3-26-1.png 841w, https://bilello.blog/wp-content/uploads/2026/06/xlp-spy-6-3-26-1-300x202.png 300w, https://bilello.blog/wp-content/uploads/2026/06/xlp-spy-6-3-26-1-768x517.png 768w" sizes="auto, (max-width: 841px) 100vw, 841px"/></figure>
<p class="wp-block-paragraph">None of these signs necessarily mean a major top is imminent. Bull markets can continue far longer than most expect – and the mania phase can get even crazier from here.</p>
<p class="wp-block-paragraph">But periods of extreme optimism often coincide with elevated, unrealistic expectations. And the higher expectations rise, the harder they become to satisfy.</p>
<p class="wp-block-paragraph">Investors would be wise to remember that enthusiasm and fundamentals are not always the same thing.</p>
<p class="wp-block-paragraph"><strong>2) The Emerging Market Earnings Revival</strong></p>
<p class="wp-block-paragraph">One of the biggest surprises in global markets this year has been the dramatic improvement in emerging market earnings expectations.</p>
<p class="wp-block-paragraph">After years of disappointing profit growth (see 2015-2025), analysts have sharply increased their forecasts for 2026, with expected earnings for the MSCI Emerging Markets Index climbing nearly 50% to record highs.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="918" height="763" src="https://bilello.blog/wp-content/uploads/2026/06/eps-for-emerging-markets.png" alt="" class="wp-image-16583" srcset="https://bilello.blog/wp-content/uploads/2026/06/eps-for-emerging-markets.png 918w, https://bilello.blog/wp-content/uploads/2026/06/eps-for-emerging-markets-300x249.png 300w, https://bilello.blog/wp-content/uploads/2026/06/eps-for-emerging-markets-768x638.png 768w" sizes="auto, (max-width: 918px) 100vw, 918px"/></figure>
<p class="wp-block-paragraph">Much of this improvement is being driven by the technology sector, which is projected to account for more than 58% of all earnings growth in the index this year. Even more remarkable: three companies alone (Taiwan Semiconductor, Samsung Electronics, and SK Hynix) are expected to generate over half of total earnings growth for the entire emerging markets universe.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="921" height="760" src="https://bilello.blog/wp-content/uploads/2026/06/contribution-to-em-eps-growth.png" alt="" class="wp-image-16584" srcset="https://bilello.blog/wp-content/uploads/2026/06/contribution-to-em-eps-growth.png 921w, https://bilello.blog/wp-content/uploads/2026/06/contribution-to-em-eps-growth-300x248.png 300w, https://bilello.blog/wp-content/uploads/2026/06/contribution-to-em-eps-growth-768x634.png 768w" sizes="auto, (max-width: 921px) 100vw, 921px"/></figure>
<p class="wp-block-paragraph">The surge in earnings expectations comes at a time when emerging market valuations remain historically inexpensive relative to developed markets. While US stocks continue to trade at roughly 21 times forward earnings, well above their long-term average, emerging markets trade at just over 11 times earnings, below their own decade average and at nearly half the valuation of the U.S. market.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="869" height="622" src="https://bilello.blog/wp-content/uploads/2026/06/us-vs.-world-vs.-em-valuations.png" alt="" class="wp-image-16585" srcset="https://bilello.blog/wp-content/uploads/2026/06/us-vs.-world-vs.-em-valuations.png 869w, https://bilello.blog/wp-content/uploads/2026/06/us-vs.-world-vs.-em-valuations-300x215.png 300w, https://bilello.blog/wp-content/uploads/2026/06/us-vs.-world-vs.-em-valuations-768x550.png 768w" sizes="auto, (max-width: 869px) 100vw, 869px"/></figure>
<p class="wp-block-paragraph">The question investors must answer is whether the current pace of profit growth is sustainable – or whether expectations have simply become too optimistic.</p>
<p class="wp-block-paragraph"><strong>3) Crypto Winter</strong></p>
<p class="wp-block-paragraph">One of the most fascinating developments in 2026 has been the divergence between crypto and other risk assets.</p>
<p class="wp-block-paragraph">While the S&amp;P 500 has now hit 24 all-time highs on the year, Bitcoin is suffering its longest (242 days) and deepest (-53%) drawdown since 2022.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="459" height="505" src="https://bilello.blog/wp-content/uploads/2026/06/SP-aths-6-2-26.png" alt="" class="wp-image-16587" srcset="https://bilello.blog/wp-content/uploads/2026/06/SP-aths-6-2-26.png 459w, https://bilello.blog/wp-content/uploads/2026/06/SP-aths-6-2-26-273x300.png 273w" sizes="auto, (max-width: 459px) 100vw, 459px"/></figure>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="918" height="692" src="https://bilello.blog/wp-content/uploads/2026/06/bitcoin-corrections-6-5-26.png" alt="" class="wp-image-16588" srcset="https://bilello.blog/wp-content/uploads/2026/06/bitcoin-corrections-6-5-26.png 918w, https://bilello.blog/wp-content/uploads/2026/06/bitcoin-corrections-6-5-26-300x226.png 300w, https://bilello.blog/wp-content/uploads/2026/06/bitcoin-corrections-6-5-26-768x579.png 768w" sizes="auto, (max-width: 918px) 100vw, 918px"/></figure>
<p class="wp-block-paragraph">After the presidential election in November 2024, Bitcoin went vertical on the narrative that the new administration would be favorable to crypto. All of those gains have now been given back.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="567" src="https://bilello.blog/wp-content/uploads/2026/06/bitcoin-price-since-2024-eletion.png" alt="" class="wp-image-16586" srcset="https://bilello.blog/wp-content/uploads/2026/06/bitcoin-price-since-2024-eletion.png 840w, https://bilello.blog/wp-content/uploads/2026/06/bitcoin-price-since-2024-eletion-300x203.png 300w, https://bilello.blog/wp-content/uploads/2026/06/bitcoin-price-since-2024-eletion-768x518.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph"><strong>4) Golden Slumbers</strong></p>
<p class="wp-block-paragraph">Back in January, Silver was up 64% on the year and Gold was up 25%.</p>
<p class="wp-block-paragraph">Last week, they both turned negative on the year.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="580" src="https://bilello.blog/wp-content/uploads/2026/06/gld-slv-ytd-6-5-26.png" alt="" class="wp-image-16589" srcset="https://bilello.blog/wp-content/uploads/2026/06/gld-slv-ytd-6-5-26.png 840w, https://bilello.blog/wp-content/uploads/2026/06/gld-slv-ytd-6-5-26-300x207.png 300w, https://bilello.blog/wp-content/uploads/2026/06/gld-slv-ytd-6-5-26-768x530.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph">Why the reversal?</p>
<p class="wp-block-paragraph">A combination of mean reversion, a stronger dollar, and higher nominal/real interest rates.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="631" src="https://bilello.blog/wp-content/uploads/2026/06/10-year-nominal-and-real-6-5-26.png" alt="" class="wp-image-16602" srcset="https://bilello.blog/wp-content/uploads/2026/06/10-year-nominal-and-real-6-5-26.png 840w, https://bilello.blog/wp-content/uploads/2026/06/10-year-nominal-and-real-6-5-26-300x225.png 300w, https://bilello.blog/wp-content/uploads/2026/06/10-year-nominal-and-real-6-5-26-768x577.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph">Additionally, the unnecessary and unwarranted easing from the Fed has ended for now with the market pricing in one rate hike by the end of 2026. That’s a big shift from the two rate cuts expected at the start of the year.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="815" height="455" src="https://bilello.blog/wp-content/uploads/2026/06/fed-funds-rate-expectations-6-5-26.png" alt="" class="wp-image-16603" srcset="https://bilello.blog/wp-content/uploads/2026/06/fed-funds-rate-expectations-6-5-26.png 815w, https://bilello.blog/wp-content/uploads/2026/06/fed-funds-rate-expectations-6-5-26-300x167.png 300w, https://bilello.blog/wp-content/uploads/2026/06/fed-funds-rate-expectations-6-5-26-768x429.png 768w" sizes="auto, (max-width: 815px) 100vw, 815px"/></figure>
<p class="wp-block-paragraph"><strong>5)</strong> <strong>Chasing the Hot IPO</strong></p>
<p class="wp-block-paragraph">US IPOs have averaged a 6% annualized return in the 3 years following their listing.</p>
<p class="wp-block-paragraph">That’s nearly half the return of the broad stock market.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="761" height="536" src="https://bilello.blog/wp-content/uploads/2026/06/ipo-returns-vs.-market-1.png" alt="" class="wp-image-16590" srcset="https://bilello.blog/wp-content/uploads/2026/06/ipo-returns-vs.-market-1.png 761w, https://bilello.blog/wp-content/uploads/2026/06/ipo-returns-vs.-market-1-300x211.png 300w" sizes="auto, (max-width: 761px) 100vw, 761px"/></figure>
<p class="wp-block-paragraph">Investors chase hot IPOs on the belief that they will outperform. </p>
<p class="wp-block-paragraph">But the reality is that most stocks underperform after going public.</p>
<p class="wp-block-paragraph">The IPO ETF ($IPO) is one illustration of that…</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="843" height="596" src="https://bilello.blog/wp-content/uploads/2026/06/ipo-etf-vs.-qqq-spy-6-3-26-1.png" alt="" class="wp-image-16605" srcset="https://bilello.blog/wp-content/uploads/2026/06/ipo-etf-vs.-qqq-spy-6-3-26-1.png 843w, https://bilello.blog/wp-content/uploads/2026/06/ipo-etf-vs.-qqq-spy-6-3-26-1-300x212.png 300w, https://bilello.blog/wp-content/uploads/2026/06/ipo-etf-vs.-qqq-spy-6-3-26-1-768x543.png 768w" sizes="auto, (max-width: 843px) 100vw, 843px"/></figure>
<p class="wp-block-paragraph">Another is what happened with Facebook’s stock after its IPO in May 2012…</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="842" height="580" src="https://bilello.blog/wp-content/uploads/2026/06/mallouk-530-facebook-ipo.png" alt="" class="wp-image-16606" srcset="https://bilello.blog/wp-content/uploads/2026/06/mallouk-530-facebook-ipo.png 842w, https://bilello.blog/wp-content/uploads/2026/06/mallouk-530-facebook-ipo-300x207.png 300w, https://bilello.blog/wp-content/uploads/2026/06/mallouk-530-facebook-ipo-768x529.png 768w" sizes="auto, (max-width: 842px) 100vw, 842px"/></figure>
<p class="wp-block-paragraph"><strong>6) The Jobs Market Comeback</strong></p>
<p class="wp-block-paragraph">There’s been a dramatic turnaround in the US labor market with 92k jobs per month added over the last 6 months. That’s the strongest 6-month growth rate since February 2025 and a 180-degree reversal from where things looked at the start of the year.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="752" height="516" src="https://bilello.blog/wp-content/uploads/2026/06/us-payrolls-rolling-6-month-average-6-5-26.png" alt="" class="wp-image-16561" srcset="https://bilello.blog/wp-content/uploads/2026/06/us-payrolls-rolling-6-month-average-6-5-26.png 752w, https://bilello.blog/wp-content/uploads/2026/06/us-payrolls-rolling-6-month-average-6-5-26-300x206.png 300w" sizes="auto, (max-width: 752px) 100vw, 752px"/></figure>
<p class="wp-block-paragraph">Where are the new jobs coming from? </p>
<p class="wp-block-paragraph">60% of the job gains in the US over the last 3 months came from just two sectors:</p>
<p class="wp-block-paragraph">1/ Health Care &amp; Social Assistance: +198k jobs</p>
<p class="wp-block-paragraph">2/ Leisure &amp; Hospitality: +144k jobs</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="927" height="557" src="https://bilello.blog/wp-content/uploads/2026/06/jobs-by-sector-6-7-26.png" alt="" class="wp-image-16607" srcset="https://bilello.blog/wp-content/uploads/2026/06/jobs-by-sector-6-7-26.png 927w, https://bilello.blog/wp-content/uploads/2026/06/jobs-by-sector-6-7-26-300x180.png 300w, https://bilello.blog/wp-content/uploads/2026/06/jobs-by-sector-6-7-26-768x461.png 768w" sizes="auto, (max-width: 927px) 100vw, 927px"/></figure>
<p class="wp-block-paragraph"><strong>7)</strong> <strong>A Few Interesting Stats…</strong></p>
<p class="wp-block-paragraph">a) On a rolling 5-year basis, US stocks have outperformed International stocks for more than 15 years. This is the longest run of US outperformance in history.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="765" height="462" src="https://bilello.blog/wp-content/uploads/2026/06/rolling-5-year-returns-us-vs.-world-5-31-26.png" alt="" class="wp-image-16556" srcset="https://bilello.blog/wp-content/uploads/2026/06/rolling-5-year-returns-us-vs.-world-5-31-26.png 765w, https://bilello.blog/wp-content/uploads/2026/06/rolling-5-year-returns-us-vs.-world-5-31-26-300x181.png 300w" sizes="auto, (max-width: 765px) 100vw, 765px"/></figure>
<p class="wp-block-paragraph">b) What’s the cheapest ticket to see the Knicks vs. Spurs at MSG? Over $10k…</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="890" height="825" src="https://bilello.blog/wp-content/uploads/2026/06/knicks-ticket-prices-6-6.png" alt="" class="wp-image-16569" srcset="https://bilello.blog/wp-content/uploads/2026/06/knicks-ticket-prices-6-6.png 890w, https://bilello.blog/wp-content/uploads/2026/06/knicks-ticket-prices-6-6-300x278.png 300w, https://bilello.blog/wp-content/uploads/2026/06/knicks-ticket-prices-6-6-768x712.png 768w" sizes="auto, (max-width: 890px) 100vw, 890px"/></figure>
<p class="wp-block-paragraph">This is the view from that seat:</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="683" height="380" src="https://bilello.blog/wp-content/uploads/2026/06/image.png" alt="" class="wp-image-16570" srcset="https://bilello.blog/wp-content/uploads/2026/06/image.png 683w, https://bilello.blog/wp-content/uploads/2026/06/image-300x167.png 300w" sizes="auto, (max-width: 683px) 100vw, 683px"/></figure>
<p class="wp-block-paragraph">c) Miami, Florida is the strongest buyer’s market in America with home sellers outnumbering homebuyers by 148%.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="876" height="630" src="https://bilello.blog/wp-content/uploads/2026/06/sellers-vs.-buyers-redfin-6-3-26.png" alt="" class="wp-image-16558" srcset="https://bilello.blog/wp-content/uploads/2026/06/sellers-vs.-buyers-redfin-6-3-26.png 876w, https://bilello.blog/wp-content/uploads/2026/06/sellers-vs.-buyers-redfin-6-3-26-300x216.png 300w, https://bilello.blog/wp-content/uploads/2026/06/sellers-vs.-buyers-redfin-6-3-26-768x552.png 768w" sizes="auto, (max-width: 876px) 100vw, 876px"/></figure>
<p class="wp-block-paragraph">d) With $1 trillion, Elon Musk could buy all…<br />32 NFL Teams ($227 billion)<br />30 NBA Teams ($165 billion)<br />30 MLB Teams ($95 billion)<br />32 NHL Teams ($67 billion)<br />30 MLS Teams ($23 billion)</p>
<p class="wp-block-paragraph">And still have more than $400 billion left over.</p>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph">And that’s it for this week. Thanks for reading!</p>
<p class="wp-block-paragraph">Every week I do a video breaking down the most important charts and themes in markets and investing. <strong>Subscribe to our YouTube channel HERE</strong> for the latest content.</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="518" src="https://bilello.blog/wp-content/uploads/2026/06/etf-returns-6-5-26-1024x518.png" alt="" class="wp-image-16571" srcset="https://bilello.blog/wp-content/uploads/2026/06/etf-returns-6-5-26-1024x518.png 1024w, https://bilello.blog/wp-content/uploads/2026/06/etf-returns-6-5-26-300x152.png 300w, https://bilello.blog/wp-content/uploads/2026/06/etf-returns-6-5-26-768x389.png 768w, https://bilello.blog/wp-content/uploads/2026/06/etf-returns-6-5-26.png 1091w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph">Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.</p>
</div>
<p></p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
]]></content:encoded>
					
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		<title>ITAM Software Cost: Pricing Guide for 2026</title>
		<link>https://xtadalafix.com/itam-software-cost-pricing-guide-for-2026/</link>
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		<dc:creator><![CDATA[xtadalafix]]></dc:creator>
		<pubDate>Sun, 07 Jun 2026 01:22:27 +0000</pubDate>
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		<guid isPermaLink="false">https://xtadalafix.com/itam-software-cost-pricing-guide-for-2026/</guid>

					<description><![CDATA[Key points ITAM pricing varies based on asset volume, feature depth, and whether vendors charge per device, per user, by tier, or via flat-rate licensing. ITAM cost extends to implementation, administration, and the labor cost of manual processes and disconnected tools. Organizations waste 25%–30% of IT budgets on underutilized licenses and redundant tools. Without automated license tracking, [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<div class="in-context-cta">
<h2>Key points</h2>
<ul>
<li>ITAM pricing varies based on asset volume, feature depth, and whether vendors charge per device, per user, by tier, or via flat-rate licensing.</li>
<li>ITAM cost extends to implementation, administration, and the labor cost of manual processes and disconnected tools.</li>
<li>Organizations waste 25%–30% of IT budgets on underutilized licenses and redundant tools.</li>
<li>Without automated license tracking, organizations face audit penalties and overspend of unchecked software.</li>
<li>Bundled platforms that include ITAM alongside endpoint management and patching eliminate integration overhead.</li>
<li>The right ITAM software provides continuous asset discovery across all device types, robust license management, and transparent pricing.</li>
</ul>
</div>
<p>You can’t secure what you can’t see, you can’t manage what you don’t know you own, and you can’t budget accurately for infrastructure that exists between a stale spreadsheet and a half-remembered audit. This is the reality for most IT and security teams.</p>
<p>IT asset management (ITAM) software exists to close that gap, giving organizations a continuous view of every hardware device, software license, and cloud resource across their environment. Before you can build the business case or cut a purchase order, however, you need to answer a practical question: “What does ITAM software cost?”</p>
<p>The honest answer is that it depends. ITAM software pricing varies based on</p>
<ul>
<li>how many assets you’re managing,</li>
<li>which features and integrations you need,</li>
<li>whether you’re deploying on-premises or in the cloud, and</li>
<li>how the vendor structures its licensing model.</li>
</ul>
<p>This article breaks down everything that IT and security buyers need to know to budget intelligently for ITAM software. We’ll cover how ITAM tools are typically priced, the key factors that drive total cost of ownership, what it actually costs your organization to not have the right solution in place, and how to evaluate your software options.</p>
<h2>How is IT asset management software priced?</h2>
<p>ITAM software doesn’t follow a single, universal pricing model, and that makes vendor comparisons more complicated than they might appear. Understanding how different vendors structure their pricing is the first step toward building an accurate budget and avoiding unexpected costs down the line.</p>
<h3>Common ITAM pricing models</h3>
<h4>Per device/asset</h4>
<p>Per-device or per-asset pricing is the most prevalent model in the market. You pay a recurring fee (usually monthly or annually) for each managed endpoint, whether that’s a laptop, server, virtual machine, or network device. This model scales predictably with your environment, which makes it easier to forecast costs as your asset footprint grows.</p>
<h4>Per user/seat</h4>
<p>Per-user or per-seat pricing charges based on the number of IT administrators or end-users with access to the platform. This model can work in favor of organizations with large asset inventories but small IT teams, though it can become costly quickly as you add technicians or expand access to non-IT stakeholders.</p>
<h4>Tiered or module-based</h4>
<p>Tiered or module-based pricing is common among larger, more feature-rich platforms. Vendors offer a base package at one price point and charge separately for capabilities like software license management, vulnerability integration, or cloud asset discovery. The base price looks attractive until you start adding the modules your team actually needs.</p>
<h4>Flat rate</h4>
<p>Flat-rate or site licensing is less common but occasionally available for enterprise buyers. Under this model, you pay a fixed fee for unlimited assets or users within a defined scope, which can offer excellent value at scale, though this typically requires negotiation and a significant upfront commitment.</p>
<h3>Standalone ITAM vs. bundled platform pricing</h3>
<p>One of the most important pricing decisions you’ll make is whether to buy a dedicated, standalone ITAM tool or choose a broader IT management platform that includes asset management as part of its feature set.</p>
<p><strong>Standalone ITAM tools</strong> are purpose-built for asset tracking and lifecycle management. They go deep on specific capabilities like software asset management (SAM) or hardware lifecycle tracking, but they require their own license, deployment, and integrations with the rest of your IT stack. That means added cost, not just in licensing but also in the time spent connecting the tool to your RMM, helpdesk, and patch management platform.</p>
<p><strong>Bundled platforms</strong>, by contrast, include ITAM functionality alongside endpoint management, monitoring, patching, and other capabilities under a single license. The per-feature cost may appear higher than that of a standalone tool, but the total cost of ownership is often lower when you factor in</p>
<ul>
<li>reduced integration overhead,</li>
<li>fewer vendor relationships to manage, and</li>
<li>a single source of truth for your asset data.</li>
</ul>
<h2>What’s included in the ITAM base price and what costs extra?</h2>
<p>Most ITAM platforms advertise a base price that covers foundational capabilities like basic hardware inventory, agent-based asset discovery, and a dashboard for viewing asset information. Beyond that, what’s included versus what’s priced as an add-on varies among vendors.</p>
<p>Capabilities that are commonly gated behind higher tiers or additional fees include the following:</p>
<ul>
<li><strong>Agentless and network-wide discovery</strong>, which is critical for finding unmanaged or rogue devices that agents can’t reach</li>
<li><strong>Software license management and compliance tracking</strong>, often sold as a separate SAM module</li>
<li><strong>Cloud asset discovery</strong> for AWS, Azure, or Google Cloud environments</li>
<li><strong>Advanced reporting and custom dashboards</strong>, frequently reserved for enterprise tiers</li>
<li><strong>Integrations with third-party platforms</strong> such as ServiceNow, Jira, or Active Directory</li>
<li><strong>Warranty and lifecycle tracking</strong> tied to vendor data feeds</li>
<li><strong>Role-based access controls</strong> and multi-tenant support for MSPs or large enterprises</li>
</ul>
<p>Before accepting any vendor’s headline price, it’s worth mapping your must-have features against what each tier delivers and getting that scope confirmed in writing before signing.</p>
<h2>What drives the cost of IT asset management software?</h2>
<p>Once you understand how ITAM software is priced, the next question is what makes your specific deployment more or less expensive. Several factors shape both your licensing costs and the broader operational investment required to run an effective ITAM tool.</p>
<h3>Size and diversity of your asset estate</h3>
<p>The most obvious cost driver is how much you’re managing. Most per-device pricing models scale linearly with asset count, so a larger environment means a larger bill. However, raw device count only tells part of the story; asset diversity matters just as much.</p>
<p>An environment with laptops, desktops, and servers is straightforward to manage. One that includes mobile devices, IoT endpoints, virtual machines, network infrastructure, and cloud-hosted resources is more complex—and not every platform handles all asset types equally well. Organizations with heterogeneous environments often find themselves paying for additional modules or integrations to achieve full coverage or, worse, accepting blind spots in their asset data because their tool wasn’t built for that level of diversity.</p>
<h3>Software license management complexity</h3>
<p>Hardware inventory is the entry point for most ITAM programs, but software asset management is where the cost gets serious. Tracking which software licenses you own, how many are deployed, whether you’re under- or over-licensed, and whether you’re audit-ready at any moment is a more complex undertaking than just cataloguing devices.</p>
<p>The complexity compounds with your software estate. Organizations running a mix of perpetual licenses, subscription agreements, and OEM-bundled software across multiple vendors face a reconciliation challenge that manual processes can’t keep pace with. Vendors that offer robust SAM capabilities like the automated normalization of software titles and audit trail documentation usually charge more for those features, but the cost of not having them tends to be far higher when a software vendor audit arrives.</p>
<h3>Level of automation</h3>
<p>How much of your asset discovery and inventory maintenance is automated versus manual has a direct impact on both software cost and staffing cost.</p>
<p>Agent-based discovery, where lightweight software installed on each endpoint reports hardware and software data back to a central platform, provides the most accurate and up-to-date inventory with minimal human intervention. Agentless discovery extends this to network devices, unmanaged assets, and systems where agent deployment isn’t practical.</p>
<p>Organizations that rely on manual inventory processes tend to underestimate their true cost. Particularly, the staff hours required to conduct manual audits and maintain asset records are real labor costs that don’t appear on a software invoice but belong in any total cost of ownership (TCO) calculation. More automated platforms carry higher licensing costs but deliver a favorable return when measured against the time they displace.</p>
<h3>Compliance and audit requirements</h3>
<p>Regulatory frameworks such as ISO 27001, SOC 2, HIPAA, and CMMC place explicit or implicit requirements on organizations to maintain accurate records of the assets within their environment. For organizations operating under these frameworks, ITAM is a compliance obligation, and the feature requirements that come with it drive costs upward.</p>
<p>Audit-readiness demands capabilities beyond basic inventory:</p>
<ul>
<li>detailed change history,</li>
<li>access controls,</li>
<li>policy enforcement tracking, and</li>
<li>the ability to generate on-demand reports.</li>
</ul>
<p>Similarly, organizations with significant software expenditure face exposure to vendor-initiated license audits. The cost of being caught out of compliance can dwarf that of ITAM software that would have prevented it. When compliance is a necessity rather than an aspiration, it should shape your feature requirements and budget from the outset.</p>
<h2>What does it cost to manage IT assets without the right software?</h2>
<p>When evaluating ITAM software, it’s easy to focus on just the cost of the solution. The more important question is what it costs your organization to go without one—or to rely on labor-intensive processes like spreadsheets and manual audits.</p>
<p>According to Flexera’s 2025 State of IT Asset Management Report, organizations estimated that 25%–30% of their IT budgets were wasted due to redundant tools, underutilized licenses, and a lack of actionable insight. Compounding that, 45% of the surveyed organizations reported spending over $1 million on software vendor audits over the past three years. On the security front, a Trend Micro survey of more than 2,000 cybersecurity executives found that nearly 74% had experienced a security incident caused by unmanaged or unknown assets.</p>
<h3>The hidden cost of shadow IT and software overspend</h3>
<p>Shadow IT—the devices, applications, and cloud services that employees adopt without formal IT approval or oversight—is one of the most persistent and expensive byproducts of poor asset visibility. When IT teams don’t have a complete picture of what’s running in their environment, they can’t manage it, secure it, or account for it accurately in their budgets.</p>
<p>Software that auto-renews, licenses that go unused, and duplicate tools that proliferate across departments represent costs that disappear without a centralized, continuously updated asset inventory to surface it.</p>
<h3>Manual asset tracking and its audit consequences</h3>
<p>Organizations that rely on manual asset tracking face a compounding problem: the data’s always stale, and the gaps always surface at the worst possible time. When a software vendor requests a license audit, the scramble to reconcile what you own against what you’ve deployed is expensive, time-consuming, and costly. What’s more, beyond the direct financial exposure, the staff hours spent preparing for audits, investigating discrepancies, and maintaining spreadsheets represent real labor costs.</p>
<h3>Unmanaged endpoints and security exposure</h3>
<p>From a security standpoint, every unmanaged endpoint is an unknown risk. The consequences follow a predictable chain:</p>
<p><strong>Shadow IT → Unmanaged Assets → Unpatched Vulnerabilities → Breach Exposure</strong></p>
<p>Organizations with disciplined asset management practices detect and contain security incidents faster, and the cost difference between rapid and slow containment is substantial. In this regard, it’s important to keep in mind that every device outside your asset inventory is effectively outside your security controls as well.</p>
<h2>How do you calculate the total cost of ownership?</h2>
<p>To make a sound investment decision, IT and security buyers need to look beyond the per-device or per-seat fee and build a complete picture of what a given solution costs to own and operate over time. Total cost of ownership (TCO) for ITAM software breaks down into two categories: the costs that appear on invoices and the costs that don’t.</p>
<h3>Direct costs</h3>
<p>The most visible component of TCO is licensing, the recurring subscription fee based on your chosen pricing model, tier, and asset or user count. Implementation costs also deserve careful attention, particularly for more complex platforms that require data migration from existing systems or integration work with your helpdesk or security tooling. Some vendors charge separately for onboarding and professional services; others bundle it into the contract. Either way, it’s a real cost that should be captured upfront.</p>
<p>Ongoing administration adds another layer. Even well-designed ITAM platforms require someone to own them:</p>
<ul>
<li>managing agent deployments,</li>
<li>maintaining discovery configurations,</li>
<li>reviewing license positions,</li>
<li>generating compliance reports, and</li>
<li>keeping integrations healthy as the rest of your stack evolves.</li>
</ul>
<p>The leaner and more automated the platform is, the lower this ongoing burden tends to be, but it’s rarely zero and should be factored into any multi-year TCO model.</p>
<h3>Indirect costs</h3>
<p>Indirect costs are where TCO calculations most often break down because they’re easy to overlook when a vendor presents a competitive per-device rate.</p>
<p>Staff time is the largest indirect cost for most organizations. Every hour an IT team member spends manually updating asset records, reconciling software inventories, or preparing audit documentation is an hour not spent on higher-value work. Across the team, those hours accumulate quickly and represent a substantial labor cost.</p>
<p>Running multiple disconnected tools compounds the problem further. Many organizations end up with separate solutions for hardware inventory, software license management, endpoint monitoring, and patch management. The integration work required to keep these tools synchronized is expensive to build and maintain. When they fall out of sync, the resulting data gaps are blind spots that create audit risk and security exposure.</p>
<h3>How consolidation and automation reduce TCO</h3>
<p>Platform consolidation is one of the most effective ways to reduce ITAM-related TCO. When asset management is built into the same platform your team uses for endpoint management, monitoring, and patching, this can yield numerous benefits:</p>
<ul>
<li>the integration overhead disappears,</li>
<li>your data stays consistent without manual reconciliation, and</li>
<li>your team manages one vendor relationship instead of several.</li>
</ul>
<p>Automation delivers a parallel benefit. Agent-based discovery eliminates the need for periodic manual audits, while automated license reconciliation surfaces compliance gaps before a vendor audit does. Additionally, automated reporting reduces the staff time needed to satisfy auditors or respond to leadership requests for asset data.</p>
<p>When evaluating ITAM solutions side by side, the right question to ask is which platform delivers the lowest total cost when licensing, implementation, administration, integration overhead, and displaced staff time are all accounted for.</p>
<h2>How to choose the right IT asset management software</h2>
<p>With a clear picture of what ITAM software (or its absence) costs, the next step is evaluating your options systematically. The market includes purpose-built ITAM tools, broader IT management platforms with built-in asset management, and everything in between.</p>
<h3>ITAM software vendor evaluation checklist</h3>
<p>Not all ITAM platforms deliver the same depth of capability, so when assessing vendors, prioritize the following:</p>
<ul>
<li><strong>Discovery accuracy and coverage.</strong> Evaluate whether the solution supports both agent-based and agentless discovery, how it handles devices that move on and off the network, and whether it can discover cloud-hosted assets and network infrastructure, not just managed endpoints.</li>
<li><strong>Software license management.</strong> Confirm whether the platform can normalize software titles across different naming conventions, calculate your license position automatically, and flag over- and under-licensing.</li>
<li><strong>Integrations.</strong> Assess how well the platform connects with the rest of your stack: your ITSM tool, CMDB, directory services, security tooling, and procurement systems.</li>
<li><strong>Reporting and visibility.</strong> Determine whether the platform’s reporting capabilities match your use cases: compliance reporting for auditors, lifecycle reporting for procurement, security posture reporting for your security team, and executive dashboards for leadership.</li>
</ul>
<h3>Questions to ask ITAM software vendors</h3>
<p>Vendor conversations tend to stay at the feature level unless you push them toward the commercial specifics. These questions are worth asking explicitly:</p>
<ul>
<li>What’s not included in the base price?</li>
<li>How does pricing scale as our asset count grows?</li>
<li>What are the renewal terms?</li>
<li>What does implementation actually involve?</li>
<li>How is support structured?</li>
</ul>
<h3>Building the business case</h3>
<p>Securing executive buy-in requires translating the technical rationale into financial terms. Quantify your risk exposure from software audits and unused license renewals. Furthermore, calculate the staff hours currently spent on manual asset tracking and audit preparation, expressed as fully loaded labor cost.</p>
<p>Also, if you’re running multiple disconnected tools, present the combined cost of the status quo against the cost of a unified platform. Remember that a well-constructed business case presents executives with a cost-reduction and risk-mitigation decision with a clear and defensible return.</p>
<h2>Why NinjaOne delivers better ITAM value</h2>
<p>NinjaOne’s ITAM software provides real-time asset discovery and inventory across all device types—Windows, macOS, Linux, servers, mobile devices, and network infrastructure—from a unified console.</p>
<p>Because real-time hardware and software inventory is natively woven into the same data layer as endpoint monitoring, patch management, and remote access, NinjaOne completely eliminates the data silos and integration costs of standalone ITAM tools. For organizations currently running multiple point solutions, the consolidation savings alone make the switch worth pursuing.</p>
<p>Deployment is fast, administration is straightforward, and NinjaOne backs every pla  n with free, unlimited support—no tiered response times, no additional fees.</p>
<p>Start your 14-day free trial of NinjaOne today or check out a free demo of the software in action.</p>
</div>
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</p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
]]></content:encoded>
					
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		<title>The State of the Markets in 10 Charts</title>
		<link>https://xtadalafix.com/the-state-of-the-markets-in-10-charts/</link>
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		<dc:creator><![CDATA[xtadalafix]]></dc:creator>
		<pubDate>Fri, 05 Jun 2026 01:14:09 +0000</pubDate>
				<category><![CDATA[Uncategorized]]></category>
		<guid isPermaLink="false">https://xtadalafix.com/the-state-of-the-markets-in-10-charts/</guid>

					<description><![CDATA[View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&#38;P 500 has gained 828% (7.7% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<p class="wp-block-paragraph">View the <strong>video of this post here</strong>.</p>
<p><iframe loading="lazy" title="The State of the Markets (May 2026) | Charlie Bilello | Creative Planning" width="640" height="360" src="https://www.youtube.com/embed/pJGsJOSAvCw?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></p>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph">Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&amp;P 500 has gained 828% (7.7% per year) AFTER adjusting for inflation. Why you need to invest for the long run, in one chart…</p>
<figure class="wp-block-image size-full"></figure>
<p class="wp-block-paragraph">At Creative Planning, we’re proud to help clients experience a richer way to wealth in all 50 states and abroad, with over $700 billion in assets under management and advisement. So whether you’re in California, Texas, Florida, New York or any of the states in between, <strong><u>there’s an advisor right near you!</u></strong></p>
<p class="wp-block-paragraph">Receive a <strong><u>Free Wealth Path Analysis</u></strong> from a Creative Planning advisor today.</p>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph"><strong>The State of the Markets in 10 Charts…</strong></p>
<p class="wp-block-paragraph"><strong>1) A Historic Rally</strong></p>
<p class="wp-block-paragraph">The 17% gain in the S&amp;P 500 over the last 8 weeks is the 20th biggest 8-week gain for the index since 1950.</p>
<p class="wp-block-paragraph">What has happened in the past following the biggest short-term rallies?</p>
<p class="wp-block-paragraph">Above-average forward returns (+27% average over the subsequent year vs. +11% in other periods).</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="864" height="592" src="https://bilello.blog/wp-content/uploads/2026/05/SP-biggest-8-week-rallies-5-22-26.png" alt="" class="wp-image-16485" srcset="https://bilello.blog/wp-content/uploads/2026/05/SP-biggest-8-week-rallies-5-22-26.png 864w, https://bilello.blog/wp-content/uploads/2026/05/SP-biggest-8-week-rallies-5-22-26-300x206.png 300w, https://bilello.blog/wp-content/uploads/2026/05/SP-biggest-8-week-rallies-5-22-26-768x526.png 768w" sizes="auto, (max-width: 864px) 100vw, 864px"/></figure>
<p class="wp-block-paragraph"><strong>2)</strong> <strong>An Unprecedented Earnings Boom</strong></p>
<p class="wp-block-paragraph">Earnings have been the fuel for the vertical advance in the stock market.</p>
<p class="wp-block-paragraph">S&amp;P 500 earnings per share far exceeded expectations in Q1 (+28% YoY vs. +13% estimate heading in) and are now expected to increase by 23% this year.</p>
<p class="wp-block-paragraph">We’ve never seen earnings growth this high outside of post-recessionary rebounds. This is an unprecedented boom driven by the massive EPS gains in big tech.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="864" height="431" src="https://bilello.blog/wp-content/uploads/2026/05/SP-eps-expecations-2026.png" alt="" class="wp-image-16488" srcset="https://bilello.blog/wp-content/uploads/2026/05/SP-eps-expecations-2026.png 864w, https://bilello.blog/wp-content/uploads/2026/05/SP-eps-expecations-2026-300x150.png 300w, https://bilello.blog/wp-content/uploads/2026/05/SP-eps-expecations-2026-768x383.png 768w" sizes="auto, (max-width: 864px) 100vw, 864px"/></figure>
<p class="wp-block-paragraph"><strong>3) Record Tech Dominance</strong></p>
<p class="wp-block-paragraph">Speaking of Big Tech, the S&amp;P 500 technology sector’s relative strength versus the broad market is at its highest level in history, above the peak from March 2000.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="563" src="https://bilello.blog/wp-content/uploads/2026/05/tech-vs.-broad-market-5-20-26.png" alt="" class="wp-image-16489" srcset="https://bilello.blog/wp-content/uploads/2026/05/tech-vs.-broad-market-5-20-26.png 840w, https://bilello.blog/wp-content/uploads/2026/05/tech-vs.-broad-market-5-20-26-300x201.png 300w, https://bilello.blog/wp-content/uploads/2026/05/tech-vs.-broad-market-5-20-26-768x515.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph"><strong>4)</strong> <strong>Super Semiconductors</strong></p>
<p class="wp-block-paragraph">Fueled by surging AI demand, semiconductor stocks have gone parabolic with a vertical advance relative to the broad market.</p>
<p class="wp-block-paragraph">The Semiconductor ETF ($SOXX) is up 163% over the past year vs. a 29% gain for the S&amp;P 500 ETF ($SPY)</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="837" height="568" src="https://bilello.blog/wp-content/uploads/2026/05/semis-vs.-spy-5-22-26.png" alt="" class="wp-image-16497" srcset="https://bilello.blog/wp-content/uploads/2026/05/semis-vs.-spy-5-22-26.png 837w, https://bilello.blog/wp-content/uploads/2026/05/semis-vs.-spy-5-22-26-300x204.png 300w, https://bilello.blog/wp-content/uploads/2026/05/semis-vs.-spy-5-22-26-768x521.png 768w" sizes="auto, (max-width: 837px) 100vw, 837px"/></figure>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="577" src="https://bilello.blog/wp-content/uploads/2026/05/soxx-v-spy-1-year-5-22-26.png" alt="" class="wp-image-16498" srcset="https://bilello.blog/wp-content/uploads/2026/05/soxx-v-spy-1-year-5-22-26.png 839w, https://bilello.blog/wp-content/uploads/2026/05/soxx-v-spy-1-year-5-22-26-300x206.png 300w, https://bilello.blog/wp-content/uploads/2026/05/soxx-v-spy-1-year-5-22-26-768x528.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph"><strong>5)</strong> <strong>A Message From the Bond Market</strong></p>
<p class="wp-block-paragraph">The 30-Year US Treasury Yield hit 5.18% this week, its highest close since July 2007.</p>
<p class="wp-block-paragraph">The Federal Reserve and Federal Government continue to spin the lie of low inflation while the bond market reveals the truth.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="838" height="566" src="https://bilello.blog/wp-content/uploads/2026/05/30-yr-yield-highest-since-2007.png" alt="" class="wp-image-16490" srcset="https://bilello.blog/wp-content/uploads/2026/05/30-yr-yield-highest-since-2007.png 838w, https://bilello.blog/wp-content/uploads/2026/05/30-yr-yield-highest-since-2007-300x203.png 300w, https://bilello.blog/wp-content/uploads/2026/05/30-yr-yield-highest-since-2007-768x519.png 768w" sizes="auto, (max-width: 838px) 100vw, 838px"/></figure>
<p class="wp-block-paragraph"><strong>6) A Loss of Credibility</strong></p>
<p class="wp-block-paragraph">62.</p>
<p class="wp-block-paragraph">As in 62 consecutive months with US inflation above the Fed’s 2% target.</p>
<p class="wp-block-paragraph">CPI has now averaged over 4% per year since the start of 2020.</p>
<p class="wp-block-paragraph">The Fed has lost all credibility when it comes to fighting inflation.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="935" height="565" src="https://bilello.blog/wp-content/uploads/2026/05/cpi-consecutive-months-above-2-5-12-26.png" alt="" class="wp-image-16491" srcset="https://bilello.blog/wp-content/uploads/2026/05/cpi-consecutive-months-above-2-5-12-26.png 935w, https://bilello.blog/wp-content/uploads/2026/05/cpi-consecutive-months-above-2-5-12-26-300x181.png 300w, https://bilello.blog/wp-content/uploads/2026/05/cpi-consecutive-months-above-2-5-12-26-768x464.png 768w" sizes="auto, (max-width: 935px) 100vw, 935px"/></figure>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="775" height="450" src="https://bilello.blog/wp-content/uploads/2026/05/cpi-vs.-trend-5-12-26.png" alt="" class="wp-image-16494" srcset="https://bilello.blog/wp-content/uploads/2026/05/cpi-vs.-trend-5-12-26.png 775w, https://bilello.blog/wp-content/uploads/2026/05/cpi-vs.-trend-5-12-26-300x174.png 300w, https://bilello.blog/wp-content/uploads/2026/05/cpi-vs.-trend-5-12-26-768x446.png 768w" sizes="auto, (max-width: 775px) 100vw, 775px"/></figure>
<p class="wp-block-paragraph"><strong>7) Rising Inflation</strong></p>
<p class="wp-block-paragraph">Surging commodity prices will push CPI above 4% YoY in May and US inflation will likely be above 7% annualized for the 2nd quarter unless the Iran war ends soon.</p>
<p class="wp-block-paragraph">Memorial day weekend gas prices are at a 4-year high ($4.56/gallon), up over 50% since the start of the war.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="821" height="638" src="https://bilello.blog/wp-content/uploads/2026/05/commodities-1-year-5-19-26.png" alt="" class="wp-image-16495" srcset="https://bilello.blog/wp-content/uploads/2026/05/commodities-1-year-5-19-26.png 821w, https://bilello.blog/wp-content/uploads/2026/05/commodities-1-year-5-19-26-300x233.png 300w, https://bilello.blog/wp-content/uploads/2026/05/commodities-1-year-5-19-26-768x597.png 768w" sizes="auto, (max-width: 821px) 100vw, 821px"/></figure>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="768" height="566" src="https://bilello.blog/wp-content/uploads/2026/05/image-3.png" alt="" class="wp-image-16496" srcset="https://bilello.blog/wp-content/uploads/2026/05/image-3.png 768w, https://bilello.blog/wp-content/uploads/2026/05/image-3-300x221.png 300w" sizes="auto, (max-width: 768px) 100vw, 768px"/></figure>
<p class="wp-block-paragraph"><strong>8) Next Move a Hike?</strong></p>
<p class="wp-block-paragraph">The bond market is now pricing in a Fed rate hike by the end of 2026, a big reversal from expectations at the start of the year (two rate cuts).</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="815" height="450" src="https://bilello.blog/wp-content/uploads/2026/05/fed-funds-expectations-5-22-26.png" alt="" class="wp-image-16493" srcset="https://bilello.blog/wp-content/uploads/2026/05/fed-funds-expectations-5-22-26.png 815w, https://bilello.blog/wp-content/uploads/2026/05/fed-funds-expectations-5-22-26-300x166.png 300w, https://bilello.blog/wp-content/uploads/2026/05/fed-funds-expectations-5-22-26-768x424.png 768w" sizes="auto, (max-width: 815px) 100vw, 815px"/></figure>
<p class="wp-block-paragraph"><strong>9)</strong> <strong>Grumpy Consumer Still Spending</strong></p>
<p class="wp-block-paragraph">The US consumer sentiment index from the University of Michigan goes back to 1952.</p>
<p class="wp-block-paragraph">It has never been lower than it is today.</p>
<p class="wp-block-paragraph">Does that mean the US consumer is spending less?</p>
<p class="wp-block-paragraph">No – at least not yet. Retail sales grew 5.2% over the past year and 1.4% after factoring in higher prices.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="566" src="https://bilello.blog/wp-content/uploads/2026/05/umich-sentiment-5-22-26.png" alt="" class="wp-image-16499" srcset="https://bilello.blog/wp-content/uploads/2026/05/umich-sentiment-5-22-26.png 840w, https://bilello.blog/wp-content/uploads/2026/05/umich-sentiment-5-22-26-300x202.png 300w, https://bilello.blog/wp-content/uploads/2026/05/umich-sentiment-5-22-26-768x517.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="504" src="https://bilello.blog/wp-content/uploads/2026/05/us-retail-sales-5-14-26.png" alt="" class="wp-image-16501" srcset="https://bilello.blog/wp-content/uploads/2026/05/us-retail-sales-5-14-26.png 840w, https://bilello.blog/wp-content/uploads/2026/05/us-retail-sales-5-14-26-300x180.png 300w, https://bilello.blog/wp-content/uploads/2026/05/us-retail-sales-5-14-26-768x461.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph"><strong>10) A Loss of Purchasing Power</strong></p>
<p class="wp-block-paragraph">What could derail the consumer-driven US economy?</p>
<p class="wp-block-paragraph">A loss of purchasing power with inflation outpacing wages.</p>
<p class="wp-block-paragraph">After 35 consecutive months of positive YoY real wage growth, this important indicator has turned negative for the first time since April 2023.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="562" src="https://bilello.blog/wp-content/uploads/2026/05/real-wage-growth-5-15-26.png" alt="" class="wp-image-16502" srcset="https://bilello.blog/wp-content/uploads/2026/05/real-wage-growth-5-15-26.png 840w, https://bilello.blog/wp-content/uploads/2026/05/real-wage-growth-5-15-26-300x201.png 300w, https://bilello.blog/wp-content/uploads/2026/05/real-wage-growth-5-15-26-768x514.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph">And that’s it for this week. Thanks for reading!</p>
<p class="wp-block-paragraph">Every week I do a video breaking down the most important charts and themes in markets and investing. <strong>Subscribe to our YouTube channel HERE</strong> for the latest content.</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="517" src="https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-22-26-1024x517.png" alt="" class="wp-image-16492" srcset="https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-22-26-1024x517.png 1024w, https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-22-26-300x152.png 300w, https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-22-26-768x388.png 768w, https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-22-26.png 1091w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph">Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.</p>
</div>
<p></p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
]]></content:encoded>
					
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		<item>
		<title>What Is Microsoft Entra? &#124; NinjaOne</title>
		<link>https://xtadalafix.com/what-is-microsoft-entra-ninjaone/</link>
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		<dc:creator><![CDATA[xtadalafix]]></dc:creator>
		<pubDate>Wed, 03 Jun 2026 00:40:28 +0000</pubDate>
				<category><![CDATA[Uncategorized]]></category>
		<guid isPermaLink="false">https://xtadalafix.com/what-is-microsoft-entra-ninjaone/</guid>

					<description><![CDATA[Key points Microsoft Entra is Microsoft’s unified identity and access management platform, centralizing authentication and authorization across Microsoft 365, Azure, SaaS applications, and hybrid environments. Microsoft Entra ID, formerly Azure Active Directory, enforces conditional access policies, device compliance, and identity governance across cloud and on-premises environments. Successful hybrid device join deployments require validating DNS resolution, [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<div class="in-context-cta">
<h2>Key points</h2>
<ul>
<li>Microsoft Entra is Microsoft’s unified identity and access management platform, centralizing authentication and authorization across Microsoft 365, Azure, SaaS applications, and hybrid environments.</li>
<li>Microsoft Entra ID, formerly Azure Active Directory, enforces conditional access policies, device compliance, and identity governance across cloud and on-premises environments.</li>
<li>Successful hybrid device join deployments require validating DNS resolution, device states, and certificate health before rollout to prevent large-scale join failures.</li>
<li>Automating user provisioning and deprovisioning through an HR system source of truth reduces privilege creep and ensures least-privilege access from day one.</li>
<li>Microsoft Entra External ID governs B2B guest access through time-bound permissions, MFA enforcement, and scheduled access reviews.</li>
<li>Microsoft Entra licensing should be aligned to role profiles and risk tiers, with quarterly reviews to eliminate spend on unused premium capabilities.</li>
</ul>
</div>
<p>Identity is now the control plane for modern IT. As organizations expand across cloud platforms, SaaS applications, and hybrid environments, identity sprawl becomes a measurable risk. Multiple directories, unmanaged guest accounts, inconsistent device joins, and legacy authentication pathways increase both support load and attack surface.</p>
<p>For MSPs and internal IT teams, the challenge isn’t just authentication, but maintaining consistent governance across tenants, domains, and devices without building fragile scripts or manual workflows.</p>
<p>Microsoft Entra consolidates identity management into a unified platform that supports zero trust, automated lifecycle management, and centralized audit visibility. Understanding what Microsoft Entra is and how to operationalize it can help your team reduce risk while simplifying administration at scale.</p>
<h2>What is Microsoft Entra?</h2>
<p>Microsoft Entra is Microsoft’s identity and access management platform. At its core is Microsoft Entra ID (formerly Azure Active Directory), supported by additional capabilities such as permissions management and decentralized identity services.</p>
<p>In practical terms, Entra centralizes authentication and authorization across:</p>
<ul>
<li>Microsoft 365</li>
<li>Azure resources</li>
<li>Third-party SaaS applications</li>
<li>Hybrid on-prem and cloud environments</li>
</ul>
<p>For IT teams, this means you can apply conditional access policies, enforce device compliance, and standardize identity workflows across environments rather than managing fragmented systems.</p>
<p>When implemented correctly, Entra can reduce identity sprawl, strengthen audit posture, and accelerate troubleshooting by consolidating sign-in logs, risk events, and access reports into a single control plane.</p>
<h2>Simplifying hybrid join with Microsoft Entra</h2>
<p>Hybrid work requires devices to authenticate seamlessly across on-prem Active Directory and cloud resources. Here’s how you can make this process easier with Microsoft Entra.</p>
<h3>Planning device join readiness</h3>
<p>Before rolling out hybrid join, carefully validate your environment. Most deployment failures are caused by overlooked dependencies, not platform limitations.</p>
<p>Start by confirming device states: whether systems are domain-joined, Azure AD-joined, hybrid-joined, or unmanaged. Check DNS resolution and ensure consistent connectivity to domain controllers, especially for remote users. If federation services are in place, review certificate health and trust configuration.</p>
<p>Also, review conditional access policies and legacy authentication settings before broad enrollment. Misconfigured service connection points (SCPs), blocked endpoints, or expired certificates can quickly turn into large-scale join failures. A focused readiness check prevents avoidable disruption during rollout.</p>
<h3>Executing hybrid join workflows</h3>
<p>Once rollout begins, consistency matters more than speed. Use standardized deployment methods, such as Windows Autopilot, Group Policy, or provisioning packages, based on your device mix and management model. Avoid ad hoc enrollments that introduce configuration drift.</p>
<p>Automate device registration wherever possible and track join status in Microsoft Entra dashboards. Monitor synchronization health, device compliance, and registration errors to identify stalled joins before users experience access issues. In MSP environments, reusable deployment templates can help ensure the same process runs across tenants without variation.</p>
<p>Define rollback procedures before you scale. If validation checks fail, revert devices to a known good configuration quickly and document the cause. Structured workflows reduce user disruption, prevent repeated troubleshooting cycles, and keep deployment timelines predictable.</p>
<h2>Enhancing identity governance with Microsoft Entra best practices</h2>
<p>Once identities and devices are onboarded, good governance will determine your long-term security and scalability. Microsoft Entra best practices emphasize automation, least privilege, and continuous monitoring.</p>
<h3>Automating user provisioning and deprovisioning</h3>
<p>If you’re still provisioning users manually, you’re spending more time than necessary and introducing risk with every change. Delayed onboarding frustrates new hires, and missed offboarding can leave active accounts behind that no one is watching.</p>
<p>Start by tying identity decisions to a reliable source of truth, such as your HR system. When a role changes, access should change automatically. New hires should receive the right permissions on day one without ticket back-and-forth, and departing employees should lose access the moment their status updates.</p>
<p>A strong automation framework includes:</p>
<ul>
<li>Syncing identities from on-prem AD with Microsoft Entra Connect or using cloud-native provisioning</li>
<li>Automating role-based onboarding workflows</li>
<li>Triggering immediate deprovisioning when employment status changes</li>
<li>Capturing audit and sign-in logs for compliance validation</li>
<li>Enforcing least-privilege role segmentation</li>
</ul>
<p>Automated workflows free your team from repetitive access changes, reduce the risk of privilege creep, and keep identity governance consistent as your organization grows.</p>
<h3>Securing B2B guest access</h3>
<p>External collaboration keeps projects moving, but unmanaged guest accounts can quietly increase your exposure. When partner access isn’t reviewed regularly, permissions tend to outlast the engagement, and that’s where risks come from.</p>
<p>Use Microsoft Entra External ID to formalize how partners are invited, onboarded, and governed. Treat guest users as a distinct population with tighter boundaries and defined access durations rather than extending internal defaults to them.</p>
<p>A good approach should include:</p>
<ul>
<li>Controlling invitation and onboarding workflows through Entra External ID</li>
<li>Requiring MFA and applying device or risk-based conditional access policies</li>
<li>Setting time-bound access with entitlement management and scheduled reviews</li>
<li>Segmenting permissions to avoid unnecessary privilege and excess licensing</li>
</ul>
<p>Regular access reviews ensure entitlements remain aligned with active projects. Risk-based policies allow you to enforce stronger controls for higher-sensitivity work while keeping collaboration friction low.</p>
<h2>Addressing Microsoft Entra challenges and optimizing costs</h2>
<p>Microsoft Entra simplifies identity management, but scale can make access management difficult. Hybrid environments, multiple tenants, and layered policies can create friction if governance isn’t deliberate. Addressing operational challenges early and aligning licensing to real usage can keep Entra efficient and defensible.</p>
<h3>Common Microsoft Entra challenges</h3>
<p>Microsoft Entra reduces identity complexity, but hybrid environments still introduce operational friction if governance isn’t structured.</p>
<p>Key challenges include:</p>
<ul>
<li>Identity sprawls across on-prem AD, Entra ID, and SaaS platforms, leading to duplicate or misaligned accounts</li>
<li>Legacy authentication protocols that bypass conditional access and MFA enforcement</li>
<li>Conflicting conditional access policies that create unexpected lockouts or inconsistent enforcement</li>
<li>Limited visibility when device compliance and identity telemetry live in separate systems</li>
</ul>
<p>Address these issues by standardizing identity sources, auditing legacy sign-ins, reviewing policy intent regularly, and centralizing identity and device reporting. Structured oversight turns these common pain points into manageable operational tasks rather than recurring incidents.</p>
<h3>Controlling license spend and feature overlap</h3>
<p>Microsoft Entra licensing should reflect actual security needs and feature usage rather than blanket assignments. Over time, organizations often accumulate premium licenses that are no longer aligned with their requirements.</p>
<p>To maintain costs:</p>
<ul>
<li>Map Entra SKUs (Free, P1, P2) to clearly defined role profiles and risk tiers</li>
<li>Review feature utilization reports to identify inactive PIM usage, unused access reviews, or underutilized premium capabilities</li>
<li>Align governance tools such as Privileged Identity Management and access reviews to administrators and high-risk roles only</li>
<li>Track cost per identity and per application to support more accurate budgeting and renewal decisions</li>
</ul>
<p>Establish a quarterly license review process tied to identity telemetry and role changes. Right-sizing licenses ensures advanced controls remain in place where needed while preventing unnecessary spend across lower-risk user groups.</p>
<h2>Building a scalable identity foundation</h2>
<p>Microsoft Entra has become the foundation for managing identity across hybrid and cloud-first environments. Looking ahead, identity will only grow more central to security architecture as zero trust, AI-driven risk scoring, and cross-cloud access models mature.</p>
<p>The question is not whether to adopt stronger identity governance, but whether your processes today are scalable enough for what’s coming next.</p>
<h2>Unify identity and endpoint visibility</h2>
<p>NinjaOne unifies endpoint management, monitoring, patching, and help desk operations in a single platform, giving you the operational control to support identity governance at scale.</p>
<p><strong>Start your free NinjaOne trial</strong> and see how integrated IT management helps you streamline identity-driven security across your hybrid environment.</p>
</p></div>
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</p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
]]></content:encoded>
					
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		<title>Why Tests? Explained for Management</title>
		<link>https://xtadalafix.com/why-tests-explained-for-management/</link>
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		<dc:creator><![CDATA[xtadalafix]]></dc:creator>
		<pubDate>Mon, 01 Jun 2026 00:38:44 +0000</pubDate>
				<category><![CDATA[Uncategorized]]></category>
		<guid isPermaLink="false">https://xtadalafix.com/why-tests-explained-for-management/</guid>

					<description><![CDATA[In today’s digital economy, software quality is business quality. Yet many leaders still view testing as an optional cost something that slows delivery instead of accelerating it. The truth is the opposite: testing is a business enabler that reduces risk, saves money, and drives faster, more confident releases. This article explains the why behind testing [&#8230;]]]></description>
										<content:encoded><![CDATA[<div id="content" data-sticky-nav-target="content">
<p>In today’s digital economy, <strong>software quality is business quality</strong>. Yet many leaders still view testing as an optional cost something that slows delivery instead of accelerating it. The truth is the opposite: <strong>testing is a business enabler</strong> that reduces risk, saves money, and drives faster, more confident releases.</p>
<p>This article explains the <em>why</em> behind testing from a management perspective using hard data, real case studies, and metrics that matter.</p>
<p><strong>The good news:</strong> Proven, modern testing solutions exist for every team size and budget. Tools like GitHub Actions, Selenium, Cypress, PHPUnit, and Playwright make it possible to automate quality reliably at scale without requiring deep technical knowledge from leadership.</p>
<h2 id="The-Business-Drivers">The Business Drivers</h2>
<h3>1. Risk Reduction</h3>
<p>Fixing a defect late in the process can cost <strong>up to 100x more</strong> than catching it early. A study by the <em>Institute of Electrical and Electronics Engineers (IEEE)</em> found that the cost to fix a bug increases exponentially the later it is found in the software lifecycle.</p>
<ul>
<li>
<p>During development: ~$100–200 per defect</p>
</li>
<li>
<p>During testing: ~$1,000 per defect</p>
</li>
<li>
<p>In production: <strong>$10,000+ per defect</strong></p>
</li>
</ul>
<p>Testing reduces the risk of costly outages and service disruptions both financially and reputationally.</p>
<p><em>Defect Cost Curve &#8211; Classic IBM and NIST defect cost model (still cited in ISO/IEC 5055 and SEI studies).</em></p>
<p>This chart illustrates one of the most fundamental truths in software development: the later a defect is found, the more expensive it becomes. During the design or development phase, fixing an issue is almost trivial it may take a few minutes or an hour. But once the same issue reaches testing, and especially production, the cost rises exponentially. At that point, the defect affects more components, more people, and often requires emergency work. That’s why testing and early validation are not “extra steps”; they are powerful cost-avoidance mechanisms.</p>
<h3>2. Faster Time-to-Market</h3>
<p>With robust test coverage and automation, teams can release with confidence. Continuous testing enables <strong>smaller, safer releases</strong>, meaning new features reach customers faster without waiting for manual QA bottlenecks.</p>
<p>Companies that invest in automation report <strong>30–50% faster release cycles</strong> (TestRail/Forrester 2024).</p>
<p><img decoding="async" src="https://sensiolabs.com/f/64790843e23edf32/1002x664-why-tests-developer-productivity-impact.png" alt="Bar chart showing developer productivity Impact : Coding (green 40%, red 20%), Testing (green 15%, red 0%), Bug fixing (green 20%, red 45%), Meetings (green 25%, red 35%)."/><em>Developer Productivity Impact &#8211; Atlassian State of Developer Productivity (2022) &amp; Stripe: Developer Coefficient (2018)</em></p>
<p>This comparison shows how testing directly influences how developers spend their time. In teams with strong test coverage and automation, the majority of time goes into productive work  building features, improving the product, and running predictable testing cycles. In teams without sufficient tests, the opposite happens: a surprisingly large amount of time shifts into bug fixing, regressions, and unplanned meetings triggered by issues that slip through. The takeaway is simple: testing reduces firefighting and gives developers more time to move the business forward.</p>
<h3>3. Cost Efficiency &amp; ROI</h3>
<p>Testing is not a cost center it’s a <strong>profit protector</strong>.</p>
<ul>
<li>
<p>Forrester TEI Report (TestRail, 2024) <span>→</span> 204% ROI over 3 years; 14-month payback</p>
</li>
<li>
<p>Tricentis Case Study <span>→</span> 100% ROI in one year; 90% reduction in manual testing</p>
</li>
<li>
<p>Parasoft (Caesars Entertainment) <span>→</span> $1M cost avoidance through automation</p>
</li>
<li>
<p>IT Convergence Report <span>→</span> 30% testing cost reduction with automation</p>
</li>
</ul>
<p>When you automate repetitive tests and standardize processes, your testing costs go down, while quality and release speed go up.</p>
<p><img decoding="async" src="https://sensiolabs.com/f/e503dcec7526d6c0/1400x744-chart-roi.png" alt="Bar chart showing testing status: 10% untested, 45% partially tested, 110% fully tested in green bars."/><em>ROI Comparison: Tested vs. Untested Projects &#8211; NIST 2020: The Cost of Poor Software Quality in the U.S.</em></p>
<p>This chart demonstrates how testing translates into financial return. Projects with little or no test coverage generate limited ROI because teams continuously lose time and money resolving avoidable issues. As coverage increases, the ROI grows significantly: defects are caught earlier, releases become more stable, and support costs drop. Fully tested systems, especially those supported by automation can even exceed 100% ROI because they enable fast, confident delivery while dramatically reducing the cost of poor quality. In other words, testing pays for itself, often faster than expected.</p>
<h2 id="Real-Case-Studies">Real Case Studies</h2>
<h3>Case Study 1: Caesars Entertainment</h3>
<p><strong>Challenge:</strong> Multiple applications, legacy systems, and frequent regressions increased release risk.</p>
<p><strong>Action:</strong> The team automated &gt;96% of UI tests and 97% of API tests using Parasoft tools.</p>
<p><strong>Outcome:</strong> Over <em>20,000 manual hours saved</em>, translating to more than <em>$1 million cost avoidance</em> in one year.</p>
<blockquote>
<p>Automation gave us measurable savings and confidence in every release.<br />— QA Manager, Caesars Entertainment (Parasoft Case Study)</p>
</blockquote>
<h3>Case Study 2: Global FMCG Company</h3>
<p><strong>Challenge:</strong> Long manual regression cycles delaying releases.</p>
<p><strong>Action:</strong> Adopted Tricentis Tosca for automation.</p>
<p><strong>Outcome:</strong> <em>Full ROI within 12 months, 90% reduction</em> in manual testing, and <em>80% reuse</em> of automated scripts.</p>
<p>(Tricentis Case Study)</p>
<h3>Case Study 3: SaaS Company Scaling Releases</h3>
<p><strong>Challenge:</strong> Manual testing couldn’t keep up with weekly deployments.</p>
<p><strong>Action:</strong> Introduced automated end-to-end tests using Symfony Panther and GitHub Actions.</p>
<p><strong>Outcome:</strong> Reduced release validation time from <em>2 days to 2 hours</em>, while maintaining 99.9% uptime.</p>
<p>This shows that even smaller teams can achieve enterprise-level efficiency with the right testing approach.</p>
<h2 id="How-to-Convince-Your-Boss-or-Your-Leadership-Team">How to Convince Your Boss (or Your Leadership Team)</h2>
<p>Testing is not about perfection, it’s about <strong>predictability, efficiency, and resilience</strong>.</p>
<p>Key Management Takeaways:</p>
<ol>
<li>
<p><strong>Make testing visible</strong> <span>→</span> Link testing outcomes to business metrics (e.g., fewer support tickets = lower operational cost).</p>
</li>
<li>
<p><strong>Invest early (Shift Left)</strong> <span>→</span> Detecting defects during development saves exponential costs later.</p>
</li>
<li>
<p><strong>Automate smartly</strong> <span>→</span> Focus on repetitive, high-risk areas first for maximum ROI.</p>
</li>
<li>
<p><strong>Report with metrics</strong> <span>→</span> Show tangible KPIs like defect escape rate, coverage, and release cycle time.</p>
</li>
<li>
<p><strong>Frame testing as a value driver</strong>, not a blocker <span>→</span> emphasize cost avoidance and faster innovation.</p>
</li>
</ol>
<p>Testing enables <strong>agility with confidence</strong> <span>→</span> the ability to move fast <em>without breaking things</em>.</p>
<h2 id="The-Hidden-ROI-Formula">The Hidden ROI Formula</h2>
<p>Testing ROI can be expressed as:</p>
<p><img decoding="async" src="https://sensiolabs.com/f/acc07c897a22b710/1500x500-roi-formula-en.jpg" alt="Formula to calculate ROI: ((Savings + Cost Avoidance + Productivity Gains) - Testing Costs) / Testing Costs × 100."/></p>
<p>Even modest automation (30–40%) can lead to double-digit ROI within a year, especially for projects with frequent releases.</p>
<h2 id="The-Strategic-Perspective">The Strategic Perspective</h2>
<p>When testing becomes part of your strategy, not an afterthought, it empowers your teams to:</p>
<ul>
<li>
<p>Deliver faster without fear of regressions</p>
</li>
<li>
<p>Reduce unplanned downtime</p>
</li>
<li>
<p>Strengthen customer trust</p>
</li>
<li>
<p>Focus on innovation, not firefighting</p>
</li>
</ul>
<p>In a world where your brand lives through your software, <strong>testing is risk management</strong> and risk management is leadership.</p>
<h2 id="Sources">Sources</h2>
<ol>
<li>
<p>IEEE – <em>Cost of Software Defects</em> (2023)</p>
</li>
<li>
<p>CISQ: The Cost of Poor Software Quality in the U.S. (2022)</p>
</li>
<li>
<p>NIST: The Economic Impacts of Inadequate Infrastructure for Software Testing (2002)</p>
</li>
<li>
<p>Google Cloud / DORA: State of DevOps Report (2023)</p>
</li>
<li>
<p>Functionize: The Cost of Finding Bugs Later in the SDLC</p>
</li>
<li>
<p>Forrester Consulting: Total Economic Impact of TestRail (2024)</p>
</li>
<li>
<p>Parasoft: Caesars Entertainment Case Study (2021)</p>
</li>
<li>
<p>Tricentis: ROI in Test Automation Case Study</p>
</li>
<li>
<p>IT Convergence: ROI of Test Automation Report</p>
</li>
<li>
<p>Testlio: Test Automation Statistics 2025</p>
</li>
<li>
<p>Leapwork: Test Automation ROI Formula</p>
</li>
<li>
<p>Global App Testing: Value of Testing Metrics</p>
</li>
</ol></div>
<p></p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
<br /><a href="https://drivenime.com">Download Anime Batch</a></p>
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		<item>
		<title>The Week in Charts (5/29/26)</title>
		<link>https://xtadalafix.com/the-week-in-charts-5-29-26/</link>
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		<dc:creator><![CDATA[xtadalafix]]></dc:creator>
		<pubDate>Sat, 30 May 2026 00:36:21 +0000</pubDate>
				<category><![CDATA[Uncategorized]]></category>
		<guid isPermaLink="false">https://xtadalafix.com/the-week-in-charts-5-29-26/</guid>

					<description><![CDATA[View the video of this post here. Something I’m excited about is a new offering from YCharts called Communities. It gives advisors a way to follow research and insights from voices they already trust, directly inside the platform many use daily for investment research and client communication. That means instead of trying to recreate the charts [&#8230;]]]></description>
										<content:encoded><![CDATA[<div>
<p class="wp-block-paragraph">View the <strong>video of this post here</strong>.</p>
<p><iframe loading="lazy" title="The Ultimate Pricing Power | The Week in Charts (5/29/26) | Charlie Bilello | Creative Planning" width="640" height="360" src="https://www.youtube.com/embed/FlmEAF2bzC4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></p>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph">Something I’m excited about is a new offering from YCharts called Communities.</p>
<p class="wp-block-paragraph">It gives advisors a way to follow research and insights from voices they already trust, directly inside the platform many use daily for investment research and client communication.</p>
<p class="wp-block-paragraph">That means instead of trying to recreate the charts or analysis after reading my newsletter, YCharts subscribers can quickly pull it up and work with it inside the platform.</p>
<p class="wp-block-paragraph">It’s designed to make following market commentary feel more actionable and integrated into one’s daily workflow.</p>
<p class="wp-block-paragraph">I’m excited to be one of the first Communities available, helping advisors bring the charts and market commentary they follow into their day-to-day workflow.</p>
<p class="wp-block-paragraph"><strong>Click HERE to start a free trial to check it out</strong>. Plus, get 20% off your initial YCharts Professional subscription (new customers only).</p>
<figure class="wp-block-image size-large"></figure>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph"><strong>The most important charts and themes in markets and investing</strong>…</p>
<p class="wp-block-paragraph"><strong>1) The Ultimate Pricing Power</strong></p>
<p class="wp-block-paragraph">Nvidia’s net profit margin surged to a record high of 71% in Q1, up from 12% a decade ago.</p>
<p class="wp-block-paragraph">No company in history has had as much pricing power as Nvidia does today, fueled by its continued dominance in the AI chip market.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="715" height="391" src="https://bilello.blog/wp-content/uploads/2026/05/nvda-net-profit-margin-5-20-26.png" alt="" class="wp-image-16528" srcset="https://bilello.blog/wp-content/uploads/2026/05/nvda-net-profit-margin-5-20-26.png 715w, https://bilello.blog/wp-content/uploads/2026/05/nvda-net-profit-margin-5-20-26-300x164.png 300w" sizes="auto, (max-width: 715px) 100vw, 715px"/></figure>
<p class="wp-block-paragraph">Nvidia stands in a league of its own when it comes to earnings growth and shareholder returns over the last decade.</p>
<p class="wp-block-paragraph">We’ve never seen a company scale this fast at this size.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="836" height="532" src="https://bilello.blog/wp-content/uploads/2026/05/nvda-vs.-everyone-else-last-decade.png" alt="" class="wp-image-16529" srcset="https://bilello.blog/wp-content/uploads/2026/05/nvda-vs.-everyone-else-last-decade.png 836w, https://bilello.blog/wp-content/uploads/2026/05/nvda-vs.-everyone-else-last-decade-300x191.png 300w, https://bilello.blog/wp-content/uploads/2026/05/nvda-vs.-everyone-else-last-decade-768x489.png 768w" sizes="auto, (max-width: 836px) 100vw, 836px"/></figure>
<p class="wp-block-paragraph"><strong>2) An All-Time High a Day</strong></p>
<p class="wp-block-paragraph">Another day, another all-time closing high for the S&amp;P 500.</p>
<p class="wp-block-paragraph">The index has hit 22 so far in 2026 and we still have 7 months to go.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="460" height="505" src="https://bilello.blog/wp-content/uploads/2026/05/SP-aths-5-29-26.png" alt="" class="wp-image-16530" srcset="https://bilello.blog/wp-content/uploads/2026/05/SP-aths-5-29-26.png 460w, https://bilello.blog/wp-content/uploads/2026/05/SP-aths-5-29-26-273x300.png 273w" sizes="auto, (max-width: 460px) 100vw, 460px"/></figure>
<p class="wp-block-paragraph">What’s fueling the vertical advance in the stock market?</p>
<p class="wp-block-paragraph">Earnings.</p>
<p class="wp-block-paragraph">S&amp;P 500 EPS have far exceeded expectations in Q1 (+29% YoY vs. +13% estimate heading in) and are now expected to increase by 24% this year.</p>
<p class="wp-block-paragraph">We’ve never before seen earnings growth this high outside of post-recessionary rebounds. This is an unprecedented boom driven by the massive EPS gains in big tech from AI.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="430" src="https://bilello.blog/wp-content/uploads/2026/05/SP-eps-annually-5-29-26.png" alt="" class="wp-image-16531" srcset="https://bilello.blog/wp-content/uploads/2026/05/SP-eps-annually-5-29-26.png 840w, https://bilello.blog/wp-content/uploads/2026/05/SP-eps-annually-5-29-26-300x154.png 300w, https://bilello.blog/wp-content/uploads/2026/05/SP-eps-annually-5-29-26-768x393.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph"><strong>3)</strong> <strong>The Memory Mania</strong></p>
<p class="wp-block-paragraph">The Roundhill Memory ETF (Ticker: $DRAM) launched on April 2 of this year.</p>
<p class="wp-block-paragraph">It already has $12 billion in assets under management, becoming the fastest ETF in history to cross above $10 billion.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="568" src="https://bilello.blog/wp-content/uploads/2026/05/dram-aum-5-29-26.png" alt="" class="wp-image-16532" srcset="https://bilello.blog/wp-content/uploads/2026/05/dram-aum-5-29-26.png 839w, https://bilello.blog/wp-content/uploads/2026/05/dram-aum-5-29-26-300x203.png 300w, https://bilello.blog/wp-content/uploads/2026/05/dram-aum-5-29-26-768x520.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph">What’s behind the massive inflows?</p>
<p class="wp-block-paragraph">Investors chasing performance with the ETF more than doubling since its launch less than 2 months ago.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="566" src="https://bilello.blog/wp-content/uploads/2026/05/dram-return-5-29-26.png" alt="" class="wp-image-16540" srcset="https://bilello.blog/wp-content/uploads/2026/05/dram-return-5-29-26.png 839w, https://bilello.blog/wp-content/uploads/2026/05/dram-return-5-29-26-300x202.png 300w, https://bilello.blog/wp-content/uploads/2026/05/dram-return-5-29-26-768x518.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph">What are the biggest holdings in this ETF?</p>
<p class="wp-block-paragraph">Micron Technology (28%) and two South Korean companies: SK hynix (28%) and Samsung (18%). Together they make up 74% of the ETF.</p>
<p class="wp-block-paragraph">Micron Technology’s market cap crossed above the $1 trillion mark this week and has increased by over 10x in the last year.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="564" src="https://bilello.blog/wp-content/uploads/2026/05/mu-market-cap-5-29-26.png" alt="" class="wp-image-16541" srcset="https://bilello.blog/wp-content/uploads/2026/05/mu-market-cap-5-29-26.png 839w, https://bilello.blog/wp-content/uploads/2026/05/mu-market-cap-5-29-26-300x202.png 300w, https://bilello.blog/wp-content/uploads/2026/05/mu-market-cap-5-29-26-768x516.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph">SK hynix and Samsung are the two largest stocks in the South Korean stock market (54% combined weight in $EWY ETF).</p>
<p class="wp-block-paragraph">As a result, South Korean stocks have more than quadrupled over the last 17 months, trouncing every other country.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="806" height="430" src="https://bilello.blog/wp-content/uploads/2026/05/country-etf-returns.png" alt="" class="wp-image-16537" srcset="https://bilello.blog/wp-content/uploads/2026/05/country-etf-returns.png 806w, https://bilello.blog/wp-content/uploads/2026/05/country-etf-returns-300x160.png 300w, https://bilello.blog/wp-content/uploads/2026/05/country-etf-returns-768x410.png 768w" sizes="auto, (max-width: 806px) 100vw, 806px"/></figure>
<p class="wp-block-paragraph"><strong>4) Amazon IPO vs. SpaceX</strong> <strong>IPO</strong></p>
<p class="wp-block-paragraph">Amazon’s IPO in June 1997 came less than 3 years after Jeff Bezos founded the company.</p>
<p class="wp-block-paragraph">Its market cap at the time: $442 million.</p>
<p class="wp-block-paragraph">Its market cap today: $2.865 trillion.</p>
<p class="wp-block-paragraph">That’s a 6,484x increase.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="563" src="https://bilello.blog/wp-content/uploads/2026/05/image-5.png" alt="" class="wp-image-16543" srcset="https://bilello.blog/wp-content/uploads/2026/05/image-5.png 840w, https://bilello.blog/wp-content/uploads/2026/05/image-5-300x201.png 300w, https://bilello.blog/wp-content/uploads/2026/05/image-5-768x515.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph">The SpaceX IPO is set to price in June after 24 years as a private company. Its valuation hit $1.5 trillion this month, up from $10 billion a decade ago. Its market cap is expected to be at least $1.75 trillion when it goes public, making it the 7th biggest public company in the US.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="634" height="409" src="https://bilello.blog/wp-content/uploads/2026/05/spacex-valuation-history-5-24-26-1.png" alt="" class="wp-image-16544" srcset="https://bilello.blog/wp-content/uploads/2026/05/spacex-valuation-history-5-24-26-1.png 634w, https://bilello.blog/wp-content/uploads/2026/05/spacex-valuation-history-5-24-26-1-300x194.png 300w" sizes="auto, (max-width: 634px) 100vw, 634px"/></figure>
<p class="wp-block-paragraph">The entire IPO investing landscape has changed with companies staying private far longer than ever before (see our <strong>Podcast Discussion</strong> on IPO investing).</p>
<p class="wp-block-paragraph"><strong>5) Persistent Inflation: Taking Its Toll</strong></p>
<p class="wp-block-paragraph">The Fed’s preferred measure of inflation (Core PCE) moved up to 3.3% in April, its highest level since October 2023. Core PCE has now been above the Fed’s target level for 62 consecutive months.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="848" height="485" src="https://bilello.blog/wp-content/uploads/2026/05/core-pce-yoy-5-28-26.png" alt="" class="wp-image-16533" srcset="https://bilello.blog/wp-content/uploads/2026/05/core-pce-yoy-5-28-26.png 848w, https://bilello.blog/wp-content/uploads/2026/05/core-pce-yoy-5-28-26-300x172.png 300w, https://bilello.blog/wp-content/uploads/2026/05/core-pce-yoy-5-28-26-768x439.png 768w" sizes="auto, (max-width: 848px) 100vw, 848px"/></figure>
<p class="wp-block-paragraph">The persistence of higher and higher prices seems to be taking its toll. Two examples:</p>
<ul class="wp-block-list">
<li>Rising Delinquencies in Credit Cards (13.1%, highest since 2011), Student Loans (10.3%, highest since 2020) and Auto Loans (5.6%, highest on record).</li>
</ul>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="907" height="653" src="https://bilello.blog/wp-content/uploads/2026/05/90-delinquncies-ny-fed-data-5-13-26.png" alt="" class="wp-image-16545" srcset="https://bilello.blog/wp-content/uploads/2026/05/90-delinquncies-ny-fed-data-5-13-26.png 907w, https://bilello.blog/wp-content/uploads/2026/05/90-delinquncies-ny-fed-data-5-13-26-300x216.png 300w, https://bilello.blog/wp-content/uploads/2026/05/90-delinquncies-ny-fed-data-5-13-26-768x553.png 768w" sizes="auto, (max-width: 907px) 100vw, 907px"/></figure>
<ul class="wp-block-list">
<li>The lowest Personal Savings Rate in the US (2.6%) since April 2008.</li>
</ul>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="838" height="567" src="https://bilello.blog/wp-content/uploads/2026/05/personal-savings-rate-5-28-26.png" alt="" class="wp-image-16534" srcset="https://bilello.blog/wp-content/uploads/2026/05/personal-savings-rate-5-28-26.png 838w, https://bilello.blog/wp-content/uploads/2026/05/personal-savings-rate-5-28-26-300x203.png 300w, https://bilello.blog/wp-content/uploads/2026/05/personal-savings-rate-5-28-26-768x520.png 768w" sizes="auto, (max-width: 838px) 100vw, 838px"/></figure>
<p class="wp-block-paragraph"><strong>6) A Few Interesting Stats…</strong></p>
<p class="wp-block-paragraph">a) Self-driving taxi company Waymo is now doing over 1.3 million rides per month in California, a 16x increase over the past two years.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="969" height="617" src="https://bilello.blog/wp-content/uploads/2026/05/waymo-paid-rides-5-18-26.png" alt="" class="wp-image-16518" srcset="https://bilello.blog/wp-content/uploads/2026/05/waymo-paid-rides-5-18-26.png 969w, https://bilello.blog/wp-content/uploads/2026/05/waymo-paid-rides-5-18-26-300x191.png 300w, https://bilello.blog/wp-content/uploads/2026/05/waymo-paid-rides-5-18-26-768x489.png 768w" sizes="auto, (max-width: 969px) 100vw, 969px"/></figure>
<p class="wp-block-paragraph">b) The S&amp;P 500’s Dividend Yield has moved down to 1.07%, the lowest level in history.</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="686" height="455" src="https://bilello.blog/wp-content/uploads/2026/05/SP-500-dividend-yield-5-22-26.png" alt="" class="wp-image-16519" srcset="https://bilello.blog/wp-content/uploads/2026/05/SP-500-dividend-yield-5-22-26.png 686w, https://bilello.blog/wp-content/uploads/2026/05/SP-500-dividend-yield-5-22-26-300x199.png 300w" sizes="auto, (max-width: 686px) 100vw, 686px"/></figure>
<p class="wp-block-paragraph">c) Nvidia’s forward P/E ratio (17x) is less than half the forward P/E ratio of Walmart (36x) and Costco (44x).</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="839" height="596" src="https://bilello.blog/wp-content/uploads/2026/05/cost-wmt-nvda-forward-pe-ratios-5-28-26.png" alt="" class="wp-image-16535" srcset="https://bilello.blog/wp-content/uploads/2026/05/cost-wmt-nvda-forward-pe-ratios-5-28-26.png 839w, https://bilello.blog/wp-content/uploads/2026/05/cost-wmt-nvda-forward-pe-ratios-5-28-26-300x213.png 300w, https://bilello.blog/wp-content/uploads/2026/05/cost-wmt-nvda-forward-pe-ratios-5-28-26-768x546.png 768w" sizes="auto, (max-width: 839px) 100vw, 839px"/></figure>
<p class="wp-block-paragraph">d) Amazon vs. Walmart…</p>
<p class="wp-block-paragraph">25 yrs ago: Walmart revenue 68x larger than Amazon<br />20 yrs ago: Walmart revenue 36x larger than Amazon<br />15 yrs ago: Walmart revenue 12x larger than Amazon<br />10 yrs ago: Walmart revenue 4x larger than Amazon<br />Today: Amazon revenue &gt; Walmart revenue</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="840" height="579" src="https://bilello.blog/wp-content/uploads/2026/05/amzn-wmt-5-25-26.png" alt="" class="wp-image-16538" srcset="https://bilello.blog/wp-content/uploads/2026/05/amzn-wmt-5-25-26.png 840w, https://bilello.blog/wp-content/uploads/2026/05/amzn-wmt-5-25-26-300x207.png 300w, https://bilello.blog/wp-content/uploads/2026/05/amzn-wmt-5-25-26-768x529.png 768w" sizes="auto, (max-width: 840px) 100vw, 840px"/></figure>
<p class="wp-block-paragraph">e) What’s been the best hedge against inflation over the past 50 years? (Podcast Discussion)</p>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="961" height="613" src="https://bilello.blog/wp-content/uploads/2026/05/image-4.png" alt="" class="wp-image-16539" srcset="https://bilello.blog/wp-content/uploads/2026/05/image-4.png 961w, https://bilello.blog/wp-content/uploads/2026/05/image-4-300x191.png 300w, https://bilello.blog/wp-content/uploads/2026/05/image-4-768x490.png 768w" sizes="auto, (max-width: 961px) 100vw, 961px"/></figure>
<hr class="wp-block-separator has-alpha-channel-opacity"/>
<p class="wp-block-paragraph">And that’s it for this week. Thanks for reading!</p>
<p class="wp-block-paragraph">Every week I do a video breaking down the most important charts and themes in markets and investing. <strong>Subscribe to our YouTube channel HERE</strong> for the latest content.</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="517" src="https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-28-26-1024x517.png" alt="" class="wp-image-16546" srcset="https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-28-26-1024x517.png 1024w, https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-28-26-300x152.png 300w, https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-28-26-768x388.png 768w, https://bilello.blog/wp-content/uploads/2026/05/etf-returns-5-28-26.png 1091w" sizes="auto, (max-width: 1024px) 100vw, 1024px"/></figure>
<p class="wp-block-paragraph">Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. Read our full disclosures here.</p>
</div>
<p></p>
<h2>PakarPBN</h2>
<p></p>
<p>A Private Blog Network (PBN) is a collection of websites that are controlled by a single individual or organization and used primarily to build backlinks to a “money site” in order to influence its ranking in search engines such as Google. The core idea behind a PBN is based on the importance of backlinks in Google’s ranking algorithm. Since Google views backlinks as signals of authority and trust, some website owners attempt to artificially create these signals through a controlled network of sites.</p>
<p>In a typical PBN setup, the owner acquires expired or aged domains that already have existing authority, backlinks, and history. These domains are rebuilt with new content and hosted separately, often using different IP addresses, hosting providers, themes, and ownership details to make them appear unrelated. Within the content published on these sites, links are strategically placed that point to the main website the owner wants to rank higher. By doing this, the owner attempts to pass link equity (also known as “link juice”) from the PBN sites to the target website.</p>
<p>The purpose of a PBN is to give the impression that the target website is naturally earning links from multiple independent sources. If done effectively, this can temporarily improve keyword rankings, increase organic visibility, and drive more traffic from search results.</p>
<p><a href="https://pakarpbn.com">Jasa Backlink</a><br />
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