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Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from ... more

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An Earnings Season To Remember
With just a few days left until the unofficial end of the reporting period, this earnings season is on pace to be one of the better ones of the last several years.
Small Business Optimism Bounces More Than Expected
Small business optimism increased more than expected in October, rising from 101.8 up to 102.4 compared to economist expectations for an increase to just 102.0.
Dividend Stock Spotlight: AbbVie (ABBV)
The Health Care sector has rebounded recently, and pharmaceutical stock AbbVie has rallied right alongside the sector.
To The Extreme
It’s not too often that we have the opportunity to invoke the name of a Vanilla Ice album to describe the market, but after the last five weeks of trading, US equities have reached overbought levels “To the Extreme”.
Annual Holiday Slowdown Upcoming?
The period from September through early October has historically been the most volatile time of the year for the US equity market, and then things slow down dramatically throughout the holiday season.
S&P Dividend Yield Vs. 10-Year Treasury Yield
The big drop in Treasury yields seen for most of 2019 made equities more and more attractive from a dividend yield perspective.
Chinese Stocks Showing Signs Of Life
While the Shanghai Composite index has been lacking in vitality, smaller-cap Chinese stocks have been showing signs of life.
S&P 500 Sector Weightings Report
S&P 500 sector weightings are important to monitor. Over the years when weightings have gotten extremely lopsided for one or two sectors, it hasn’t ended well.
Sentiment Sharply Rebounds
Fresh all-time highs in the major indices have finally boosted investor confidence as per AAII data.
New Highs For The Transports Of Today And Yesteryear
With the Transports on pace to close at an all-time high for the first time in over a year today, the strength helps to serve as confirmation of the broader market rally.
Claims Remain Rangebound
Initial jobless claims improved this week, falling to 211K from an upwardly revised 219K last week.
Dividend Stock Spotlight: Leggett & Platt (LEG)
Leggett & Platt's dividend has historically been safe as the 136-year-old company is a Dividend Aristocrat having grown its payout for the past 47 consecutive years.
The Few, The Lowly, The Laggards
With less than two months left to go in 2019, the S&P 500 is sitting on a gain of nearly 23% YTD, and all but two of the index’s 24 industry groups are up by at least double-digit percentages.
Alphabet’s Invisible Fence
It seems as though any index you look at these days whether here or around the world is either breaking out to new 52-week highs. One very large stock that hasn’t been quite able to join in the fun is Alphabet (GOOGL).
Leaders And Laggards Since FOMC
We’ve now had nearly a full week of trading since last Wednesday’s FOMC meeting. During that time, we’ve seen a real shift in leadership as defensive sectors have sold off while cyclical sectors have been on fire.
Best And Worst Performing Russell 1,000 Stocks YTD
In the large-cap Russell 1,000, the average stock is up 24.5% YTD. Notably, there are more stocks in the index up 50%+ year-to-date (143) than there are stocks that are down on the year (136).
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