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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


Latest Posts
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End In Sight For Philly Supply Chain Stress?
While the headline index fell sharply, the rest of the report was perhaps more mixed.
Sentiment Little Changed – Still Bearish
Around a quarter of respondents remain in the bullish camp as has now been the case for three weeks in a row.
Post-COVID Gains For Small-Cap Growth Go Poof!
The shift from growth to value has been even more dramatic in the more economically sensitive small-cap space.
Stocks Near Pre-COVID Highs - Thursday, May 19
The S&P 500 is still up over 15% relative to its pre-COVID high, but as of yesterday’s close, 41.2% of S&P 500 members were below their respective pre-COVID highs as 26 members crossed below this critical level yesterday.
Sans Seasonality, Notable Drop In Mortgage Apps
Rising interest rates have taken their toll on housing data, but the pain has not ceased.
Mixed Housing Data
The latest updates on Housing Starts and Building Permits showed a mixed picture.
Homebuilders Sentiment Free Fall
Although material cost pressures have shown some signs of alleviating, the cost to finance a home has only increased with the national average of a 30-year fixed-rate mortgage hovering around 5.5%.
The Overbought Buck
At the moment, the dollar is testing the aforementioned steep uptrend off the late March low.
Retail Sales: Bricks Leading Clicks
While Retail Sales have continued to grow at a healthy clip, there’s been an interesting shift between the drivers of the strength.
IPOs In Worst Drawdown Since The Dot Com Bust
Since peaking with the rest of the most aggressively valued stocks in early 2021, IPOs as a group are in a 60%+ drawdown.
Empire Fed Goes From One End To The Other
May’s first reading on regional manufacturing activity out of New York showed significant deterioration.
Stocks Near Pre-COVID Highs
Yesterday, the S&P 500 fell by 10 basis points to close at a new 52-week low, but the index is still up over 15% relative to pre-COVID highs.
Stocks Near Pre-COVID Highs - Thursday, May 12
As things currently stand, 41.2% of S&P 500 members are now below their pre-COVID highs, and an additional 18 stocks (3.6% of members) are just 2% or less above their closing high prices between the start of 2019 and the end of February 2020.
Continuing Claims Reach More Multi-Decade Lows
Initial jobless claims came in weaker than expected this week rising to 203K instead of the expected decline to 193K.
Over 40% Of S&P 500 Stocks Below Pre-COVID Highs
A number of stocks that originally surged in the COVID world have been hit hard in the post-Covid environment, and some of the biggest COVID losers during the lockdowns have turned into market leaders.
Small Business Problems
Looking across the most important problems reported by small businesses in the NFIB’s monthly survey, inflation takes the cake as the biggest concern.
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