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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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Investors Slightly More Positive
The weekly investor sentiment survey from AAII rose this week to 37.63% after dropping to 31.72% last week.
Don’t Fret About Higher Claims
Claims spiked to their highest level since September of 2017 at 252K. That was a 49K rise from last week and a 38K miss relative to forecasts.
No Quitters In These SOX
With the Philadelphia Semiconductor Index (SOX) up over 50% on the year, there’s more than a bit of skepticism on the part of analysts as to whether the group can keep up the momentum heading into 2020.
The Best Performing Stocks Of 2019
The Russell 3000 contains US stocks from large-caps to small-caps that make up more than 98% of publicly-traded market cap. The top-performing stock is AXSM, which has developed a promising narcolepsy drug.
Tesla Once Again The Highest Valued US Auto Maker
TSLA boasts the largest market cap at the current moment with the company valued at $63.97 billion.
Semis Testing Support
In the last week, the Philadelphia Semiconductor Index (SOX​) has made a nice recovery off of its early December low, and in that rally, it also broke its intraday downtrend that had been in place since the SOX’s 11/15 intraday high.
Dividend Stock Spotlight: Unum Group (UNM)
With a dividend payout ratio of just 24.55% and a history of consistent growth over the past decade, the company appears capable of continuing to grow the payout without worry.
Investor Sentiment Still Fragile
Even more than a decade after the lows of the credit crisis and the S&P 500 trading at double the level it traded at when it peaked in 2007, investors still look at equities with suspicion.
Leveraged Long ETFs In 2019
Leveraged ETFs tend to do best in tracking their underlying asset during trending markets as opposed to choppy periods.
S&P 500 Leading And Lagging Industry Groups
Friday’s rally in the S&P 500 helped to bring the S&P 500 right back within spitting distance of its record closing high from right before Thanksgiving and back up above 25% in terms of its YTD gain.
Earnings Give Ulta The Chance To Fill The Gap
Earnings are not the only catalyst for ULTA as the stock has traded around multiple significant support and resistance levels.
Gaps Higher On Jobs Gains Tend To Run
When the monthly Employment Situation Report delivers positive news, equities tend to keep moving higher in the aftermath.
November Employment Report Preview
Heading into tomorrow’s Non-Farm Payrolls report, economists are expecting an increase in payrolls of 185K, which would be a 57K increase from October’s reading of 128K.
Less Optimistic But Not Pessimistic
As equities have pulled off of their highs, so too has sentiment which has continued to shift more negative in the three weeks since its recent peak of 40.7%.
Give Thanks For The Big Drop In Claims
Initial jobless claims data of late has been all over the place. This week’s report came in at the lowest level since April’s multi-decade low of 193K.
ISM Services Weaker Than Expected
It hasn’t been a great day for US economic data. After the ADP Private Payrolls report missed expectations by around 75K, the November reading in the ISM Services index came in weaker than expected, falling from 54.7 down to 53.9.
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