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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 institutions ...more


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Does Bad Breadth Lead To Weak Returns?
Over the last four weeks (20 trading days), there have been seven days in which the S&P 500 has closed higher on the day, yet there were more stocks in the index that closed lower rather than higher.
99 Outperformers And The Dow Ain’t One
S&P 500 and Nasdaq futures are off to an ever so slightly positive start to the week as the Dow underperforms with modest declines.
Low Yields
The 10-year yield traded to its lowest level since late March this morning while the 2-year yield was at its lowest since early April.
Jobless Claims Swing Higher
For seasonally adjusted initial claims, there was a jump to 242K in the first week of June, the highest reading since last August.
More Weaker Than Expected Inflation Data
Both jobless claims and PPI came in weaker than expected. Initial jobless claims surged to the highest level since last August. PPI came in weaker than expected at both the headline and core levels.
CPI Vs. Fed
Both stock and bond market bulls are basking in the sun today as this morning's inflation data for May came in weaker than expected across the board.
Record Gold Long Positioning
​​​​​​​Gold is up about 12% year-to-date, but it's down just under 5% since peaking at $2,450/ounce back on May 21st.
Small Business Bull Whips And Election Jitters
While still historically muted, this month's reading was the highest level of small business sentiment since last December.
Politics Weighs On Sentiment
After record highs for the S&P 500 and Nasdaq yesterday, there’s a negative bias this morning as European stocks are lower given the political uncertainties most notably in France.
Apple's "Golden" Moment
As the stock has rallied from its lows in the last several weeks, AAPL is on the verge of completing a golden cross formation which technical analysts consider a bullish pattern.
Are You Diversified?
Yesterday was the first time ever that three U.S. companies ended the day with market caps of more than $3 trillion.
Softening Indeed, Wednesday, June 5
This morning, we’re seeing a modestly positive tone in equity markets as treasury yields have barely moved. The risk-on mentality can be seen in Bitcoin where prices cracked back above $70K yesterday and now sit right around $71K.
EM Election Madness
Equities in the U.S. have gotten off to a weak start this month with the S&P 500 (SPY) down modestly over the past couple of sessions.
Downward Debt
Although the second half of May was weak for US Treasuries, long-term US Treasuries had a positive return in May as the iShares 20+ Year Treasury Bond ETF rallied 2.9%.
Start Of Summer Snoozing
In spite of slow starts coming back from the holiday, historically the week of Memorial Day has seen the S&P 500 move higher.
Semis – 20% In Five Weeks
Since its closing low on April 19, the Philadelphia Semiconductor Index (SOX) has rallied over 20% in five weeks. When anything rallies that much in so little time, you can't help but take notice.
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