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Bespoke Investment Group

Financial Research, Money Management
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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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Recent Winners Become Losers For A Day
Wednesday, June 7, 2023 6:47 PM EDT
The large-cap Russell 1,000 fell 0.35% on the day, but more than 2/3 of stocks in the index were actually up on the day, so breadth was quite strong. 
In this article: UPST, MRVL, PACW, CVNA, MDB, ZS, SOFI, DNA, NVDA, U
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Slow Drift Higher In Stocks And Rates
Wednesday, June 7, 2023 9:17 AM EDT
It’s another quiet morning in the markets today as futures are little changed with a positive bias. Crude oil and yields are also higher.
In this article: KRE Also: OIL, BITCOMP
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Target’s Troubles
Thursday, June 1, 2023 3:00 PM EDT
​​​​​​​It’s been a miserable couple of weeks for shares of Target as the stock is on pace for its tenth straight day of losses today.
In this article: TGT
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May And YTD 2023 Asset Class Performance
Thursday, June 1, 2023 11:39 AM EDT
May was a month of divergence where Tech/AI soared, and the rest of the market fell.
In this article: QQQ, AGG, DVY, UNG, USO, XLB, XLE, XLK, XLP, XLU
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Debt Deal Moves To The House
Wednesday, May 31, 2023 9:20 AM EDT
Treasury yields are lower along with crude oil even as the debt ceiling deal moved out of Committee and is set for a full vote.
In this article: OIL, UCO
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Some Good Inflation News
Wednesday, May 31, 2023 1:40 AM EDT
While the market prices in a much higher likelihood of a rate hike at the June meeting, there was actually some decent news on the inflation front today.
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Home Prices Bounce In Hardest Hit Areas
Tuesday, May 30, 2023 4:29 PM EDT
Case Shiller home prices had been falling rapidly in many of the twenty cities tracked, but in March we actually saw a pretty big month-over-month bounce in some of the hardest-hit areas.
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Tech In Orbit
Friday, May 26, 2023 5:20 PM EDT
Tech has led the way higher with a sharp move this week. The sector is now extremely overbought, trading 3.23 standard deviations above its 50-DMA; the fifth most overbought reading on record.
In this article: XLB, XLF, XLI, XLK, XLP, XLV, XLY, XLC
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Copper Under The Weather
Monday, May 22, 2023 1:23 PM EDT
Copper is now down over 15% from its YTD high, and it’s testing the bottom of its longer-term uptrend channel.
In this article: COPX, JJC
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Merger Monday
Monday, May 22, 2023 10:10 AM EDT
This morning, Chevron announced a deal to acquire PDC Energy for $72 per share in stock.
In this article: CVX, GHL, VECT, IRWD, PDCE, GLD
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Stocks And Bonds Part Ways
Friday, May 19, 2023 1:34 PM EDT
Since April 6th, TLT is down 6.8% while the S&P 500 is up 2.7%.
In this article: SPY, TLT
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Nasdaq Outperforms The DJIA By A Bull Market
Thursday, May 18, 2023 4:26 PM EDT
Every day it seems the gap just keeps getting wider, and today the YTD performance spread between the Nasdaq and the DJIA widened out to over 20 percentage points.
In this article: QQQ, DIA, NDX, DJI
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Optimism Over Debt Ceiling
Wednesday, May 17, 2023 9:30 AM EDT
Politicians on both sides of the aisle are still talking tough regarding the debt ceiling, but there are signs of progress being made as President Biden has announced that he will cut short his trip to Asia. 
In this article: SPX Also: HD, JPM, TGT, WMT
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Homebuilders Sentiment And Stocks Still On The Rise
Tuesday, May 16, 2023 8:38 PM EDT
Housing activity appears to have finally stabilized after plummeting earlier in the tightening cycle.
In this article: ITB
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NY Fed Plummets
Monday, May 15, 2023 2:00 PM EDT
The index plummeted all the way down to -31.8, the lowest since January when the index reached a slightly worse -32.9.
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Claims High; PPI Low
Thursday, May 11, 2023 9:30 AM EDT
Initial jobless claims came in higher than expected, continuing claims were modestly below estimates, headline PPI was weaker than expected, and core PPI was in line with expectations.
In this article: KRE
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