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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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Gas Prices Put Into Perspective
The national average for a gallon of gasoline according to AAA crossed back above $3 this week for the first time since October 2014.
“Inflation” Trends
While the current level of CPI looks very high relative to the post-financial crisis period, from a longer-term perspective, it still has yet to show signs of breaking out from its thirty-year range.
Small Businesses Growingly Concerned About Inflation
The NFIB’s monthly survey on small business sentiment showed rising prices, tight labor market conditions, and overall improving demand.
Record Highs In 52-Week Highs
Although equities were lower today, for a large portion of stocks these declines represent reversals from 52-week highs.
Russell 3000 50/50 Club
If the performance of GameStop this year has shown us anything, it is that it’s been a crazy year for the stock market.
Bad Starts To May For The Nasdaq And Russell 2000
Looking at the Nasdaq Composite (which has a longer history than the Nasdaq 100) the index is down again today which leaves it down nearly 5% month-to-date.
China (MCHI) Following In The Footsteps Of ARK Innovation (ARKK)
Just like ARKK, MCHI ripped higher earlier this year before plummeting throughout the spring.
Sell In May In Full Effect
If there is any week this month that the “sell in May” saying would apply, it would be the current one.
ARK Sinking?
The recent struggles of the ARK Innovation ETF have been well-documented, so while there’s no reason to state the obvious, the last couple of days have been notable for a couple of reasons.
ARKK Stocks Breakdowns And Bounces
After struggling for most of the past couple of months, momentum and Tech stocks are broadly outperforming today.
Individuals, Writers, And Managers All Still Bullish
Bullish sentiment as measured through the AAII weekly survey rose 1.7 percentage points to 44.3%. While not a particularly large increase, this week did mark the first time bullish sentiment has risen in a month.
Claims Finally Break Below 500K
Last week’s number for seasonally adjusted initial jobless claims was revised higher by 37K.
Cruise Stocks Running Aground
A key sign of good news being priced into a stock happens when you start to see selling into strength, and that’s exactly what we’ve seen over the last several weeks in the cruise operators.
Still No Love For Strong Earnings
For a few quarters now we have seen extremely strong earnings reports relative to expectations.
Ethereum Surges And Then Some
Ethereum’s market cap currently clocks in at about $380 billion (compared to $1 trillion for bitcoin), so the 50% rally in two weeks works out to an increase of around $50 billion.
Restaurants Reopening
As vaccines continue to roll out, people are returning to bars and restaurants. While the general business environment has improved for food, beverage, restaurants, and other related industries, the stocks of these companies have been a bit mixed.
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