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Tech Sector Overbought Streak
Below is a look at a one-year price chart of the S&P 500 Technology sector.
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Bespoke Investment Group
No Sign of Investors Fleeing "US Exceptionalism"
After the close yesterday, the US Treasury reported the largest inflow of foreign capital to that market (net purchases) since 2022, obliterating the…
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Bespoke Investment Group
Nasdaq 100 (QQQ): 2025 vs. 2020-2024
The mega-cap Tech-heavy Nasdaq 100 (QQQ) was sitting on a year-to-date gain of 10% through 2025's first 134 trading days (through 7/17).
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Bespoke Investment Group
Trump 1.0 vs. 2.0: Back on Track?
Back on April 8th, the S&P 500 was down 16.9% in the 55 trading days since Inauguration Day on January 20th, but as shown below, the index has recovered…
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Bespoke Investment Group
Morning Note - 7/18/25
There’s little action going on in equity futures this morning as the market looks to close out what was an important week in terms of economic and…
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Bespoke Investment Group
Longshot Ideas
Back on May 19th, we published a Chart of the Day titled "Longshot Ideas" featuring 15 small-cap stocks "across our AI Baskets, the Bespoke 50, and our…
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Bespoke Investment Group
Morning Note - 7/17/25
"All money is a matter of belief." - Adam Smith
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Bespoke Investment Group
Morning Note - 7/16/25
"There is always some kid who may be seeing me for the first time.
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Bespoke Investment Group
Bitcoin, IBIT Trounce Stocks
The iShares Bitcoin ETF (IBIT) has been the fastest-growing ETF of all time, eclipsing $70 billion in assets in less than 18 months and currently up to…
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Bespoke Investment Group
Earnings Season Begins
The first of the big banks have reported this morning which means that earnings season is off to the races.
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Bespoke Investment Group
Morning Note - 7/15/25
Below is a snippet of commentary from Bespoke’s daily Morning Lineup.
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Bespoke Investment Group
Chart of the Day: Still Waiting
Headline and core CPI and headline and core PPI have all missed consensus economist estimates for a record four straight months.
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Bespoke Investment Group
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