Jul 5, 2024
We publish a lot of market-related content each week, and we want to make sure you don’t miss the most important topics. Below are some charts and tables we view as “can’t miss” from the last week.
The second half of the year began this week, and below is a recap of how various ETFs across asset classes did in the first half of 2024:
The average stock in the Russell 1,000 was up just slightly in the first half, and four stocks in the index gained more than 100%: NVIDIA (NVDA), Vistra (VST), Cava (CAVA), and AppLovin (APP). Below is a more expanded list of the best-performing stocks in the first half:
To continue reading the rest of this week’s “Can’t-Miss” analysis, which includes another dozen or so important market-related topics, sign up for one of our two membership levels with our July 4th special below!
Bespoke Premium July 4th Special — 74 Days for $17.76, then 20% Off
Bespoke Institutional July 4th Special — 74 Days for $17.76, then 20% Off
Below is a snapshot of what’s included so that you can decide which membership option is right for you:
If you didn’t get a chance to buy one yet, go check out our July 4th-themed Bespoke Threads shirts that will be available online for a few more days! Click here or on either of the images below to buy yours now!
Separately, please read on to learn about a new initiative launching in July that we’re very excited about!
STOCK MARKET SUMMER CAMP FOR STUDENTS
If you or any of your friends or colleagues have children, grandchildren, nieces, or nephews, please take note!
Here at Bespoke we’ve been following the stock market 24/7 for more than two decades, so based on the “10,000 hour” rule, we can confidently say that we are market “pros”.
At the same time, traditional education across grades K-12 doesn’t focus on the stock market, investing, and how it all works.
For years, we’ve thought about addressing the “stock market literacy gap” for students across the country. Now, we’ve come up with a plan!
Starting this summer, we are now offering “Stock Market Camp” for students in grades 5-8 and 9-12!
Bespoke’s Stock Market Camp will run for five days from Monday-Friday with each live Zoom class lasting roughly 75 minutes. Camp will be fun, engaging, and interactive, and by the end of the week, students will have a basic understanding of how the stock market and investing works! If a live class is missed, a recording will be available.
We don’t have to tell you how valuable knowing this information at a young age can be! Instead of kids playing video games, scrolling through TikTok, or messing around on Snapchat, we think our five-day Stock Market Camp will pay major dividends down the road!
For now we are making our Stock Market Camp available to students that are referenced by Bespoke readers. We are running one week of camp for high school students (grades 9-12) from July 22nd-26th, and one week of camp for middle school students (grades 5-8) from August 12th-16th. Each weekly camp will be capped at 40 students max, so please sign up ASAP to reserve your student’s spot. You can purchase as many spots as you’d like or forward this email to colleagues and have them sign up.
SIGN UP YOUR STUDENT OR STUDENTS TODAY AS THE CAMPS ARE LIMITED TO JUST 40 ATTENDEES!
STOCK MARKET CAMP GRADES 9-12
STOCK MARKET CAMP GRADES 5-8
We will touch base after sign-up to gather the pertinent information. If you sign up and the student cannot attend during the dates listed above, we can either provide access to a full recording of the camp or a credit for a future camp. Refunds will be provided upon request if we are notified at least one week before the camp’s start date.
Please reach out if you have any questions about Bespoke’s Stock Market Camp. The camp is for informational and educational purposes only, and there will be no investment advice or recommendations provided. All discussions will be impersonal and historical in nature. There will be no forward-looking analysis or discussion.
STOCK MARKET CAMP GRADES 9-12
STOCK MARKET CAMP GRADES 5-8
Don’t forget to go check out our Bespoke Threads site to pick up some super-soft Bespoke merch!!!
Have a great weekend!
Jul 1, 2024
This content is for members only
Jun 28, 2024
If you missed Bespoke’s Paul Hickey on CNBC earlier this week, you can view it by clicking here or on the thumbnail image below.
With the first half of 2024 now behind us, below is a snapshot of asset class performance across the financial landscape using US-listed ETFs and other exchange traded products. For each ETF, we provide total returns for the first half (YTD), Q2, and June.
The S&P 500 (SPY) and Nasdaq 100 (QQQ) posted strong returns across all three time frames and enters the second half up more than 15% on the year. Large-cap growth (IVW) was up the most of any ETF in the entire matrix in the first half with a gain of 23.45%. While large-cap growth surged, large-cap value (IVE) was only up 5.6% in the first half, and small-caps (IJR, IWM) were actually flat or down. The small-cap value ETF (IJS) finished June down 4.8% YTD.
Looking at sectors, ten of eleven posted gains in the first half, with Real Estate (XLRE) the only sector ending lower. Outside of the US, things weren’t nearly as positive. Brazil (EWZ), France (EWQ), Hong Kong (EWH), and Mexico (EWW) are down year-to-date, while India (INDA) was the top performing country ETF in our matrix at +14.3%. That wasn’t enough to beat the US, though.
Commodity ETFs were somewhat scattered in Q2 and June, but aside from natural gas (UNG), the rest of the space posted double-digit gains in the first half.
Finally, while Treasury ETFs saw an upside move in June, they still ended the first half mostly in the red with the exception of super-short-term durations.
Below is a look at the 30 best performing Russell 1,000 stocks in the first half of 2024. As shown, NVIDIA (NVDA) tops the list with a 149.5% gain. Three other stocks were up more than 100% in the first half: Vistra (VST), Cava (CAVA), and AppLovin (APP). Other notables on the list of big first-half winners include Robinhood (HOOD), Spotify (SPOT), Wingstop (WING), General Electric (GE), Eli Lilly (LLY), Micron (MU), Crowdstrike (CRWD), Interactive Brokers (IBKR), Palantir (PLTR), and Dick’s Sporting Goods (DKS).
Let’s see how this list of names does for the remainder of the year…we’ll check back in at year end to see how they performed.
Jun 28, 2024
We publish a lot of market-related content each week, and we want to make sure you don’t miss the most important topics. Below are some charts and tables we view as “can’t miss” from the last week.
We began the week with our Chart of the Day on Monday looking at Bloomberg’s % of World Market Cap indices. As shown below, the US now makes up 48% of world stock market cap, which is a record high going back to late 2003. Ten years ago in 2014, the US made up roughly 36% of world market cap, so it has risen 12 percentage points since then. Note that while the US makes up nearly half of world stock market cap, it only makes up about 25% of global GDP.
While most countries have seen their share of world stock market cap fall as the US has risen, India is really the only major player on the world stage that has also seen its share increase consistently over time. As shown below, India has seen its share of world market cap more than double since its COVID low in early 2020.
To continue reading the rest of this week’s “Can’t-Miss” analysis, which includes another dozen or so important market-related topics, sign up for one of our two membership levels with our July 4th special below!
Bespoke Premium July 4th Special — 74 Days for $17.76, then 20% Off
Bespoke Institutional July 4th Special — 74 Days for $17.76, then 20% Off
Below is a snapshot of what’s included so that you can decide which membership option is right for you:
If you missed Bespoke’s Paul Hickey on CNBC earlier this week, you can click here or on the image below to view the segment.
Separately, please read on to learn about a new initiative launching in July that we’re very excited about!
STOCK MARKET SUMMER CAMP FOR STUDENTS
If you or any of your friends or colleagues have children, grandchildren, nieces, or nephews, please take note!
Here at Bespoke we’ve been following the stock market 24/7 for more than two decades, so based on the “10,000 hour” rule, we can confidently say that we are market “pros”.
At the same time, traditional education across grades K-12 doesn’t focus on the stock market, investing, and how it all works.
For years, we’ve thought about addressing the “stock market literacy gap” for students across the country. Now, we’ve come up with a plan!
Starting this summer, we are now offering “Stock Market Camp” for students in grades 5-8 and 9-12!
Bespoke’s Stock Market Camp will run for five days from Monday-Friday with each live Zoom class lasting roughly 75 minutes. Camp will be fun, engaging, and interactive, and by the end of the week, students will have a basic understanding of how the stock market and investing works! If a live class is missed, a recording will be available.
We don’t have to tell you how valuable knowing this information at a young age can be! Instead of kids playing video games, scrolling through TikTok, or messing around on Snapchat, we think our five-day Stock Market Camp will pay major dividends down the road!
For now we are making our Stock Market Camp available to students that are referenced by Bespoke readers. We are running one week of camp for high school students (grades 9-12) from July 22nd-26th, and one week of camp for middle school students (grades 5-8) from August 12th-16th. Each weekly camp will be capped at 40 students max, so please sign up ASAP to reserve your student’s spot. You can purchase as many spots as you’d like or forward this email to colleagues and have them sign up.
SIGN UP YOUR STUDENT OR STUDENTS TODAY AS THE CAMPS ARE LIMITED TO JUST 40 ATTENDEES!
STOCK MARKET CAMP GRADES 9-12
STOCK MARKET CAMP GRADES 5-8
We will touch base after sign-up to gather the pertinent information. If you sign up and the student cannot attend during the dates listed above, we can either provide access to a full recording of the camp or a credit for a future camp. Refunds will be provided upon request if we are notified at least one week before the camp’s start date.
Please reach out if you have any questions about Bespoke’s Stock Market Camp. The camp is for informational and educational purposes only, and there will be no investment advice or recommendations provided. All discussions will be impersonal and historical in nature. There will be no forward-looking analysis or discussion.
STOCK MARKET CAMP GRADES 9-12
STOCK MARKET CAMP GRADES 5-8
Finally, if you’re not ready to sign up for a Bespoke subscription or our Stock Market Camp for a student, go check out our Bespoke Threads site to pick up some super-soft Bespoke merch!!!
Have a great weekend!
Jun 27, 2024
The “Bespoke 50” is a basket of noteworthy growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s analysis. There were 14 changes to the list this week.
The Bespoke 50 is available with a Bespoke Premium subscription or a Bespoke Institutional subscription. With Bespoke Premium, you’ll receive a number of daily market updates from us along with our weekly newsletter and a portion of our investor tools. With Bespoke Institutional, you’ll receive everything that’s included with Premium plus additional daily macro analysis and more stock-specific research.
To see all 50 stocks that currently make up the Bespoke 50, simply start a two-week trial to Bespoke Premium or Bespoke Institutional.
The Bespoke 50 performance chart shown does not represent actual investment results. The Bespoke 50 is updated monthly on Thursdays unless otherwise noted. Performance is based on equally weighting each of the 50 stocks (2% each) and is calculated using each stock’s opening price as of Friday morning after publication. Entry prices and exit prices used for stocks that are added or removed from the Bespoke 50 are based on Friday’s opening price. Any potential commissions, brokerage fees, or dividends are not included in the Bespoke 50 performance calculation, but the performance shown is net of a hypothetical annual advisory fee of 0.85%. Performance tracking for the Bespoke 50 and the Russell 3,000 total return index begins on March 5th, 2012 when the Bespoke 50 was first published. Past performance is not a guarantee of future results. The Bespoke 50 is meant to be an idea generator for investors and not a recommendation to buy or sell any specific securities. It is not personalized advice because it in no way takes into account an investor’s individual needs. As always, investors should conduct their own research when buying or selling individual securities. Click here to read our full disclosure on hypothetical performance tracking. Bespoke representatives or wealth management clients may have positions in securities discussed or mentioned in its published content.
