This week’s Bespoke Report newsletter is now available for members.
High volatility stocks with big retail participation (so-called “meme” names) made a big come back this week and Chinese equities broke out. We discuss these moves along with the receding COVID pandemic, an increase in investors looking for a correction, a fresh decline in crypto markets, renewables power uptake in the US and how renewables stocks have been performing, earnings Triple Plays, very strong economic data across the world economy, surging gas prices and the oil production picture in the US, booming house prices but slowing new home sales, surprisingly affordable prices for new homes, solid consumer confidence, booming manufacturing activity from regional Fed surveys, revised US GDP in Q1, core PCE inflation numbers in the US, the outlook for an infrastructure package from Congress, and more in this week’s Bespoke Report.
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