Apr 29, 2016
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all. If you sign up for a subscription between now and Sunday, you’ll receive a 20% discount for the life of your membership! Simply choose one of the offerings below to gain access to some of the best research you’ll find anywhere. Here’s a matrix of the products included with each level of service.
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Newsletter Monthly – $39/mo (20% off)
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Premium Monthly – $79/mo (20% off)
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Institutional Monthly – $155/mo (20% off)
Below is a look at our asset class performance matrix using key ETFs traded on U.S. exchanges. We typically include this in our Bespoke Report newsletter mentioned above. Major equity indices in the U.S. fell over the last week to leave them up marginally for the month of April. While the S&P 500 and Dow both fell 1.3% on the week, the tech-heavy Nasdaq 100 (QQQ) got taken to the woodshed by 3%. The ETF for the index is now down 5.21% on the year while the S&P 500 SPY ETF is up 1.73%. That’s significant negative performance divergence for the QQQs due to big declines in some of the largest components like Apple (AAPL), Alphabet (GOOGL), and Microsoft (MSFT).
Outside of the US, Brazil’s market (EWZ) continues to surge higher as energy and commodity prices rebound. EWZ is now up 42.7% year-to-date. While Brazil is surging on the commodities rebound, Japan is faltering. The EWJ ETF fell 6.5% this past week alone as Japanese central bankers failed to provide investors with the accommodative monetary policy they craved.
Have a great weekend!
Apr 22, 2016
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all. If you sign up for a subscription between now and Sunday, you’ll receive a 20% discount for the life of your membership! Simply choose one of the offerings below to gain access to some of the best research you’ll find anywhere. Here’s a matrix of the products included with each level of service.
Newsletter Annual – $316/yr (20% off)
Newsletter Monthly – $39/mo (20% off)
Premium Annual – $795/yr (20% off)
Premium Monthly – $79/mo (20% off)
Institutional Annual – $1595/yr (20% off)
Institutional Monthly – $155/mo (20% off)
Below is a look at our asset class performance matrix using key ETFs traded on US exchanges. The S&P 500 (SPY) ETF traded up 0.57% this week — not much, but at least it wasn’t in the red like the Nasdaq 100 (QQQ). The Tech-heavy Nasdaq fell 1.5% due to negative earnings reports from high-profile names like Alphabet (GOOGL), Netflix (NFLX) and Microsoft (MSFT). QQQ is now underperforming SPY by more than 500 basis points year-to-date.
Looking at the ten sectors, we saw defensive areas get hit hard, while Energy, Financials, Health Care and Materials posted nice gains. Outside of the U.S., Brazil and India were the only countries in the red for the week, which left the Emerging Markets ETF (EEM) in the red as well. Commodities saw big jumps with the exception of gold, while Treasury ETFs were down across the board.
Have a great weekend!
Apr 15, 2016
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all. If you sign up for a subscription between now and Sunday, you’ll receive a 20% discount for the life of your membership! Simply choose one of the offerings below to gain access to some of the best research you’ll find anywhere. Here’s a matrix of the products included with each level of service. Have a great weekend!
Newsletter Annual – $316/yr (20% off)
Newsletter Monthly – $39/mo (20% off)
Premium Annual – $795/yr (20% off)
Premium Monthly – $79/mo (20% off)
Institutional Annual – $1595/yr (20% off)
Institutional Monthly – $155/mo (20% off)
Below is a look at our asset class performance matrix using key ETFs traded on US exchanges. After a week of gains, major equity indices in the US are now higher for the month by a little over 1%. Looking at the ten major sectors, Financials and Materials both surged this week, while Consumer Staples was the only one that fell. Outside of the US, Brazil and Australia rallied 6%+, while China and India were both up more than 5%. Interestingly, while gold was down on the week, silver rallied 5.75%. You don’t typically see these two precious metals diverge that much.
Apr 8, 2016
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for Bespoke’s analysis of current market internals, economic data, earnings beats and misses, individual stock ideas, and more, the Bespoke Report has it all. If you sign up for a subscription between now and Sunday, you’ll receive a 20% discount for the life of your membership! Simply choose one of the offerings below to gain access to some of the best research you’ll find anywhere. Here’s a matrix of the products included with each level of service. Have a great weekend!
Newsletter Annual – $316/yr (20% off)
Newsletter Monthly – $39/mo (20% off)
Premium Annual – $795/yr (20% off)
Premium Monthly – $79/mo (20% off)
Institutional Annual – $1595/yr (20% off)
Institutional Monthly – $155/mo (20% off)
Below is a look at our asset class performance matrix using key ETFs traded on US exchanges. So far, equities have trended slightly lower in April after experiencing huge gains in March. Health Care has bucked the negative trend and gained 2.5% this month, while Financials and Consumer Discretionary have lagged. Oil is now up on the month after a 6% gain to close out the week, and Treasuries have rallied, pushing the yield on the 10-year down to 1.71%.
Mar 18, 2016
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for more color on today’s bounce, this week’s economic and earnings data as well as what to expect going forward, subscribe to one of our three subscription services now. If you sign up between now and Sunday, you’ll receive a 20% discount for the life of your membership! Simply choose one of the offerings below to gain access to some of the best research you’ll find anywhere. Here’s a matrix of the products included with each level of service. Have a great weekend!
Newsletter Annual – $316/yr (20% off)
Newsletter Monthly – $39/mo (20% off)
Premium Annual – $795/yr (20% off)
Premium Monthly – $79/mo (20% off)
Institutional Annual – $1595/yr (20% off)
Institutional Monthly – $155/mo (20% off)
Mar 11, 2016
Each week, Bespoke sends clients across all of its subscription levels the Bespoke Report newsletter. If you’re looking for more color on the crazy market action we have seen, this week’s report is a must read, so subscribe to one of our three subscription services now. If you sign up between now and Sunday, you’ll receive a 20% discount for the life of your membership! Simply choose one of the offerings below to gain access to some of the best research you’ll find anywhere. Here’s a matrix of the products included with each level of service. Have a great weekend!
Newsletter Annual – $316/yr (20% off)
Newsletter Monthly – $39/mo (20% off)
Premium Annual – $795/yr (20% off)
Premium Monthly – $79/mo (20% off)
Institutional Annual – $1595/yr (20% off)
Institutional Monthly – $155/mo (20% off)
