B.I.G. Tips – Fed Days October 2019

Oct 29, 2019

We’ve just published our regular pre-Fed report ahead of another expected rate cut from Chair Powell tomorrow.  If you’d like to see our analysis of Fed expectations for tomorrow and beyond, and how the stock market typically reacts to rate cuts, start a two-week free trial to Bespoke Premium.  You won’t be disappointed! 

One thing for sure is that the stock market has not taken kindly to Chair Powell on Fed Days during his tenure.  Below is an intraday composite chart of the S&P 500 on all Fed Days under Powell’s helm.  Do we get another day like this tomorrow or will it be more of the same?  Read more in our just-published report.  You can sign up for access here.

B.I.G. Tips – Death by Amazon – 10/21/19

Oct 21, 2019

Our “Death By Amazon” index was created many years ago to provide investors with a list of retailers we view as vulnerable to competition from e-commerce.  In 2016, we also created our “Amazon Survivors” index which is made up of companies that look more capable of dealing with the threat from online shopping.  To see how the two indices have been performing lately and view the full list of stocks that make up the indices, please read our newest report on the subject available to Bespoke Premium and Bespoke Institutional members.

To unlock our “Death By Amazon” and “Amazon Survivors” indices, login or start a two-week free trial to either Bespoke Premium or Bespoke Institutional.