Apr 18, 2019
We’ve just released our weekly Sector Snapshot report (see a sample here) for Bespoke Premium and Bespoke Institutional members. Please log-in here to view the report if you’re already a member. If you’re not yet a subscriber and would like to see the report, please start a two-week free trial to Bespoke Premium now.
In this week’s Sector Snapshot, we note weakening breadth for defensive sectors like Utilities and Real Estate, and we continue to cover the remarkable move lower for Health Care lately. We also raise concerns about overbought levels for Tech. As shown below, Tech is now up 25.4% year-to-date versus a gain of 15.9% for the broad S&P 500.
To gain access to the report, please start a two-week free trial to our Bespoke Premium package now. Here’s a breakdown of the products you’ll receive.
Apr 11, 2019
We’ve just released our weekly Sector Snapshot report (see a sample here) for Bespoke Premium and Bespoke Institutional members. Please log-in here to view the report if you’re already a member. If you’re not yet a subscriber and would like to see the report, please start a two-week free trial to Bespoke Premium now.
In this week’s Sector Snapshot, we highlight Tech’s ridiculous gains so far this year plus continued weakness for Health Care relative to the rest of the market.
To gain access to the report, please start a two-week free trial to our Bespoke Premium package now. Here’s a breakdown of the products you’ll receive.
Apr 4, 2019
We’ve just released our weekly Sector Snapshot report (see a sample here) for Bespoke Premium and Bespoke Institutional members. Please log-in here to view the report if you’re already a member. If you’re not yet a subscriber and would like to see the report, please start a two-week free trial to Bespoke Premium now.
In this week’s Sector Snapshot, we highlight overbought levels for Tech, weakening relative strength for Health Care, and increasing relative strength for Consumer Discretionary. Note in the chart below that the S&P 500 has now moved to the very top of overbought territory (the red zone), which is a level where you normally see some downside mean reversion.
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Mar 28, 2019
We’ve just released our weekly Sector Snapshot report (see a sample here) for Bespoke Premium and Bespoke Institutional members. Please log-in here to view the report if you’re already a member. If you’re not yet a subscriber and would like to see the report, please start a two-week free trial to Bespoke Premium now.
In this week’s Sector Snapshot, we discuss mean reversion to close the quarter for the S&P 500, and we look at weakening relative strength for Health Care and Financials. Please click the thumbnail image below to read this week’s report.
To gain access to the report, please start a two-week free trial to our Bespoke Premium package now. Here’s a breakdown of the products you’ll receive.
Mar 21, 2019
We’ve just released our weekly Sector Snapshot report (see a sample here) for Bespoke Premium and Bespoke Institutional members. Please log-in here to view the report if you’re already a member. If you’re not yet a subscriber and would like to see the report, please start a two-week free trial to Bespoke Premium now.
In this week’s Sector Snapshot, we highlight quite an extreme move for the Technology sector over the last couple of weeks. As shown in the chart below, Tech’s relative strength versus the S&P 500 just hit its highest point over the last year.
To gain access to the report, please start a two-week free trial to our Bespoke Premium package now. Here’s a breakdown of the products you’ll receive.
Mar 14, 2019
We’ve just released our weekly Sector Snapshot report (see a sample here) for Bespoke Premium and Bespoke Institutional members. Please log-in here to view the report if you’re already a member. If you’re not yet a subscriber and would like to see the report, please start a two-week free trial to Bespoke Premium now.
In this week’s Sector Snapshot, we update breadth and valuation levels for the S&P’s major sectors. We take a look at Tech’s move back into the #1 slot in terms of YTD performance and discuss why we think the Financial sector is looking more bullish.
To gain access to the report, please start a two-week free trial to our Bespoke Premium package now. Here’s a breakdown of the products you’ll receive.
