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the bespoke report — 3/24/17
best performing us stocks so far in 2017
the view from the top
etf trends: international – 3/24/17
bespokecast episode 8 — pj gorynski — now available on itunes, googleplay, stitcher and more
fomc hikes halt financial sector rally
bespoke morning lineup
the closer — new homes soar, peso wants more — 3/23/17
checking up on internals
bespokecast — episode 8 — pj gorynski
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if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section.
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bespokecast
bespokecast
bespokecast
bespoke market intelligence
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if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section.
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the closer
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if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section.
if you like bespoke’s research, become a bespoke premium or bespoke institutional member today.
etf trends
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see bespoke’s full daily etf trends report by starting a no-obligation free trial to our premium research.  click here to sign up with just your name and email address.
bespokecast
bespokecast
bespokecast
bespoke market intelligence
bespokecast on itunes
bespokecast on googleplay
bespokecast on overcastfm
bespokecast on stitcher
if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section.
closer
the closer
the closer
to see the results of this must-see analysis, sign up for a monthly bespoke premium membership now!
bespokecast
bespoke market intelligence
i
if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section.
if you like bespoke’s research, become a bespoke premium or bespoke institutional member today.
etf trends
etf trends
see bespoke’s full daily etf trends report by starting a no-obligation free trial to our premium research.  click here to sign up with just your name and email address.
bespokecast
bespokecast
bespokecast
bespoke market intelligence
bespokecast on itunes
bespokecast on googleplay
bespokecast on overcastfm
bespokecast on stitcher
if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section.
closer
the closer
the closer
to see the results of this must-see analysis, sign up for a monthly bespoke premium membership now!
bespokecast
bespoke market intelligence
em if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section.
if you like bespoke’s research, become a bespoke premium or bespoke institutional member today.
etf trends
etf trends
see bespoke’s full daily etf trends report by starting a no-obligation free trial to our premium research.  click here to sign up with just your name and email address.
bespokecast
bespokecast
bespokecast
bespoke market intelligence
bespokecast on itunes
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bespokecast on overcastfm
bespokecast on stitcher
if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section.
closer
the closer
the closer
to see the results of this must-see analysis, sign up for a monthly bespoke premium membership now!
bespokecast
bespoke market intelligence
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home products pricing free content about wealth management log in select page the bespoke report — 3/24/17 mar 24, 2017 this content is for members only best performing us stocks so far in 2017 mar 24, 2017 below is a list of the 40 best performing stocks in the russell 3,000 year-to-date (that trade higher than $5/share).  as you’ll notice, biotech stocks dominate the list.  this is the same way things looked back in 2014 and 2015, but not in 2016 when biotech names mostly plummeted. nine of the ten best performing stocks in the russell 3,000 are biotech names, with applied optoelectronics (aaoi) the one technology stock in the middle.  esperion therapeutics (espr) is up the most with a ytd gain of 216.7%, followed by viewray (vray) ant global blood therapeutics (gbt) at 170%+. there aren’t a lot of large-cap names on the top 40 list — chemours (cc) has the highest market cap at $6.35 billion. if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section. below we’ve created another top 40 list with all health care sector stocks removed.  activision blizzard (atvi) is the largest stock on this list with a market cap of $37.1 billion and a ytd gain of 36.8%.  once again, though, there aren’t a lot of well-known names on the list.  if you have some time, definitely browse through the company descriptions and charts of the year’s best performers to see if you find any names that are intriguing. get free access to all of bespoke’s research for 14 days (no credit card necessary) the view from the top mar 24, 2017 below is a look at the 30 largest publicly traded us stocks (based on market cap).  as shown, apple (aapl) sits at the top by a wide margin after posting a 22% ytd gain thus far in 2017.  the stock is currently 7% above its 50-day moving average and less than 1% from its all-time high.  alphabet (googl), microsoft (msft), berkshire hathaway (brk/b), and facebook (fb) round out the top five, and all have market caps greater than $400 billion.  amazon.com (amzn) is less than half a billion in market cap away from facebook (fb), leaving amzn in the #6 spot.  exxon mobil (xom), which was the largest company in the world for many years until apple (aapl) eclipsed it, now ranks as the 8th largest company in the us.  even johnson & johnson (jnj) is now bigger than xom. along with berkshire, two additional financial sector stocks rank in the top ten.  jp morgan (jpm) and wells fargo (wfc) rank #9 and #10. like exxon, another company that used to sit at the top of this list is general electric (ge).  with a market cap of $258 billion, ge doesn’t even crack the top ten at this point.  wal-mart (wmt) is yet another name that used to sit at or near the top, but now the company is only the 15th largest company in the us.  remarkably, online retail giant amazon.com has a market cap that is nearly double the size of wal-mart.  there’s no better example of “death by amazon” than that. if you like bespoke’s research, become a bespoke premium or bespoke institutional member today. get free access to all of bespoke’s research for 14 days (no credit card necessary) etf trends: international – 3/24/17 mar 24, 2017 treasuries, precious metals, and em have been the best performers over the last few weeks with natural gas prices also rising. worst performers are found in banking, biotech, solar, energy, and retail. we also note a number of small and micro cap equities under-performing sharply. bespoke provides bespoke premium and bespoke institutional members with a daily etf trends report that highlights proprietary trend and timing scores for more than 200 widely followed etfs across all asset classes.  if you’re an etf investor, this daily report is perfect.  sign up below to access today’s etf trends report. see bespoke’s full daily etf trends report by starting a no-obligation free trial to our premium research.  click here to sign up with just your name and email address. bespokecast episode 8 — pj gorynski — now available on itunes, googleplay, stitcher and more mar 24, 2017 we’re happy to announce that the newest episode of bespokecast is now available to the general public both here and via the various podcast platforms.  be sure to subscribe to bespokecast on your preferred podcast app to gain access to our full collection of episodes.  we’d also love for you to provide a review as well! in our newest conversation on bespokecast, we speak with bespoke market intelligence co-founder pj gorynski.  pj runs bespoke’s primary research business, conducting consumer and business surveys for institutional clients that offer insight into the trends and drivers of businesses.  in our wide-ranging conversation, we discuss how clients use bespoke’s survey data to see deeper into business models, also discussing the state of the hedge fund industry and specific names covered in pj’s research including chipotle (cmg), gamestop (gme), snapchat (snap), and volkswagen (vlkay). the queens native also gives us some insight into the best pizza in new york and the agony of new york mets fandom.  we hope you enjoy the conversation! each new episode of our podcast features a special guest to talk markets with, and bespoke subscribers receive special access before it’s made available to the general public.  if you’d like to try out a bespoke subscription in order to gain access to these podcasts in advance, you can start a two-week free trial to check out our product.  to listen to episode 8 or subscribe to the podcast via itunes, googleplay, overcastfm, or stitcher, please click below. bespokecast on itunes bespokecast on googleplay bespokecast on overcastfm bespokecast on stitcher fomc hikes halt financial sector rally mar 24, 2017 below we provide relative strength charts for ten s&p 500 sectors.  each chart shows the sector’s performance over the last year relative to the s&p 500.  when the line is rising, it means the sector is outperforming the s&p 500.  when the line is falling, it means the sector is underperforming the s&p 500.  the dots on each chart represent fomc rate decision days.  blue dots are fomc days where the fed held rates the same.  red dots are fomc days where the fed hiked rates. a few things worth noting: two defensive sectors — consumer staples and utilities — have begun to outperform again after underperforming for most of the past twelve months.  health care also appears to have put in a bottom and has really done well versus the broad market lately.  energy looks the opposite of health care.  it outperformed for most of 2016 up until the fed hiked rates in december, and since then it has been straight down. the relative strength chart for technology is telling as well.  in the initial weeks after the election, tech underperformed some of the more “trump-friendly” sectors.  but since early december, tech has been on a tear.  it’s really the only cyclical sector that hasn’t skipped a beat over the last four months. finally, financials and industrials both experienced significant outperformance in the first six weeks after trump was elected last november.  but the industrials sector has given up nearly all of its post-election outperformance at this point, while financials has performed only inline with the market since the fed hiked rates last december.  the most recent rate hike in early march sparked another round of selling in the financials.  ironically, it was the prospect of higher interest rates that sparked financial stocks higher, but the days that the fomc actually hiked rates in both december and march resulted in near-term tops for the sector.  the fed commentary that came along with the most recent fomc hike was interpreted as more dovish than expected, and since then financials have traded lower. if you like bespoke’s relative strength charts, become a bespoke premium or bespoke institutional member today and check out our “sector snapshot” section. get free access to all of bespoke’s research for 14 days (no credit card necessary) bespoke morning lineup mar 24, 2017 highlights s&p 500 futures +13 bps global bond rally, equities up (overview) nz trade, singapore ip, japan pmi (asia) strong pmis, but hard data still soft? (europe) busy americas data slate (americas) russell 1000 new 52-week highs russell 1000 new 52-week lows bespoke’s morning lineup is the top pre-market report on wall street.  we cover everything you need to know to get your trading day started, including international market moves and events, post-market and pre-market earnings news, upgrades and downgrades, dividends and splits, economic indicators and estimates, big stock movers, market internals and much more.  it’s all presented in the original and concise format that bespoke is known for so you can digest lots of information quickly and efficiently. see all of today’s morning lineup by starting a free trial to bespoke’s paid research.  no credit card is required. the closer — new homes soar, peso wants more — 3/23/17 mar 23, 2017 log-in here if you’re a member with access to the closer. looking for deeper insight on global markets and economics?  in tonight’s closer sent to bespoke institutional clients, we review existing home sales and the performance of the mexican peso. the closer is one of our most popular reports, and you can sign up for a free trial below to see it! the closer is one of our most popular reports, and you can see it and everything else bespoke publishes by starting a no-obligation 14-day free trial to our research! checking up on internals mar 23, 2017 with equities surging to start the month of march and drifting lower ever since, questions over whether the march 1st rally marked some sort of last gasp peak have grown increasingly common.  whenever we get questions like this, our first inclination is to look at the market’s internals to see whether a new high in the index was confirmed by the performance of individual stocks in the index.  in a b.i.g. tips report sent out to subscribers earlier, we provided a detailed look at two key breadth measures we’ve found to be extremely useful over the years in terms of measuring the health of the market. to see the results of this must-see analysis, sign up for a monthly bespoke premium membership now! bespokecast — episode 8 — pj gorynski mar 23, 2017 in our newest conversation on bespokecast, we speak with bespoke market intelligence co-founder pj gorynski.  pj runs bespoke’s primary research business, conducting consumer and business surveys for institutional clients that offer insight into the trends and drivers of businesses.  in our wide-ranging conversation, we discuss how clients use bespoke’s survey data to see deeper into business models, also discussing the state of the hedge fund industry and specific names covered in pj’s research including chipotle (cmg), gamestop (gme), snapchat (snap), and volkswagen (vlkay). the queens native also gives us some insight into the best pizza in new york and the agony of new york mets fandom.  we hope you enjoy the conversation! to access episode 8 immediately, please start a 14-day free trial to bespoke’s research product.  if you’ve already signed up for a bespoke free trial in the past, you can gain access by choosing a membership option at our products page.  here’s a look at past guests if you’re interested. « older entries categoriescategories select category annual outlook archives b.i.g. tips bespoke 50 bespoke briefs bespoke dividend income portfolio bespoke model etf portfolio bespoke model portfolio chart of the day earnings calendar earnings estimate revisions earnings season triple plays economic indicators etf cheat sheets etf trends fixed income weekly idea generator industry insights monthly headlines morning lineup podcasts pulse sector snapshot short interest report stock scores stock seasonality the bespoke report the closer think b.i.g. blog top stocks under $10 upgrades/downgrades weekly chart book archives archives select month march 2017 february 2017 january 2017 december 2016 november 2016 october 2016 september 2016 august 2016 july 2016 june 2016 may 2016 april 2016 march 2016 february 2016 january 2016 december 2015 november 2015 october 2015 september 2015 august 2015 july 2015 june 2015 may 2015 april 2015 march 2015 february 2015 january 2015 december 2014 november 2014 october 2014 september 2014 august 2014 july 2014 june 2014 may 2014 april 2014 march 2014 february 2014 january 2014 december 2013 november 2013 october 2013 september 2013 august 2013 july 2013 june 2013 may 2013 april 2013 march 2013 february 2013 january 2013 december 2012 november 2012 october 2012 september 2012 august 2012 july 2012 june 2012 may 2012 april 2012 march 2012 february 2012 january 2012 december 2011 november 2011 october 2011 september 2011 august 2011 july 2011 june 2011 may 2011 april 2011 march 2011 february 2011 january 2011 december 2010 november 2010 october 2010 september 2010 august 2010 july 2010 june 2010 may 2010 april 2010 march 2010 february 2010 january 2010 december 2009 november 2009 october 2009 september 2009 august 2009 july 2009 june 2009 may 2009 april 2009 march 2009 february 2009 january 2009 december 2008 november 2008 october 2008 september 2008 august 2008 july 2008 june 2008 may 2008 april 2008 march 2008 february 2008 january 2008 december 2007 november 2007 october 2007 september 2007 august 2007 july 2007 june 2007 may 2007 latest tweets tweets by @bespokeinvest twitter copyright © 2017 bespoke investment group, llc. all rights reserved. | legal


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