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- Strategists Follow the Market Higher
- Hickey and Walters Bespoke submit: The first chart below shows the consensus recommended equity allocation from Wall Street strategists going back to 1997. As shown, strategists completely missed the turn in equities in early 2000, as they increased their recommended stock allocation all the way into mid-2001...
- External links 2009-08-19
- Recommended Stock Allocation Continues To Tick Lower
- Hickey and Walters Bespoke submit: Below we highlight the consensus recommendation for portfolio stock allocation from Wall Street analysts from Bloomberg going back to 1997. Since peaking at 72% back in September 2001, recommended stock allocation has trickled lower and now rests at 58%. As the chart shows,...
- External links 2008-11-06
- Market Breadth Based on Stocks Above 50-Day Moving Averages
- Hickey and Walters Bespoke submit: The percentage of stocks in the S&P 500 trading above their 50-day moving averages remains at a paltry 3%. Since early October, the number has drifted between 0% and 5%, meaning nothing but downtrends have been in place for quite some time now. ...
- External links 2008-11-12
- Breaking the Back of Buffett
- Hickey and Walters Bespoke submit: With nearly everyone and their brother lately questioning the investment prowess of Warren Buffett, it looks as though the shorts have finally broken the back of Berkshire Hathaway stock BRKa. After riding out most of the credit crisis and actually benefiting from it...
- External links 2008-11-13
- Ping Pong Action
- Hickey and Walters Bespoke submit: We recently ran our decile analysis on stock performance since Monday's close based on stock performance on Monday. To do this, we broke the Russell 1,000 into 10 groups of 100 stocks based on how each stock performed on Monday when the market...
- External links 2008-10-16
- The Best Have Been the Worst
- Hickey and Walters Bespoke submit: We recently calculated the performance of stocks since the S&P 500 made a short-term bottom on October 10th based on how they performed from the 9/19 peak to 10/10. As shown below, the decile (50 stocks in each decile) of stocks that held up the...
- External links 2008-10-21
- Yesterday's Weak Breadth
- Hickey and Walters Bespoke submit: Although the S&P 500 SPY had a gain of just under 1% yesterday (yes, eight points in the S&P 500 is now enough for a 1% move), breadth was extremely weak on a relative basis. Compared to Monday's close, 268 stocks finished the...
- External links 2008-11-19
- Sears Holdings Struggles
- Hickey and Walters Bespoke submit: Don't look now, but Sears Holdings SHLD is all the way down to $28. Things have gotten significantly worse for the struggling retailer in recent weeks. A week ago, the stock was trading at $50, and in September, the stock was still trading...
- External links 2008-11-20
- 10-Year Treasury Yields Fall Again
- Hickey and Walters Bespoke submit: Investors are plowing into long-dated Treasuries again today, sending yields back near their lowest levels of the year. As shown below, the 10-Year Treasury yield is down to 3.4%. Declining Treasury yields have coincided with declining stock prices, as investors flee more risky...
- External links 2008-11-20
Additional Resources
- Sector and Stock Performance Since Oil's Peak
- Hickey and Walters Bespoke submit: Since oil peaked using closing prices on July 3rd, the commodity is down about 21%. Over the same time period, the average stock in the S&P 500 is up 6.11%. Below we highlight the average performance of stocks in each sector since oil's...
- External links 2008-08-12
- Stock Performance Based on Short Interest
- Hickey and Walters Bespoke submit: Since the S&P 500 bottomed on March 9th, the average stock in the index has rallied by 41.2%. However, as Bank of America BAC, Citigroup C, and other names have shown, many companies have done considerably better, with gains of over 100%....
- External links 2009-04-15
- Investment Grade Corporate Bond ETF Breaks Down
- Hickey and Walters Bespoke submit: Investment grade corporate bonds have generally moved alongside the stock market throughout the bull market. In recent days, however, investment grade corporates have moved lower even as stocks have risen. Below is a chart of the iShares iBoxx Investment Grade Corporate Bond Fund ETF LQD since...
- External links 2009-10-12
- Lehman CEO Stock Sales
- Hickey and Walters Bespoke submit: With last night's announcement from the FBI that they would start investigating allegations that fraud played a role in the downfall of AIG, FNM, FRE, and LEH, many current and former executives of those firms are probably feeling a little nervous this morning. ...
- External links 2008-09-24
- Trading Apple and Google: They Should Call It Winning
- Hickey and Walters Bespoke submit: A basic rule of technical analysis is that as long as a stock trades above its 50-day moving average (DMA), it is in an uptrend. When a stock trades above that level it should be bought, and when it breaks down below...
- External links 2009-11-24
- Short Sellers and Constellation Energy
- Hickey and Walters Bespoke submit: Yesterday's release of short interest as of mid-September showed that overall levels of short selling remained nearly unchanged from the end of August. Given the SEC rule changes announced since the middle of September, you can expect these figures to show a big...
- External links 2008-09-25
- One Stock Up (CPB)
- Hickey and Walters Bespoke submit: One. Just one stock in the S&P 500 was up Monday. And guess which one it was? Campbell Soup CPB. Talk about a bomb shelter stock! by Bespoke Investment Group
- External links 2008-09-30
- Better Late than Never? Citi Downgrades Hartford Insurance Group
- Hickey and Walters Bespoke submit: Citigroup downgraded its rating on Hartford Insurance Group HIG this morning from a buy to a hold after the analyst said that the company is facing a "meaningful management vacuum." Looking at the analyst's record on HIG shows that the downgrade is,...
- External links 2009-06-09
- Stronger Dollar and the Stock Market
- Hickey and Walters Bespoke submit: Given the dollar's recent strength, there has been some concern that exports, the one bright spot still underpinning the economy, will get hurt. While a stronger dollar certainly makes US goods less attractive relative to foreign products, you would need to see a...
- External links 2008-08-11
- Would You Buy This Stock?
- Hickey and Walters Bespoke submit: Would you buy a stock whose chart looks like the one below? It had a nice run but has pulled back quite a bit over the last couple of years. click to enlarge by Bespoke Investment Group
- External links 2009-06-30
- Oil, Stock, and Housing Declines
- Hickey and Walters Bespoke submit: Ironically, oil is now down more than the stock market and even home prices! From their peaks, oil is down 27.18%, the S&P 500 is down 22.16%, and the S&P/Case-Shiller 10-City Median Home Price index is down 20.46%. click...
- External links 2008-09-07
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