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Bespoke Investment Group
Collapse! The Commemorative Game of the Financial Crisis
A few weeks ago we noted that we had just received a big delivery of an item we had made. Without further ado, behold Collapse! -- The Commemorative Game of the Financial Crisis. Collapse! is a commemorative game that takes a light hearted approach to ...
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Blog Switch
After a nice run for nearly 3 years on Typepad, we've decided to move Think B.I.G. to a Squarespace platform. From here on out, all of our posts will be at www.bespokeinvest.com. If you have this site bookmarked in your favorites or on RSS feed, please...
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Default Risk For Financials Shoots Up
During the financial crisis, we created an index that tracks credit default swap prices for the major banks and brokers across the world. This essentially measures default risk for the financial sector. After declining significantly for the past 9 mont...
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What Is Getting Hit Hardest?
We broke the S&P 500 into deciles (10 groups of 50 stocks) based on stock performance in 2009 to see if the big winners from last year are the ones getting hit the hardest on the recent pullback. As shown below, they definitely are. The 50 best per...
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Ugly Tape
After trading up nearly 1% in the morning, the major markets have tumbled in afternoon trading. This type of action, when the market trades sharply down even though economic reports and earnings reports both beat estimates handily, is not good. There's...
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Contributions to Real GDP Growth in Q4
Below we highlight the breakdown of contributions to the 5.7% Real GDP Growth in Q4 (YoY). Consumption and inventories were big contributors to growth, along with exports due to the weak dollar. One area that didn't contribute to the 5.7% GDP growth wa...
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Sector Earnings Beat Rate and Stock Performace
The current earnings per share "beat" rate this earnings season is 73% for all US stocks. Below we highlight the percentage of companies in each sector that have beaten estimates. As shown, only three sectors have a higher beat rate than the overall market -- Materials (76.7%), Consumer Discretionary (83.7%), and Technology (87%). Two...
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GDP Rises to Highest Level Since 2003
While the ultimate pace of the economic rebound continues to be debated, GDP in the fourth quarter rose 5.7% (expectations were for growth of 4.6%), which was the fastest pace in six years. Granted, this growth follows an even bigger decline of 6.4% in the first quarter of 2009, but at least it's a...
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Bespoke on Fox Business Today (1/28) at 2:30
Bespoke's Paul Hickey will appear on Fox Business Network today (1/28) at 2:30 PM ET to discuss our current market outlook.
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- SpongeBob fans add to BP anger - TelegraphThe great BP clean-up has begun. With the well capped and the chief exec axed (sorry, sidelined), the company can start the long process of purging both the beaches and its reputation of the dirty black marks of oil residue.0 comments […]
- shadow-economies-on-the-rise-around-the-world: Personal Finance News from Yahoo! Financeไทยติดอันดับ7ใน10ประเทศที่มีเศรษฐกิจเงา ที่ทับซ้อนเศรษฐกิจจริงของประเทศ คิดเป็นมูลค่า 57.2% ของจีดีพี http://yhoo.it/bimY7E0 comments […]
- BP's evaporating oil slick leaves America without a villain - TelegraphWith the gush from the BP oil spill plugged for the past two weeks, experts are beginning to question whether it can really be called an environmental disaster at all, writes Alex Spillius.0 comments […]
- The week's Top 10 videos on MarketWatch Top Ten - MarketWatchTop Ten: The week's Top 10 videos on MarketWatch: In case you missed them, here are the top 10 videos that appeare... http://bit.ly/9Nntyj0 comments […]
- Home Bancshares Buys Two Lenders as U.S. Failures This Year Climb to 108 - Bloomberg#Home Bancshares Buys Two Lenders as U.S. Failures This Year Climb to 108 - http://ow.ly/2jb390 comments […]
- G20 Riots: Ian Tomlinson 'attack officer' PC Simon Harwood pictured for first time - TelegraphG20 Riots: Ian Tomlinson 'attack officer' PC Simon Harwood pictured for first time: Telegraph.co.ukThe police offi... http://bit.ly/aZnmto0 comments […]
- Claridge's hotel owner looks to US private equity for help - TelegraphThe owner of Claridge's and The Connaught is close to finalising an emergency £600m restructuring that will see the private US property manager Westbrook Partners become a leading investor in the prestigous hotels group.0 comments […]
- Economy in U.S. Will Probably Keep Cooling as Lack of Jobs Limits Spending - BloombergEconomy in US Will Probably Keep Cooling as Lack of Jobs Limits Spending: The expiration of the incentive has caus... http://bit.ly/9wmhGQ0 comments […]
- FT.com / Books - The language of foodSimon Schama on the connection between language and food. http://bit.ly/dzLbMr0 comments […]
- SEC vs. the media, round two - Jul. 30, 2010SEC vs. the media, round two: The Securities and Exchange Commission was not seeking a blanket exemption from publ... http://bit.ly/dlZidN0 comments […]
- 7billion a year skimmed off our savings - TelegraphMore than £7.3billion a year is being “skimmed off” the value of Britons’ savings by City bankers and fund managers, an investigation by The Daily Telegraph has found.0 comments […]
- Home sellers are unhappy with real-estate firms Real Estate Weekly - MarketWatchHome sellers are unhappy with real-estate firms http://on.mktw.net/9S2AuJ0 comments […]
- China says it has overtaken Japan as world's No. 2 economy - Jul. 30, 2010RT @JobsDirectUSA: China says it tops Japan as No. 2 economy http://bit.ly/dmOyzM http://CarlosGil.us0 comments […]
- Worst job on Earth: calling all applicants - Jul. 30, 2010CNN ,Bloomberg: Worst job on Earth: BP calling all applicants http://bit.ly/cAy32m Full http://bit.ly/bxEWtL1 comment […]
- The Buzz: Consumers aren't spending. That's a good thing. - Jul. 30, 2010Consumers not spending like drunken sailors: The economy is heading nowhere fast. That's the bad news. But the goo... http://bit.ly/9PucjL0 comments […]