Market Moves
Inverted Yield Curve Passes Danger Line
With the spread between short and long rates upside down for more than 15 straight trading days, that portends a recession for sure by August, Bespoke warns.
Tag: Bespoke Investment Group
Newsmakers
Does Chinese Pandemic Unrest Mean Big Problems Ahead? Maybe Not, Says Bespoke
The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.
Market Moves
When the Best Stock Gains Are Made: Overnight
After regular trading hours is when equities increase the most, a Bespoke study finds.
Risk
Are We Reprising the Rotten Aughts Market?
Bespoke wonders if the past has something not so pleasant to teach us.
Asset Allocation
Apple Is Almost Half of Onetime Tech-Phobe Buffett’s Portfolio
The Berkshire chief admiringly calls the iPhone firm his ‘third business.’
Asset Allocation
Microsoft Threatens Apple’s Market Cap Supremacy
Both once seen as has-beens, the two tech giants draw closer as the software firm picks up speed.
Don’t Blame Inflation Jitters for Rising Treasury Yields, Bespoke Says
If anything, it’s the prospect of quicker economic growth, by the research group’s reasoning.
Market Moves
Dogs of the Dow Get Bitten
Storied value play, usually a can’t-miss strategy, falls afoul of the recession and oil bust.
Market Moves
S&P 500 May Fall 20% in Early 2020, Bullish Ed Yardeni Says
But then he expects a rebound that will send the market up again in the second half.
News
3rd Year of a President’s Term Is Best for Stocks, Report Says
The odds are highest, at 82%, the S&P 500 will be up, per Bespoke.
Why September Might not Be as Bad as Usual this Time
When the market has been good before the ninth month, its poor rep doesn’t matter.