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Bespoke Website Switch 13 Apr 2010 | 01:04 am
This site has moved to www.bespokeinvest.com.
Collapse! The Commemorative Game of the Financial Crisis 2 Mar 2010 | 04:14 pm
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 commem...
Blog Switch 1 Feb 2010 | 08:26 am
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...
Default Risk For Financials Shoots Up 30 Jan 2010 | 01:48 pm
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 secto...
What Is Getting Hit Hardest? 30 Jan 2010 | 01:31 pm
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 s...
Ugly Tape 30 Jan 2010 | 09:39 am
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 repor...
Contributions to Real GDP Growth in Q4 30 Jan 2010 | 09:18 am
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 a...
Sector Earnings Beat Rate and Stock Performace 30 Jan 2010 | 06:35 am
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...
GDP Rises to Highest Level Since 2003 30 Jan 2010 | 03:20 am
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, t...
Percentage of Stocks Above 50-Day Moving Averages 29 Jan 2010 | 12:07 pm
As shown below, the percentage of stocks above their 50-day moving averages in the S&P 500 has dropped to 35%. This is the lowest level seen since mid-2009. Clearly breadth has gotten weak on this pul...
