Showing posts with label Bespoke. Show all posts
Showing posts with label Bespoke. Show all posts
Wednesday, March 14, 2012

Graphics: The Risk On Environment

›
Rampaging bulls set some milestones last night… The US S&P 500 hits the highest level since 2007 Nasdaq at an 11 year Volatili...
Thursday, February 09, 2012

Graphic of the Day: Share of World Market Cap by Country

›
From Bespoke Invest Just a reminder: The state of today’s global equity markets have substantially been dependent on central bank stero...
2 comments:
Tuesday, February 07, 2012

Global CDS Update: The Risk ON Environment

›
One substantial driver of the direction of interest rates would be the financial market’s perception of credit risks as measured on the cred...
Sunday, February 05, 2012

Has Ben Bernanke Been Working to Ensure President Obama Re-election?

›
Following the closure of the QE 2.0, the US Federal Reserve’s monetary aggregate M2 has ironically been reaccelerating Part of this may ...
Wednesday, January 18, 2012

S&P 500 Sector Performances: Technology Sector Remains the Leader

›
Another great insight from Bespoke Invest (which includes the charts below), The Technology sector ended the year with a 19% weight in...
Saturday, January 14, 2012

Global Equity Markets: Philippine Phisix Grabs Second Spot

›
Below is a year to date table of 78 nations monitored and tabulated by Bespoke Invest Bespoke Invest writes Nine trading days into ...
2 comments:
Friday, January 13, 2012

US Equity Markets: Sectoral Rotation

›
I have been pointing out how asset markets have increasingly been driven by monetary factors, which leads to the interim relative price ch...
Saturday, December 17, 2011

Global Equity Market Performance Update: Philippine Phisix Ranks 6th among the Best

›
Of the 78 countries in the list of Bespoke Invests’ global equity benchmarks, the Philippine Phisix ranks 6 th among the best performers! ...
Wednesday, November 02, 2011

More Evidence of Tidal Flows in the US Stock Markets

›
Boom. Bust. Financial markets are being held hostage by politics and subjected to monetary tidal flows which can be seen in increasing corre...
Tuesday, October 18, 2011

Global Equity Markets Update: Deepening Losses

›
Global equity markets appear to be in a deepening funk. Of last month's 10, now only four of the 78 global equity market indices mo...
Thursday, September 29, 2011

US Equity Markets: More Signs of Tidal Flows

›
Anyone who argues that stock market valuations have been about contemporary fundamentals should see this. The market breadth of the US S...
Saturday, September 17, 2011

US Equity Markets: Signs of Intensifying Boom Bust Cycles

›
More evidence where US equity markets seem as increasingly being influenced by monetary policy propelled tidal flows. Again another marv...
Tuesday, September 13, 2011

Global Equity Market Performance Update: ASEAN Equity Markets as co-Leaders

›
ASEAN equity markets are among the world’s best performers. Below is an updated year to date chart from Bespoke Invest Indonesia, the ...
2 comments:
Tuesday, August 23, 2011

Graphic: Distribution Share of World Market Cap

›
…of select countries. Below is another deck of wonderful and telling charts from Bespoke Invest Basically, the above charts say that...
Saturday, August 13, 2011

Information Age Investing: Entrenching Technology Sector Leadership

›
Bespoke Invest shows us some very important developments in the US stock markets during the recent sharp volatility: Technology Sector’s mar...
Thursday, August 11, 2011

Philippine Phisix: What An Incredible Turnaround! (Global Equity Markets Update)

›
Amazing, the Philippine Phisix simply shrugged off the US-European market rout yesterday. Chart from technistock.net The actions of th...
Tuesday, August 02, 2011

Graphic: US Default Risk—Short and Long Term

›
Nice chart from Bespoke Invest on the risk of a US default, as measured by Credit Default Swaps—CDS). Following the announcement of the...
Wednesday, July 13, 2011

How Global Equity Markets have Measured Up to the PIIGS Crisis

›
My favorite equity monitor site, Bespoke Invest has a nice updated graph on the performances of global equities as of yesterday. Here a...
Friday, July 01, 2011

How Global Stock Markets Reacted to the Greece Crisis Resolution

›
One of my favorite website, Bespoke Invest, has a nice rundown on the performances of 78 world equity benchmarks this week highlighted by th...
Friday, May 27, 2011

Updated Ranking of Global Credit Default Risks

›
Consistent with my earlier post, FT’s James Mackintosh: US Credit Risk Greater Than Indonesia , Bespoke Invest has updated tables of the 5-...