Category Archives: Daily Top Ten

Topley’s Top Ten – May 9, 2018 (Short Version)

1.Spread Between Defensive Consumer Staples and Consumer Discretionary Has Only Been Higher in 2000

On page 6 of this month’s report, we provide the chart below which shows the spread between the weightings for Consumer Discretionary and Consumer Staples.  At +6.12 percentage points, the only time Consumer Discretionary’s weight versus Consumer Staples has been higher was in April 2000.


https://www.bespokepremium.com/think-big-blog/

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Topley’s Top 10..Short version – May 4, 2018

1. Tech and Consumer Discretionary Still Leading Sectors….No Shift Yet to Traditional Defensive Sectors.

Bespoke’s Sector Snapshot — 5/3/18
May 3, 2018

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Below is one of the many charts included in this week’s Sector Snapshot, which highlights the year-to-date percentage change of the eleven S&P 500 sectors.  At this point, just three sectors are still in positive territory, while eight are in the red.  Consumer Staples and Telecom are down the most with declines of more than 13%.

https://www.bespokepremium.com/think-big-blog/
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Topley’s Top Ten – April 30, 2018

1.Corporate Lobbying is Big Business and It Shows Up in Returns.

About 10 years ago, Strategas devised a “lobbying” index of companies that get the most bang for their lobbying buck, including interactions with regulators. The index, it says, has outperformed the Standard & Poor’s 500 for nearly a decade by an average of almost five percentage points annually. The lobbying index returned an average 14.4% annually from its 2009 launch through April 13, versus 9.5% for the S&P 500. About $1 billion of assets are pegged to the performance of the Strategas index.

https://www.barrons.com/articles/lobbying-index-beats-the-market-1524863200

 https://www.barrons.com/articles/lobbying-index-beats-the-market-1524863200

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