Jan 14, 2025
Bespoke’s Consumer Pulse Report is an analysis of a huge consumer survey that we run each month. Our goal with this survey is to track trends across the economic and financial landscape in the US. Using the results from our proprietary monthly survey, we dissect and analyze all of the data and publish the Consumer Pulse Report, which we sell access to on a subscription basis. Sign up for a 30-day free trial to our Bespoke Consumer Pulse subscription service. With a trial, you’ll get coverage of consumer electronics, social media, streaming media, retail, autos, and much more. The report also has numerous proprietary US economic data points that are extremely timely and useful for investors.
We’ve just released our most recent monthly report to Pulse subscribers, and it’s definitely worth the read if you’re curious about the health of the consumer in the current market environment. Start a 30-day free trial for a full breakdown of all of our proprietary Pulse economic indicators.
Jan 7, 2025
See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now by starting a two-week trial to Bespoke Premium. CLICK HERE to learn more and start your trial.
“The most contrarian thing of all is not to oppose the crowd but to think for yourself.” – Peter Thiel
Below is a snippet of commentary from today’s Morning Lineup. Start a two-week trial to Bespoke Premium to view the full report.
Below is a quick look at the performance of stocks so far in 2025 based on how they performed in 2024 using our decile analysis. We broke the Russell 1,000 into deciles (10 groups of 100 stocks each) based on 2024 total returns and then calculated the average YTD performance over the first three trading days of 2025 for the stocks in each decile. Interestingly, both the best performing stocks and worst performing stocks in 2024 have done well so far in 2025, while the stocks in the middle of the performance distribution in 2024 have lagged. As shown below, the decile of 2024’s best performing stocks are already up another 3.88% on average in 2025, while the decile of 2024’s worst performing stocks are up the second-most of any decile with an average 2025 gain of 2.7%.
Jan 3, 2025
This week’s Bespoke Report newsletter provides an update on everything going on in markets as we kick off the new year. To read this week’s Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium.
