May 11, 2026
Log-in here if you’re a member with access to the Closer.
- Triple plays have been common and rewarded handsomely so far this earnings season with average stock price reactions ranking in the 93rd percentile.
- Top heaviness has been present in small cap stocks with a massive portion of the gains since relative performance lows last August.
- Mortgage foreclosures rose to the highest level since December 2019 even though overall delinquencies fell to a five month low in March.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 7, 2026
Log-in here if you’re a member with access to the Closer.
- Fertilizer prices have begun to moderate as related companies reported very strong first quarter results.
- Despite the push to fresh highs, sentiment has not gotten overly extended.
- The NY Fed’s Survey of Consumer Expectations saw multi-year highs for inflation expectaitons.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 6, 2026
Log-in here if you’re a member with access to the Closer.
- The S&P 500 jumped over 1% to a new high today with the low of the day being the open.
- After a double-digit gain on Wednesday, Samsung is above a trillion dollar market cap and alongside SK Hynix accounts for almost half of total KOSPI market cap.
- College graduate underemployment has moved materially higher since the release of ChatGPT.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
May 5, 2026
Log-in here if you’re a member with access to the Closer.
- The S&P 500 is closed in overbought territory on Monday while its 10-day advance/decline line was oversold. That is only the 33rd time that has happened since 1990.
- For the first time since July 2022, more than half of respondents to the ISM Services PMI reported higher prices.
- Electronics and related imports are rising at a rapid clip and accounted for 16.3% of goods imports in March.
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
