Sep 24, 2025
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look into trucking activity (page 1) and various baskets including those of trucking stocks, restaurant stocks, and private equity names (page 2). We then recap the latest new home sales data (page 3) before pivoting over to a note on energy (pages 4 – 6). We then close out with a recap of today’s CFO survey (pages 7 & 8).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 23, 2025
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look at the energy bottlenecks for the AI trade (page 1 and 2) before pivoting over to the latest flash PMIs (page 3). We then dive into the latest earnings and Fedspeak (page 4) before closing out with a look into S&P 500 new addition performance (page 5) and an update of our Ludicrous List (page 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 22, 2025
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with some commentary regarding the market’s current level of frothiness (page 1). We follow up with a review of the performance of stocks relative to crypto (page 2) before switching into some commentary surrounding a busy day of fedspeak (pages 3 and 4). We then finish with a dive into the latest positioning data (pages 5 and 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Sep 19, 2025
In last Monday’s Chart of the Day we discussed the performance of Apple (AAPL) surrounding the release of their staple product: the iPhone. While the newest version of the phone, the iPhone 17, was announced officially in a reveal back on September 9th, it finally hit the shelves today.
As shown below, AAPL rallied 1.5% from the close of the day of the announcement through yesterday’s close. That is right in line with the median performance for that period for prior iPhone releases.
As for today where consumers are actually able to get the phones in their hands, AAPL is rallying an impressive 3% on the session. As shown below, median performance on those days has actually been negative on a median basis historically.
We will eventually learn how successful the launch was in terms of sales, but as for the stock price reaction on iPhone release dates, today is the second strongest response by AAPL behind the 3.32% gain in 2011 when the iPhone 4s launched.
