Jan 2, 2026
In mid-December, we sent Bespoke’s client base a survey to capture the current thinking of experienced investors on markets, the economy, policy shifts, and portfolio positioning heading into 2026 and beyond. This report is a detailed summary of the results from that survey. Thank you to those that took part!
You can read our 2026 Investor Sentiment report by signing up for any of our three membership levels below. Enter the coupon code “OUTLOOK” at checkout for a 20% discount on your first charge. You can review our membership levels here to help make your decision.
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Dec 30, 2025
Along with our 2025 Stat Sheet and our 2026 Annual Outlook highlighting the pros and cons for the US equity market heading into the new year, we’ve also published a new Triple Play Report featuring the stocks that reported the most earnings triple plays in 2025.
Roughly 8% of the 8,000+ quarterly earnings reports from stocks this year were “triple plays.” What is a triple play? When a stock reports quarterly earnings, it registers a “triple play” when it beats analyst EPS estimates, beats analyst revenue estimates, and raises forward guidance. We coined the term back in the mid-2000s, and you can read more about it at Investopedia.com.
Of the more than 400 stocks that reported earnings triple plays this year, there were just 15 that reported triple plays on all four of their quarterly reports in 2025. We take a look at triple-play trends in 2025 and discuss each of the 15 stocks that reported four triple plays this year in this report.
You can read our 2025 Triple Play “Kings” report and our 2026 outlook pieces by signing up for any of our three membership levels. Enter the coupon code “OUTLOOK” at checkout for a 20% discount on your first charge. You can review our membership levels here to help make your decision.
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Dec 23, 2025
We’ve put together a slide deck featuring some of our favorite stats published throughout the year. In this report we provide a month-by-month review of some of the most important and interesting market stats as they happened in real time, in bullet point format. Enjoy!
You can read our Bespoke Stat Sheet — 2025 by signing up for any of our three membership levels. Enter the coupon code “OUTLOOK” at checkout for a 20% discount on your first charge. You can review our membership levels here to help make your decision.
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Dec 19, 2025
Our Bespoke Report – 2026 Pros and Cons is now available for Bespoke subscribers. This report covers everything you need to know about the set-up for financial markets and the economy heading into 2026. If there’s ever a “must-read” Bespoke report, this is it!
You can read our 2026 Pros and Cons by signing up for our 2025 All Access Special that gets you the first two months of Bespoke Institutional access for just $20, or start a two-week trial to our Bespoke Premium plan. You can review our membership plans here to help make your decision.
Dec 12, 2025
Our Bespoke Report – 2026 Global Macro Outlook is now available for Bespoke subscribers. This report is a top-down perspective on the global economy and the big narratives driving financial markets around the world as we head in to the new year.
- The AI boom has been the most pivotal driver of markets in 2025, and we don’t see that changing next year…though there are some key hurdles being set up that promise to make the AI trade much more volatile.
- US labor markets weakened in the middle of the year. We have a clear view on where they head next year, as well as how that will inform the Federal Reserve’s rate path.
- Around the world foreign central banks are starting to hike. That’s despite economic weakness in China. We explore why hikes are coming and the implications for the US and other global markets.
- We also cover commodities, credit, and much more in this snapshot of what lies in wait during 2026.
You can read our 2026 Pros and Cons by signing up for a two-week trial to our Bespoke Premium plan. You can review our membership plans here to help make your decision.
Dec 27, 2024
Our Bespoke Report – 2024 Recap is now available for Bespoke subscribers. This report is a must-read rundown of everything that went on across financial markets in 2024. Below is a look at some of the topics covered:
- The year in headlines
- Thematic performance
- Seasonality
- Sector performance
- Sector weightings
- Mega-caps
- Earnings triple plays
- International markets
- Earnings themes
- ETF performance matrix
You can read our 2024 Recap by signing up for our 2025 All Access Special that gets you the first two months of Bespoke Institutional access for just $20, or start a two-week trial to our Bespoke Premium plan. You can review our membership plans here to help make your decision.
