Dec 11, 2017
Our 2018 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2018.
The 2018 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring a Bitcoin/Crypto section as well as an ETF Trends report.
We’ll be releasing individual sections of the report to subscribers until the full publication is released on December 22nd, 2017. Today we have published the “Credit Markets” section of the 2018 Bespoke Report, which looks at both high yield and investment grade bonds and credit spreads. Movements in the credit markets are often viewed as leading indicators for the stock market, so knowing how they’re trending and why is important for any equity investor.
To view this section immediately and also receive the full 2018 Bespoke Report when it’s published on December 22nd, sign up for our 2018 Annual Outlook Special below.
Jan 1, 2017
Our 2017 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we cover every important topic you can think of dealing with financial markets as we enter 2017. And to say that 2017 should be an interesting year for asset classes would be an understatement given the huge rotation we’ve already seen in just a few weeks since the Presidential Election was held back on November 8th.
The 2017 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.
To view our 2017 Bespoke Report annual outlook, simply sign up for a 30-day free trial to Bespoke Premium. It’s that easy!
Jan 1, 2017
With the new Trump administration set to take control of the Executive Branch on January 20th, 2017, we thought we’d publish a list of stocks that we think have a chance to benefit the most from the “Trump trade” in 2017. While we have a relatively neutral view on the market (and the Trump trade) entering the new year, if you’re fully on board, these are the names that we’d expect to do best. There are 43 names on the list, so it’s tough to just do a sweep buy of each individual name since each one has an equal weighting of just 2.3%. (Anyone want to make an ETF with us?) Instead, we recommend looking through each of the names and seeing if any pique your interest. Each name fits within broad boundaries of what we think will benefit from Trump’s stated policy goals, though try as we did, we couldn’t think of any public companies that actually drain swamps!
To view the Trump portfolio and our 2017 Outlook report, please start a 30 day trial to Bespoke Premium.
Dec 29, 2016
Our 2017 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2017. And to say that 2017 should be an interesting year for asset classes would be an understatement given the huge rotation we’ve already seen in just a few weeks since the Presidential Election was held back on November 8th.
The 2017 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring our new “Trump Index” of stocks that we expect to perform best in 2017 based on the new administration.
Today we have published the “Intro/Our View” section of the 2017 Bespoke Report.
To view this section immediately and also receive the full 2017 Bespoke Report, simply sign up for a 30-day free trial to Bespoke Premium. It’s that easy!
Dec 29, 2016
Our 2017 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2017. And to say that 2017 should be an interesting year for asset classes would be an understatement given the huge rotation we’ve already seen in just a few weeks since the Presidential Election was held back on November 8th.
The 2017 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, Washington, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring our new “Trump Index” of stocks that we expect to perform best in 2017 based on the new administration.
Today we have published the “Commodities” section of the 2017 Bespoke Report.
To view this section immediately and also receive the full 2017 Bespoke Report, simply sign up for a 30-day free trial to Bespoke Premium. It’s that easy!
Dec 29, 2016
Our 2017 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year! In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2017. And to say that 2017 should be an interesting year for asset classes would be an understatement given the huge rotation we’ve already seen in just a few weeks since the Presidential Election was held back on November 8th.
The 2017 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, Washington, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. In this year’s edition, we’ll also be featuring our new “Trump Index” of stocks that we expect to perform best in 2017 based on the new administration.
Today we have published the “Economic Cycles” section of the 2017 Bespoke Report.
To view this section immediately and also receive the full 2017 Bespoke Report, simply sign up for a 30-day free trial to Bespoke Premium. It’s that easy!
