2021 Outlook — Our View and Introduction

Our 2021 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 every year!  In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2021.

The 2021 Bespoke Report contains sections like Valuation, The Fed, Sector Technicals and Weightings, COVID, Dollar & Stocks, Yield Curve & Fed, Commodities, and more.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Our View and Introduction” section of the 2021 Bespoke Report, which summarizes our thoughts on the year ahead for financial markets and provides an excellent rundown of the things that mattered most in 2020.

To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!

2021 Outlook — International Markets

Our 2021 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 every year!  In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2021.

The 2021 Bespoke Report contains sections like Valuation, The Fed, Sector Technicals and Weightings, COVID, Dollar & Stocks, Yield Curve & Fed, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2021 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “International Markets” section of the 2021 Bespoke Report, which looks at the performance, fundamentals, market caps, and more of stock markets around the globe. We also review the current and 2021 forecasted interest rate and broader economic environments for several of the world’s largest economies.

To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!

2021 Outlook — The Year in Headlines

Our 2021 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 every year!  In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2021.

The 2021 Bespoke Report contains sections like Valuation, The Fed, Sector Technicals and Weightings, COVID, Dollar & Stocks, Yield Curve & Fed, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2021 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “The Year in Headlines” section of the 2021 Bespoke Report, which takes a look back on some of the many major headlines to have come out this year plotted on the S&P 500.

To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!

2021 Outlook — Analyst Ratings

Our 2021 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 every year!  In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2021.

The 2021 Bespoke Report contains sections like Valuation, The Fed, Sector Technicals and Weightings, COVID, Dollar & Stocks, Yield Curve & Fed, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2021 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Analyst Ratings” section of the 2021 Bespoke Report, which looks at the current breakdown of Buy, Sell, and Hold ratings for S&P 500 stocks and sectors.  We also look at how analyst ratings have changed throughout the year and how well the most and least loved stocks by analysts have performed.

To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!

2021 Outlook – Thematic Performance

Our 2021 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 every year!  In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2021.

The 2021 Bespoke Report contains sections like Valuation, The Fed, Sector Technicals and Weightings, COVID, Dollar & Stocks, Yield Curve & Fed, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2021 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Thematic Performance” section of the 2021 Bespoke Report, which discusses specific factor performance for US equity markets, including relative performance of small and large stocks, quantitative performance factors, and value versus growth. We review the long and short term performance of various factors. We finish up with a review of how various options strategies and hedge funds performed in 2020.

To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!

2021 Outlook – Bitcoin

Our 2021 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 every year!  In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2021.

The 2021 Bespoke Report contains sections like Valuation, The Fed, Sector Technicals and Weightings, COVID, Dollar & Stocks, Yield Curve & Fed, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2021 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Bitcoin” section of the 2021 Bespoke Report, which looks at the cryptocurrency’s rally in 2020 and compares some of the similarities and key differences between now and then.

To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!