Jun 16, 2016
In April, we published our quarterly outlook report and held our first ever conference call for Bespoke clients. Based on the positive feedback, we will make this a regular feature of the Bespoke membership. Our next call is scheduled for next week on Friday, June 24th. Prior to that, we’ll publish The Bespoke Report: Q3 2016 Outlook on Wednesday, June 22nd. We’ll re-visit our stance from last quarter’s outlook and our annual outlook report (published in January) that despite anticipated volatility, equities have some key tailwinds to support a rally through year-end. Clients will also have an opportunity to submit questions for the Bespoke team to answer on the call. Between Fed expectations, Brexit and a global equities swoon, the Q&A is sure to be lively!
The quarterly outlook report and the conference call are for Bespoke clients only. Please review our subscription options and choose the annual or monthly plan that best suits your needs. If you’re not ready to purchase today, you can start a 14-day trial. Please note, however, that the outlook report and conference call are only available with a paid subscription, not with a free trial.
Apr 7, 2016
Today we hosted our first ever market outlook call for Bespoke members. In today's call, we reviewed what was a wild Q1 (as if you didn't already know that!) and shared our views on what we think is in store for stocks for the rest of 2016. The presentation was based off the quarterly outlook report we released last week, which was sent to members on Friday, April 1st. Among things you might be interested to know:
- "We STILL have no idea" (which is a reference to our annual outlook report, which the NYT wrote about here).
- Despite that uncertainty, we see plenty of reason to be bullish on stocks for the rest of 2016.
- We examine why the ugly ducklings (small caps, high short interest, low analyst ratings and the losers of 2015) have outperformed so far this year.
- We look forward to a supportive Fed, improving economy and constrained sentiment underpinning equity performance for the rest of the year.
The report, presentation and audio recording of the call are available for paid members only. You can become a member of one of our three subscription levels at this page and receive a 20% discount for the life of your membership!
Apr 1, 2016
Based on the popularity of our 2016 annual outlook piece, the Bespoke Report, we decided to provide an update in a quarterly version, which we published today. In this quarter’s report, we looked back at a wild (in some ways, a historically wild) Q1 and look ahead to the rest of 2016. This report is for Bespoke members only and is available with any of our three membership levels. You can review all of our membership options and subscribe today to see the report immediately.
Dec 31, 2015
Please click the image below to view the “Introduction & Our View” section of our 2016 Bespoke Report outlook piece.
