The Bespoke Report 2021 — Sectors

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 “Sector Weightings and Technicals” section of the 2021 Bespoke Report, which looks at historical trends in weightings for S&P 500 sectors, long-term sector chart patterns, and 2020 correlations across sectors and asset classes.

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

2021 Outlook – Commodities

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 “Commodities” section of the 2021 Bespoke Report, which discusses the performance of the broad commodities markets in 2021. We review the performance of specific commodities this year, as well as very long-term price trends and charts. We finish up with looks at the energy trade balance as well as the surging share of renewable energy production in the US.

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

2021 Outlook – COVID

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, Stock Market Sentiment, 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 “COVID” section of the 2021 Bespoke Report, which discusses the pandemic’s impact on 2020, the outlook for vaccines, current status of the disease in the US and around the world, and which changes wrought by COVID are likely to stick around longer than the virus.

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

2021 Outlook – Google Search Trends

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, Market Cycles, Stock Market Seasonality, Housing, 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 “Google Search Trends” section of the 2021 Bespoke Report, which shows Google Trends data on a variety of topics impacted by the COVID-19 pandemic.

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

2021 Outlook – Dollar & Stocks

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, Stock Market Sentiment, Stock Market Seasonality, Housing, 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 “Dollar & Stocks” section of the 2021 Bespoke Report, which discusses the performance of the US dollar in 2020, the implications of its level and change in 2020 for the stock market, and the outlook for the greenback in the new year.

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

2021 Outlook – Sentiment

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, Market Cycles, Stock Market Seasonality, Housing, 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 “Sentiment” section of the 2021 Bespoke Report, which recaps trends and levels of various gauges of sentiment and discusses what these levels mean for the market and economy going forward..

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