To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, choose one of our three member plans today!
This week’s report covers a market that keeps making history, a big earnings week for retailers, and a fascinating look at how private credit is financing the AI buildout. Give it a read!
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. In this week’s report we look at the looming US equity supply. In addition to reduced buybacks driven by the AI capex boom, three mega IPOs are likely to price this year including SpaceX (SPCX). We review their S-1 as well as some implications for index investing. The AI trade is alive and well, and we look at how it’s impacting foreign markets, US earnings, and breadth in the domestic equity market. We also discuss commodities, interest rates, and notable US economic data released this week. Give it a read!
The S&P has continued to leg higher in a picture-perfect breakout that now looks less like a “V” and more like a checkmark.
The market continues to follow the post-Netscape pattern, and more and more investors are starting to embrace the comparison. Is now the wrong time to be rooting for that comparison?
We cover everything going on across markets and the economy in this week’s Bespoke Report newsletter.
To read this week’s newsletter and gain access to the rest of Bespoke’s daily research, start a 30-day trial to one of our three unique membership levels. CLICK HERE to sign up today!
The S&P has continued to leg higher in a picture-perfect breakout that now looks less like a “V” and more like a checkmark.
The market is now very extended and overbought, but when these type of rallies into uncharted territory eventually cool off, a new trading range is usually established at higher levels. It’s what long-term bulls want to see.
We cover everything going on across markets and the economy in this week’s Bespoke Report newsletter.
To read this week’s newsletter and gain access to the rest of Bespoke’s daily research, start a 30-day trial to one of our three unique membership levels. CLICK HERE to sign up today!
To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. This week, we are sending out our Global Macro Update deck instead of our traditional Bespoke Report. This report is filled with dozens of charts reviewing the current state of the global economy and where it’s headed next. Our two biggest areas of focus are the AI boom and the war in Iran. We discuss a range of trade ideas based on those two themes as well as the outlook for the global economy writ large and the Federal Reserve going forward. Give it a read!
It’s been an incredible move off the lows from less than a month ago as certain areas of the market have seen historic rallies ahead of a busy week of earnings and economic data next week. How much more gas does the market have in its tank as some areas of the world worry about running out of oil? We cover it all in this week’s Bespoke Report.
To read this week’s newsletter and gain access to the rest of Bespoke’s daily research, start a 30-day trial to one of our three unique membership levels. CLICK HERE to sign up today!
