The Bespoke Report – 6/12/26 – Debt, Growth, & Animal Spirits
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 start with a review of the successful trading debut for SpaceX (SPCX). While that event sucked up all the headlines this week, one relatively obscure US economic release was far more important and we go into detail why. We also dive into the performance of a range of stocks in our Bespoke AI Basket, review the strong year for emerging markets and which countries are driving returns, discuss Chinese economic data this week, and review the week that was in US data including inflation, housing, and labor markets. Give it a read!
The Bespoke Report – 6/5/26 – Can I Get a Dip?
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This week’s report covers all you need to know about the market this week, including historic moves in major indices and an insatiable demand for equities. Give it a read!
The Bespoke Report – 5/29/26 – Tech’s Ten Percent Two-Fer
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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!
The Bespoke Report – 5/22/26 – IPOs Ahead
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 Bespoke Report – 5/15/26 – The Laughed, They May Cry
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.
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