Jun 26, 2026
This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q3 2026.
With this report, you’re able to get a complete picture of the bull and bear case for US stocks right now. It’s heavy on graphics and light on text, but we let the charts and tables do the talking.
On page three of the report, you’ll see a full list of the pros and cons that we lay out. Slides for each topic are then provided on page four and beyond.
To read this report and access everything else Bespoke’s research platform has to offer, start a trial to any of our three membership levels today!
Jun 12, 2026
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!
Jun 5, 2026
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 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!
May 29, 2026
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!
May 22, 2026
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!
