The Bespoke Report – Q4 Equity Market Pros and Cons

Oct 4, 2024

This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q4 2024.

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, sign up for Bespoke’s 50/20 special today.  Our 50/20 special gets you a full year of Premium for half off, then 20% off per month after the first year.  SIGN UP HERE.

The Bespoke Report – 9/27/24 – The China Solution

Sep 27, 2024

To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium. This week we look at AI stock performance after Micron (MU) earnings this week, the huge week for policy in China, central bank activity around the world, a strong backdrop for the consumer despite weak sentiment, falling inflation, developments in commodities, and renewables stocks.

The Bespoke Report – 8/30/24 – Holding Pattern

Aug 30, 2024

To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium. 

On Thursday, Paul Hickey and the Wall Street Journal’s Gunjan Banerji sat down with Josh Brown and Micheal Batnick for an episode of The Compound. It was a great conversation about markets. politics, and many other things. Gunjan, Josh, Micheal, and the rest of the Compound crew are an awesome group, so take some time over the long weekend to give it a listen, and let us know what you think.

Time Heals – 8/30/24