Bespoke Report – 2/7/25 – Five Years Ago

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 review price action this week, the jobs report, earnings season results so far, and look back at the five years since COVID dealt a massive shock to markets, economies, governments, and societies across the world.

Bespoke Report – Bull Market Confirmed – 1/24/25

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 cover huge announcements on R&D spending on AI, the electricity needed to power it, Trump’s “drill, baby, drill” policy, Trumpspeak vs. Fedspeak, key earnings stats, post-election winners, and more!  Make sure to give this one a read.

Bespoke Report – 1/17/25 – This Time It’s Different

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 discuss why this time is different. We also discuss major index technicals, cross-asset performance this week, improving breadth, sentiment across investors, small businesses, and homebuilders, residential construction, bond yields, earnings this week across a wide range of companies, a preview of major earnings next week, leadership rotation in Europe, retail sales, inflation, foreign investors’ role in the US equity market, and much more!