Feb 20, 2026
Four months ago, the S&P 500 had rallied more than 35% off its tariff-tantrum lows from six months earlier in one of the most impressive rallies we’ve ever seen. The S&P 500 and just about every other US equity index was trading at short-term overbought levels, though, and prominent strategists and investors advised that the market needed to pause and digest the big gains. The rally also needed to broaden as mega-caps couldn’t lead forever.
Well, we got what we wanted.
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Feb 13, 2026
The “AI Boom to AI Doom” shift has happened: Software stocks have collapsed 25%+ while defensive sectors rocket higher in a rotation that’s never happened this fast—get the full 38-page analysis now. Read this week’s Bespoke Report newsletter and gain access to the rest of our product suite with a Bespoke trial. CLICK HERE or on the image below to proceed.
Feb 6, 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. Liquidity, liquidity everywhere, but not a bid to hit. This week we talk through the phenomenon of volatility everywhere which refuses to spill into a broader cross-asset selloff. It was a wild week for crypto, commodities, and software companies and we discuss all three as well as the rotation from growth to value, performance of thematic baskets, a comprehensive review of major earnings reports this week, an update on the performance of earnings season so far, notable economic data this week, and much more.
Jan 30, 2026
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A year after DeepSeek roiled markets, this week, software stocks faced a reckoning as investors questioned their future in an AI world. We cover this and a lot more in this week’s Bespoke Report newsletter. Give the full report a read by starting a trial here.
Jan 23, 2026
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Small-caps continued to widen their lead against large-caps this week, which we cover in detail in this week’s Bespoke Report newsletter along with macro coverage and updated earnings analysis. Give the full report a read by starting a trial here.
Jan 16, 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. This week we muse about a return to normalcy across markets, the economy, and society that is rapidly progressing but not quite complete. A review of equity markets from across the globe shows that normal might mean lower given valuations and price action that investors have gotten used to. We also dive into early earnings reports, US economic data, and some notable releases from the rest of the global economy this week.
