Jun 11, 2021
This week’s Bespoke Report newsletter is now available for members.
Fourteen years ago this week, the series finale (Made in America) aired for what many critics believe is the greatest television show in history — The Sopranos. The show, which was as much a critique of American culture as it was a mob story, ended with the Soprano family gathering for dinner in a New Jersey diner while Journey’s Don’t Stop Believin’ played.
Seeing the 14-year anniversary of Made in America got us thinking back to those days in spring 2007, because that’s right around the time when we launched Bespoke. Once we opened our doors, only a few months would pass before the Financial Crisis hit, upending the financial industry for a good 18-24 months. Yet Bespoke made it through, and we are forever thankful for those early clients (many of which are still with us) that signed up to read our reports like this one, the Bespoke Report newsletter. We don’t have an exact count, but based on 14 years of weekly publications, we should be at well over 600 releases by now!
There was not a lot going on in financial markets this week as the economic calendar was light and we’re right in the middle of the earnings off-season. US markets have been very calm since Memorial Day which is typical for this time of year. This week we saw minimal moves for the S&P 500. Monday saw a decline of 8 basis points, Tuesday saw a gain of 2 basis points, Wednesday saw a drop of 18 basis points, and on Thursday the index gained just under half a percent. We closed out the week on Friday with another small gain of 20 basis points.
Even though it was a slow week, there’s always plenty for us to cover, and we do so in this week’s Bespoke Report. Enjoy this week’s report, and have a great weekend. We’re now 10 days away from the longest day of the year, so take advantage of the nice weather and extended daylight while we have it!
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Jun 4, 2021
This week’s Bespoke Report newsletter is now available for members.
The most heavily shorted stocks surged this week in a repeat of the action we saw in late January during the Gamestop (GME) saga. This week it was theater-chain AMC that surged, rallying more than 177% in less than two days at its intraday peak on Wednesday. We cover this week’s market moves, economic releases, and provide an in-depth sector analysis in this week’s Bespoke Report.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels.
May 28, 2021
This week’s Bespoke Report newsletter is now available for members.
High volatility stocks with big retail participation (so-called “meme” names) made a big come back this week and Chinese equities broke out. We discuss these moves along with the receding COVID pandemic, an increase in investors looking for a correction, a fresh decline in crypto markets, renewables power uptake in the US and how renewables stocks have been performing, earnings Triple Plays, very strong economic data across the world economy, surging gas prices and the oil production picture in the US, booming house prices but slowing new home sales, surprisingly affordable prices for new homes, solid consumer confidence, booming manufacturing activity from regional Fed surveys, revised US GDP in Q1, core PCE inflation numbers in the US, the outlook for an infrastructure package from Congress, and more in this week’s Bespoke Report.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
May 21, 2021
This week’s Bespoke Report newsletter is now available for members.
In this week’s report, we highlight the market’s churn this week along with movements in the dollar, commodities, crypto, a review of the earnings season and economic data, and much more. To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
May 14, 2021
This week’s Bespoke Report newsletter is now available for members.
In this week’s report, we highlight Tech’s ongoing weakness, take a look at dozens of “re-open” consumer stocks, analyze inflation readings, and much more. To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
May 7, 2021
This week, we’re sharing a quick update on the global macro backdrop, with a review of cross asset performance, global equity markets, COVID vaccinations, payrolls data, earnings results from the current season, the outlook for earnings going forward, extremely strong PMI readings, a booming housing market and its interest rate exposure, uncompelling credit market valuations, tight commodity markets and surging price pressure, the role of crypto in driving equity market risk appetite, the outlook for Fed policy, some trade ideas, and more.
This week’s Bespoke Report newsletter is now available for members.
To read the report and access everything else Bespoke’s research platform has to offer, start a two-week free trial to one of our three membership levels. You won’t be disappointed!
