Apr 17, 2020
This week’s Bespoke Report newsletter is now available for members.
The S&P 500 is down 11% year-to-date, but would you believe that the Tech-heavy Nasdaq 100 (QQQ) is actually now up more than 1% in 2020? What virus?
This week’s Bespoke Report covers all this week’s market events and discusses how they may impact performance going forward. 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!
Apr 9, 2020
This week’s Bespoke Report newsletter is now available for members.
There’s an old saying that uncertainty breeds opportunity, and if that’s the case, boy are there a lot of opportunities now. Let’s highlight some examples of how much uncertainty and confusion there is in the United States right now. For starters, the Baker, Bloom, and Davis US Economic Policy Uncertainty Index is currently at record highs, easily eclipsing peaks that were seen in prior periods of stress in the country. And what did the stock market do this week as Economic Uncertainty hit an all-time high? Rally more than 12% of course!
This week’s Bespoke Report covers all this week’s market events and discusses how they may impact performance going forward. 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!
Apr 3, 2020
This week’s Bespoke Report newsletter is now available for members.
Volatility has dropped, but the outlook for equity markets hasn’t improved very much thanks to no daylight in the COVID-19 tunnel and the massive shock to labor markets that has become more clear this week. We cover equity and credit markets, economic data, and more in this week’s 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!
Mar 27, 2020
This week’s Bespoke Report newsletter is now available for members.
After falling more than 30% over the last four weeks, the S&P 500 had its 5th one-week gain of 10%+ since 1940 this week. We cover equity markets, the economic shutdown, and the government’s emergency support plan in this week’s newsletter. 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!
