The Bespoke Report — Another Four Years — 10/25/24

We’re quickly closing in on Election Day 2024, so in this week’s Bespoke Report we’ve got a number of market-related stats surrounding elections for you to ponder over so that you can take a break from all the political monitoring you’ve likely been doing more and more of lately as Election Day draws nearer.

We went back and read through our final weekly Bespoke Reports prior to the four Presidential Elections we’ve had since Bespoke was founded in 2007.  It’s a great way to go back in time and see what was really happening in the days and weeks leading up to prior elections.  You can view them by clicking the links below:

Bespoke Report Pre-Election 2020
Bespoke Report Pre-Election 2016
Bespoke Report Pre-Election 2012
Bespoke Report Pre-Election 2008

Reading through these prior reports was a reminder of the turmoil that was happening in the lead-up to recent elections.  In 2008, the stock market was absolutely crashing from the Financial Crisis as Election Day neared.  In 2012, the entire northeast was reeling from Super Storm Sandy.  2016 was actually the most mild of the four, but the S&P still rode a 9-day losing streak into the weekend before that Election.  And in 2020, COVID was still top of mind with another “wave” happening.  So far at least, 2024 has been tame relatively speaking.  Hopefully it’s not just the calm before the storm!

Get caught up on everything going on in markets ahead of the 2024 Election by reading this week’s Bespoke Report newsletter.  Read it now by signing up for our Bespoke Premium Election Special that gets you the first three months of access for just $47!

The Bespoke Report – 10/11/24 – Earnings Arrive, Elections Loom

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. In this week’s report, we review the start of earnings season in the US as elections start to become a real focus rather than background noise. We also discuss weakness in Germany, strength in US labor markets (despite a shock from hurricane Helene in data this week), a breakout for AI stocks, strong GDP growth, this week’s inflation data, and much more.

The Bespoke Report – Q4 Equity Market Pros and Cons

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

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 PremiumThis 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.