Category: The Bespoke Report

The Bespoke Report — Fresh Lows

Dec 14, 2018

We’ve just published our weekly Bespoke Report newsletter for subscribers (learn more here). Below is one of many tables and charts featured in this week’s report. The table shows all years in which the S&P 500 fell 10%+ in the fourth quarter. As shown, Q4 2018 is tracking to be just the 10th time since 1928 that the S&P has fallen 10%+ in Q4. Not good. And unfortunately, when Q4s have been bad for the S&P, the following Q1s have been bad more often than not as well. For more in-depth analysis, start a free trial to any membership level and access the full Bespoke Report.

The Bespoke Report – Range-Bound And Down

Dec 8, 2018

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The Bespoke Report – All This, And We’re Only Here?

Nov 30, 2018

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The Bespoke Report: Equity Market Pros and Cons

Nov 16, 2018

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The Bespoke Report — Votes Tallied, Markets Rallied

Nov 9, 2018

Midterm votes have been (mostly) tallied and Democrats retook the House, while equity markets extended their move off recent lows despite a soft end to the week. Earnings data, the strength of the US dollar, and producer price inflation all feature heavily in this week’s report, along with a full breakdown of midterm results and implications. We also review economic data, year-to-date performance by sector, equity market trends in Europe and emerging markets, the tight US labor market, and collapsing oil prices in this week’s Bespoke Report.

We’ve just published our latest weekly Bespoke Report newsletter, which is available to subscribers across all three of our membership levels. Sign up here to read the report.

To get up to speed on our thoughts regarding the market’s direction going forward, choose any membership option and access this week’s full Bespoke Report newsletter after signing up! You won’t be disappointed. Some of the topics discussed in this week’s report include: