Nov 17, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with an update on major equity index technicals following today’s decline (page 1) in addition to updates on a number of baskets including those tracking momentum, unprofitable tech, private equity, travel stocks, and more (pages 2 & 3). We then review Bitcoin’s bear market (page 4) before diving into the charts of a couple hyper-scalers (page 5). After that, we provide our quarterly update of our Best of Breed Basket (pages 6 & 7). We finish with recaps of the latest economic data (pages 8 & 9).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 13, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look at the pain in high beta names (page 1) in addition to a decile analysis and some other charts breaking down where the worst of the selling has been (pages 2 and 3). After a look into some transportation industry data (page 4), we close out with a look into the hot run in Health Care stocks (pages 5 and 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 12, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a review of the elevated rate of triple plays reported this earnings season (page 1). We then dive into generational differences in wealth, incomes, and employment (pages 2 – 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 11, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at weekly ADP employment figures and some news flow surrounding transportation names (page 1). Next, we look at profitability and return on investments and assets for hyper-scalers (page 2) before closing out with a look at various forms of investor sentiment (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 10, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a dive into debt related to datacenters and AI names (pages 1 and 2). We then pivot into the latest data from the New York Fed’s Survey of Consumer Expectations (pages 3 – 5) including some other housing data from ICE’s Mortgage Monitor report (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 6, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a look into the weak month to date performance at the tail ends of the valuation, revenue growth, and year to date performance spectrums (page 1). We follow up with a check in on the lagging performance of AI Implementation stocks (page 2) before pivoting into a rundown of tonight’s earnings and a busy day of Fedspeak (page 3). We finish with a look at state level jobless claims data (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
