Nov 24, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we dive deep into the FDIC’s quarterly snapshot of the aggregate balance balance sheet for the US banking sector (pages 1-5). We then close out with a review of Fedspeak that suggests a deal has been struck between Governor Waller and Chair Powell (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 20, 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 latest earnings and rise in credit spreads and the VIX (page 1). We then review the huge intraday reversals in the S&P 500 (page 2). We then finish by providing a look into the latest employment statistics (pages 3 – 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 19, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a dive into the much anticipated earnings report from NIVIDIA (NVDA) (page 1) followed by an updated look at our Picks and Shovels basket (page 2). After that, we check in on how the S&P 500’s intraday pattern has shaped up (page 3) before closing out with a look at Costco (COST) which hit a rare 52-week low today (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Nov 18, 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 into how jobs data is shaping up (page 1) followed by a look into collateralized loan obligations (page 2), auto ABS, and office CMBS (page 3). Next up, we dive into credit card delinquencies (page 4) and New York Fed consumer credit data (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 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!
