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!
Nov 5, 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 the latest earnings including a check in on performance of consumer risk sentiment stocks (page 1). We then review the latest labor data (page 2) and service PMIs (page 3) before closing out with a rundown of petroleum inventories (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
