Dec 9, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look into the drop in quality stocks and the rise of private equity names (page 1). We also note the performance of S&P 500 additions (page 2) before shifting into a recap of the JOLTS data (pages 3 and 4).
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Dec 8, 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 technical pattern in the 10-year yield in addition to what real yields are showing (page 1). We then move onto a cross-asset correlation analysis (page 2) before diving into today’s economic data that includes the New York Fed’s Survey of Consumer Expectations (pages 3 – 4) and some housing releases (pages 5 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 4, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with some commentary regarding the setup of the FOMC and its independence (page 1). We then take a look at jobless claims and some potential reasons for the sharp move this week (page 2). We close out with a dive into AAII sentiment reaching the most bullish reading in nearly a year (page 3).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 3, 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 a handful of baskets (page 1) in addition to the outperformance of value versus growth (page 2). Next, we offer a look into the latest string of cold weather and what that means for natural gas (page 3). After that, it’s a dive into the latest ISM (page 4) and S&P Global PMI data (page 5) before closing out with reviews of industrial production (page 6) and some earnings (page 7).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Dec 2, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start with a look into some valuation metrics for the crypto treasury company Strategy (MSTR) (page 1) followed by a look into the historic strength of Boeing (BA) relative to Airbus (EADSY) (page 2). Next, we pivot into auto sales (page 3) before closing out with a dive into a handful of baskets (page 4) in addition to the Logistics Managers Index and related 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!
Dec 1, 2025
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a look into the first three years of ChatGPT (pages 1 and 2) followed by an update of our KISS basket (page 3). Next, dive into economic data in the form of PMIs and Mexico remittances (pages 4 and 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
