2025 Triple Plays “Kings”
Along with our 2025 Stat Sheet and our 2026 Annual Outlook highlighting the pros and cons for the US equity market heading into the new year, we’ve also published a new Triple Play Report featuring the stocks that reported the most earnings triple plays in 2025.
Roughly 8% of the 8,000+ quarterly earnings reports from stocks this year were “triple plays.” What is a triple play? When a stock reports quarterly earnings, it registers a “triple play” when it beats analyst EPS estimates, beats analyst revenue estimates, and raises forward guidance. We coined the term back in the mid-2000s, and you can read more about it at Investopedia.com.
Of the more than 400 stocks that reported earnings triple plays this year, there were just 15 that reported triple plays on all four of their quarterly reports in 2025. We take a look at triple-play trends in 2025 and discuss each of the 15 stocks that reported four triple plays this year in this report.
You can read our 2025 Triple Play “Kings” report and our 2026 outlook pieces by signing up for any of our three membership levels. Enter the coupon code “OUTLOOK” at checkout for a 20% discount on your first charge. You can review our membership levels here to help make your decision.
Bespoke Newsletter Monthly Payment Plan
Bespoke Newsletter Annual Payment Plan
Bespoke Premium Monthly Payment Plan
Bespoke Premium Annual Payment Plan
Bespoke All Access (Bespoke Institutional) Monthly Payment Plan
Bespoke All Access (Bespoke Institutional Annual Payment Plan
Daily Sector Snapshot — 12/30/25
Chart of the Day – How This Year Stacks Up + Big Gold Reversal
Bespoke’s Morning Lineup – 12/30/25 – An Island of Volatility in Metals
Before getting to this morning’s pre-market analysis, be sure to watch this CNBC segment with Bespoke’s Paul Hickey discussing the market’s set-up heading into 2026.
See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now by starting a two-week trial to Bespoke Premium. CLICK HERE to learn more and start your trial.
“I wake up every day and I can’t wait to go to work, and that’s a gift. Not too many people have the opportunity to feel that way.” – Tiger Woods
Below is a snippet of commentary from today’s Morning Lineup. Start a two-week trial to Bespoke Premium to view the full report.
On another likely quiet day for the US markets, futures are lower, but no major index is indicated to open down more than 0.05%, so it wouldn’t take more than a sneeze to flip things around to the positive side. In most other areas of the market, current action is also subdued as treasury yields, crude oil, and crypto assets are all modestly higher. The one area that remains volatile is in the metals markets, as gold is up nearly 2%, while silver is up over 7% and platinum is up over 5%. We saw big negative reversals in these markets yesterday, so if you’re a bull on the sector, you’re breathing a sigh of relief today.
It will be a somewhat busy day for data today as we’ll get the weekly ADP Employment, FHFA House Price Index, and the Chicago PMI for December. The latter report always seems to be negative these days, but expectations are already low at 39.5. In addition to these three reports, we’ll also get the minutes from the December Fed meeting.
In Asia overnight and Europe this morning, it was a tale of two markets as Asia was mostly lower while Europe experienced broad-based gains.
We’re obviously in one of the least volatile periods of the year for stocks, and the chart below illustrates that trend. When it comes to the daily volume in the SPDR S&P 500 ETF (SPY) relative to its 200-DMA, Christmas Eve ranks as the day with the least volume of any day of the year, when the median daily volume has been 62.5% below its 200-DMA. The next closest day in terms of low volume is July 3rd, when the median daily volume has been 51.4% below its 200-DMA. It makes sense that these two days would be quiet, given that they precede holidays, but they’re also both days when the market closes early, so the window for trading is shorter.
What was surprising about this chart is when the high-volume days tend to occur. With September and October being the most volatile months of the year, you would expect to see volume spikes during those months as well. While volume tends to come in above average during the fall, the period of highest volume relative to the 200-DMA occurs in late February and March.
One area of the market where volumes weren’t light yesterday was in the commodities market, and more specifically, Silver. The iShares Silver Trust (SLV) had its highest volume day since February 2021, and after hitting a record high last Friday, plunged over 7%, forming a massive island reversal. As shown in the chart below, the gaps between last Friday’s trading range and the day before (Thursday) and the day after (Monday) were extremely wide, with more than a full percentage point separating the sessions on both sides.
The Closer – FX Review, Five Fed – 12/29/25
Log-in here if you’re a member with access to the Closer.
Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, after last week’s recap of commodities in 2025, we give a review of currency markets (pages 1 – 3). We also check up on our Five Fed Manufacturing Composite (page 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Daily Sector Snapshot — 12/29/25
Chart of the Day: S&P 500 in 2025
Bespoke’s Morning Lineup – 12/29/25
Before getting to this morning’s pre-market analysis, be sure to watch this CNBC segment with Bespoke’s Paul Hickey discussing the market’s set-up heading into 2026.
See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now by starting a two-week trial to Bespoke Premium. CLICK HERE to learn more and start your trial.
“Investors should purchase stocks like they purchase groceries, not like they purchase perfume.” – Benjamin Graham
Below is a snippet of commentary from today’s Morning Lineup. Start a two-week trial to Bespoke Premium to view the full report.
With just three trading days left in the year, below are a number of snapshots from our Trend Analyzer tool highlighting where various asset classes, sectors, and large-cap stocks stand on a year-to-date basis and relative to their 50-DMAs.
Gold (GLD) is now easily the top performing major asset class in 2025 with a 70%+ gain. The next-best is the “rest of world” equity market with the all country ex US ETF (CWI) up 29.2% YTD. The Tech-heavy Nasdaq 100 (QQQ) ranks third with a 22% gain.
There are three key asset classes in the red this year: Bitcoin (IBIT), the dollar (UUP), and oil (USO).
Of the ETFs shown, the dollar (UUP) is the most oversold heading into year end, while gold (GLD) is the most overbought.
Looking at major domestic equity index ETFs, mid-caps have been “mid” in 2025 with only single-digit gains, while large-caps are up closer to 20%. Heading into 2026, every single index ETF shown is above its 50-DMA, with the large majority overbought.
Brunch Reads – 12/28/25
Welcome to Bespoke Brunch Reads — a linkfest of some of our favorite articles over the past week. The links are mostly market-related, but there are some other interesting subjects covered as well. We hope you enjoy the food for thought as a supplement to the research we provide you during the week.
Gulags Go Global: When Aleksandr Solzhenitsyn published The Gulag Archipelago on December 28, 1973, it was the first time the full scale and structure of the Soviet forced-labor camp system was laid out in a single work. The book was assembled over more than a decade, drawing on Solzhenitsyn’s own years in labor camps and exile, and written accounts and interviews from more than 200 other former prisoners. Because possession of the manuscript inside the USSR would have put others at risk, it was secretly copied, hidden, and eventually smuggled to the West, where it was published after Soviet authorities learned of its existence.
The book traces how arrests were carried out, how interrogations worked, how sentences were assigned, and how the camps functioned economically and politically. Solzhenitsyn argues that the Gulag was not an abuse of the Soviet system but an essential part of it, supplying labor, enforcing obedience, and eliminating perceived threats.
The Soviet government responded quickly. The book was banned, denounced as anti-Soviet propaganda, and in early 1974, Solzhenitsyn was arrested, stripped of his citizenship, and deported from the country. In the West, The Gulag Archipelago became a central reference point in discussions about communism and the Soviet state, especially among academics and political commentators who had previously downplayed or questioned reports of mass repression.
Food & Restaurants
Alcohol consumption falls to record low in Britain (Financial Times)
Drinking in the UK keeps trending lower, with the average adult now having the fewest weekly drinks on record, driven by higher costs, health awareness, and an aging population. People aren’t quitting alcohol altogether, but they’re just drinking less often and spending more per drink, which is helping producers offset weaker volumes. [Link]
Continue reading our weekly Brunch Reads linkfest by logging in if you’re already a member or signing up for a trial to one of our two membership levels shown below! You can cancel at any time.
