The Closer – Earnings and More Earnings, New Homes, Five Fed – 4/23/24
Bespoke Investment Goup
by Jake Gordon
8h ago
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, we kick off with a rundown of all the latest earnings (pages 1 and 2). We then recap today’s new home sales data (pages 3 and 4) in addition to showing how orders and backlogs look from recent homebuilder earnings (page 5).  We finish with a review of today’s 2 year note auction (page 6) and an update of our Five Fed Manufacturing composite (page 7). See today’s full post-market Closer and everything else Bespoke publishes ..read more
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Daily Sector Snapshot — 4/23/24
Bespoke Investment Goup
by Jake Gordon
8h ago
This content is for members onlyThe post Daily Sector Snapshot — 4/23/24 first appeared on Bespoke Investment Group ..read more
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Chart of the Day – 4/23/24
Bespoke Investment Goup
by Bespoke Investment
11h ago
This content is for members onlyThe post Chart of the Day – 4/23/24 first appeared on Bespoke Investment Group ..read more
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Bespoke Stock Scores — 4/23/24
Bespoke Investment Goup
by Jake Gordon
11h ago
This content is for members onlyThe post Bespoke Stock Scores — 4/23/24 first appeared on Bespoke Investment Group ..read more
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The Closer – Unionization in Dixie, UK Highs, Treasury Allotment – 4/22/24
Bespoke Investment Goup
by Jake Gordon
1d ago
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, we begin with a look into the unionization efforts in the automotive space and durable goods manufacturing (page 1).  We then dive into the record highs in UK equities (page 2). After a preview of this week’s Treasury auctions (page 3), we provide a look into the latest Treasury allotment data (page 4). We finish with our weekly breakdown of positioning data (pages 5 – 8). See today’s full post-market Closer and everything ..read more
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Daily Sector Snapshot — 4/22/24
Bespoke Investment Goup
by Jake Gordon
1d ago
This content is for members onlyThe post Daily Sector Snapshot — 4/22/24 first appeared on Bespoke Investment Group ..read more
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Chart of the Day: Financials Rally; SMCI vs. WHR
Bespoke Investment Goup
by Bespoke Premium
2d ago
This content is for members onlyThe post Chart of the Day: Financials Rally; SMCI vs. WHR first appeared on Bespoke Investment Group ..read more
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Bespoke’s Morning Lineup – 4/22/24 – Fool Me Once, Shame On You…
Bespoke Investment Goup
by Bespoke Investment
2d ago
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. “The people who were trying to make this world worse are not taking the day off. Why should I?” – Bob Marley Below is a snippet of commentary from today’s Morning Lineup. Start a two-week trial to Bespoke Premium to view the full report.   Can we finally get an up day today? Equity futures are higher this morning, but as th ..read more
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Bespoke’s Brunch Reads – 4/21/24
Bespoke Investment Goup
by Bespoke Investment
2d ago
Welcome to Bespoke Brunch Reads — a linkfest of the favorite things we read 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. While you’re here, join Bespoke Premium with a 30-day trial! On This Day in History: The Surgeon’s Photograph: On April 21st, 1934, 90 years ago today, the Daily Mail published the “Surgeon’s Photograph” depicting the Loch Ness Monster. Captured by Dr. Robert Kenneth Wilson, a London gynecologist ..read more
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The Bespoke Report – 4/19/24 – No More Peppers Please! & Global Macro Update
Bespoke Investment Goup
by Bespoke Investment
4d ago
To read our weekly Bespoke Report newsletter as well as our latest quarterly Global Macro Update and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium. The post The Bespoke Report – 4/19/24 – No More Peppers Please! & Global Macro Update first appeared on Bespoke Investment Group ..read more
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