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Bespoke Investment Group

The Bespoke Investment Group column focuses on market data, investment research, quantitative observations, and macro trends, offering users a data-oriented view of markets.

Bespoke Investment Group's Articles

Brunch Reads – 6/28/26

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

2026/06/28

The Bespoke Report – Equity Market Pros and Cons – Q3 2026

This week’s Bespoke Report is an updated version of our “Pros and Cons” edition for Q3 2026. With this report, you’re able to get a complete picture of the bull

2026/06/27

Daily Sector Snapshot — 6/26/26

This content is for members only The post Daily Sector Snapshot — 6/26/26 first appeared on Bespoke Investment Group.

2026/06/27

A Month For “the Rest”

We’ve made numerous mentions of the weakness in mega-cap stocks so far this month, and given their weightings in the S&P 500, the impact on the index is notable

2026/06/26

Bespoke’s Morning Lineup – 6/26/26 – Limping into the Weekend

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

2026/06/26

The Closer – Breadth Disconnects, Price Hikes, PCE – 6/25/26

Log-in here if you’re a member with access to the Closer. Consumer electronic devices are beginning to see price hikes as a result of higher memory prices. T

2026/06/26

Bespoke’s Weekly Sector Snapshot — 6/25/26

This content is for members only The post Bespoke’s Weekly Sector Snapshot — 6/25/26 first appeared on Bespoke Investment Group.

2026/06/26

Q2 2026 Earnings Conference Call Recaps: Winnebago (WGO)

Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control

2026/06/26

Mega-Caps Fall, Russell Rebalance

There are still a few trading days left in June, but so far it has been a rough month for the world’s largest stocks. In the month where SpaceX (SPCX) began trading

2026/06/26

Q2 2026 Earnings Conference Call Recaps: Micron (MU)

Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control

2026/06/26