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Bespoke’s Substack

Bespoke Investment Group

Insightful independent stock market research for investors of any size or strategy.

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Latest Issues

Falling SOX - Morning Market Note - 7/6/26

“It seems to be a law of nature, inflexible and inexorable, that those who will not risk cannot win.” – John Paul Jones

“It seems to be a law of nature, inflexible and inexorable, that those who will not risk cannot win.” – John Paul Jones

23 hours ago
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Happy 250th - Morning Market Note - 7/2/26

“Philosophy is common sense with big words.” – James Madison

After a shaky start to the third quarter yesterday, equity futures remained wary ahead of the June Non-Farm Payrolls report, with the S&P 500 basically unchanged while the Nasdaq...

5 days ago
3

Biotech Cup and Handle?

Biotech is one area of the market that benefitted from all the rotation going on in the back half of June.

Biotech is one area of the market that benefitted from all the rotation going on in the back half of June. As shown below, the iShar...

6 days ago
1
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A Party of One - Morning Market Note

“Either write something worth reading or do something worth writing.” – Benjamin Franklin

“Either write something worth reading or do something worth writing.” – Benjamin Franklin

6 days ago
1
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Nike (NKE) - Can the Swoosh Recover?

Nike (NKE) is set to report earnings after the close after falling more than 20% in Q2. Below is a look at NKE’s price chart since early 2022. It’s ugly.

It hasn’t just been a bad year for Nike (NKE), but rather a bad decade.

So far i...

7 days ago
2

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