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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

Licking Their Wounds - Morning Market Note - 7/20/26

“If trouble comes when you least expect it then maybe the thing to do is to always expect it.” – Cormac McCarthy

“If trouble comes when you least expect it then maybe the thing to do is to always expect it.” – Cormac McCarthy

6 days ago
2
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IPO Fever

It’s no secret that the IPO market is flying.

It’s no secret that the IPO market is flying. As shown below, over the last six months, the volume (in dollar terms) of US IPOs has come within about a billion dollars of the 2021 peak, when th...

9 days ago
3
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Financials Now Overbought 22 for Straight Days

The S&P 500 Financials sector has been trading in overbought territory (at least one standard deviation above its 50-DMA) for 22 consecutive trading days as of yesterday’s close. That ties the sector’s previous two streaks that ended on 12/...

11 days ago
5

PPI With the Encore - Morning Market Note - 7/15/26

“We seek friendly relations with all nations.

“We seek friendly relations with all nations. Any nation can be our friend without being any other nation's enemy.” – Richard Nixon

11 days ago
1
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IBM Falls 25%; Biggest One-Day Drop Ever

It is the preliminary days of earnings season as results from the major money centers started rolling out today, but today, IBM (IBM) overshadowed them all with a downside pre-announcement.

It is the preliminary days of earnings season as...

12 days ago
2
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    Insightful independent stock market research for investors of any size or strategy.

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