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Bespoke’s Substack

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

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Latest Issues

Happy Birthday to You - Morning Market Note - 10/12/26

“It is a curious fact that although all booms are alike, all are different.” - Edwin Lefèvre

“It is a curious fact that although all booms are alike, all are different.” - Edwin Lefèvre

6 days ago
1
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A Short Second Half

After a wondrous first half for investors, especially for those in growth stocks, the second half of 2026 has been a struggle. The Russell 3,000 -- which represents roughly 98% of publicly traded US stock market cap -- is up about 3% in the...

9 days ago
3

AI Dips on OpenAI Revenue Rumors - Morning Market Note - 10/9/26

"From financial history and from my own experience, I long ago concluded that regression to the mean is the most powerful law in financial physics." - Jason Zweig

AI stocks, which had been the only area of the market holding up recently, t...

9 days ago
2

Standard Fare - Morning Market Note - 10/8/26

"Winning is the most important thing in my life, after breathing." - George Steinbrenner

"Winning is the most important thing in my life, after breathing." - George Steinbrenner

10 days ago
2
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Midterms Coming Down to Four States

Election Day is less than a month away, and with each passing day, the odds of Republicans retaining control of either chamber of Congress get dimmer and dimmer.

Election Day is less than a month away, and with each passing day, the odds o...

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

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