The Bespoke Report — 2024 Recap

Dec 27, 2024

Our Bespoke Report – 2024 Recap is now available for Bespoke subscribers.  This report is a must-read rundown of everything that went on across financial markets in 2024.  Below is a look at some of the topics covered:

• The year in headlines
• Thematic performance
• Seasonality
• Sector performance
• Sector weightings
• Mega-caps
• Earnings triple plays
• International markets
• Earnings themes
• ETF performance matrix

You can read our 2024 Recap by signing up for our 2025 All Access Special that gets you the first two months of Bespoke Institutional access for just $20, or start a two-week trial to our Bespoke Premium plan.  You can review our membership plans here to help make your decision.

Annual Outlook — 2025 Pros and Cons

Dec 20, 2024

Our Bespoke Report – 2025 Pros and Cons is now available for Bespoke subscribers.  This report covers everything you need to know about the set-up for financial markets and the economy heading into 2025.  If there’s ever a “must-read” Bespoke report, this is it!

• Another year is in the books!  In early December, we discussed how the market had every reason to rally given the macro backdrop. The market was broadening, the economy was strong, earnings growth was positive, the Fed was our friend, and seasonality was in the market’s favor.  November’s election results only added more fuel to the fire as the incoming administration wants a much lighter regulatory touch.
• The backdrop was positive, but the question was how much could the market keep rallying on the same news.  As the month has progressed, investors have started asking that question, and the honeymoon for all that could go right turned to a reality check.  The difficulty in passing a funding bill as we write this highlights the fact that the Republican party has several factions that aren’t always in agreement, and with such a slim majority, getting things accomplished may not be as easy as originally thought.
• Besides politics, the broadening that started in the summer saw a sharp reversal in December as the S&P 500 had a record streak of negative daily breadth readings.  Fed Chair Powell also reminded markets that while the Fed may not be a bull’s enemy, if you want a friend, get a dog.  From a seasonality perspective, as the year winds down, the market is still in the middle of its strongest six-month period of the year, but the seasonal tailwinds aren’t as steady as they have been.
• None of these issues are insurmountable, but they serve as a reminder to keep investors honest.
• To help lay the groundwork for the year ahead, we’ve published our 2025 Pros and Cons report.

You can read our 2025 Pros and Cons by signing up for our 2025 All Access Special that gets you the first two months of Bespoke Institutional access for just $20, or start a two-week trial to our Bespoke Premium plan.  You can review our membership plans here to help make your decision.

Bespoke Stat Sheet — 2024

Dec 20, 2024

We’ve put together a slide deck featuring some of our favorite stats published throughout the year.  In this report we provide a month-by-month review of some of the most important and interesting market stats as they happened in real time, in bullet point format.  Enjoy!

You can read our Bespoke Stat Sheet — 2024 by signing up for any of our three membership levels.  Enter the coupon code “OUTLOOK” at checkout for a 20% discount on your first charge.  You can review our membership levels here to help make your decision.

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