Dec 13, 2019
Our 2020 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year! In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2020.
The 2020 Bespoke Report contains sections like Economic Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. We’ll also be publishing a list of our favorite stocks and asset classes for 2020 and beyond.
We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end. Today we have published the “Valuation” section of the 2020 Bespoke Report, which compares current valuations for major indices and sectors to their historical levels at various points in bull and bear markets. We also analyze the earnings yield, price to book ratios, and dividend yields for the S&P 500 relative to history.
To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

Dec 11, 2019
Our 2020 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year! In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2020.
The 2020 Bespoke Report contains sections like Economic Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. We’ll also be publishing a list of our favorite stocks and asset classes for 2020 and beyond.
We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end. Today we have published the “Dollar & Stocks” section of the 2020 Bespoke Report, which focuses on the performance and potential forward paths of major currencies with a focus on the US dollar.
To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

Dec 11, 2019
Our 2020 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year! In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2020.
The 2020 Bespoke Report contains sections like Economic Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. We’ll also be publishing a list of our favorite stocks and asset classes for 2020 and beyond.
We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end. Today we have published the “Washington” section of the 2020 Bespoke Report, which provides a summary of the US equity market’s performance during President Trump’s first term, how that performance stacks up versus other Presidents, and how equities have historically performed during the fourth year of a President’s term based on a number of scenarios. In addition, we have provided a summary of how equities performed during the impeachment inquiries into President Nixon and Clinton, how stocks and bonds have reacted to the President’s critical tweets of the Federal Reserve and Jerome Powell, and finally how the market and various sectors have reacted to changes in polling figures among Democratic candidates.
To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

Dec 10, 2019
Our 2020 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year! In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2020.
The 2020 Bespoke Report contains sections like Washington and Markets, Economic Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. We’ll also be publishing a list of our favorite stocks and asset classes for 2020 and beyond.
We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end. Today we have published the “Housing” section of the 2020 Bespoke Report, which takes a close look at the state of this key area of the economy and whether strength in 2019 can continue in 2020. Lower interest rates in 2019 helped housing recover from a weak 2018, and there are signs that the strength can continue into 2020. We tell you why in this section.
To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

Dec 10, 2019
Our 2020 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year! In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2020.
The 2020 Bespoke Report contains sections like Washington and Markets, Economic Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. We’ll also be publishing a list of our favorite stocks and asset classes for 2020 and beyond.
We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end. Today we have published the “Commodities” section of the 2020 Bespoke Report, which focuses on performance and long-term trend shifts of every major commodity.
To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!

Dec 6, 2019
Our 2020 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year. We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year! In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2020.
The 2020 Bespoke Report contains sections like Washington and Markets, Economic Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more. We’ll also be publishing a list of our favorite stocks and asset classes for 2020 and beyond.
We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end. Today we have published the “Market Cycles” section of the 2020 Bespoke Report, which focuses on market performance during the late stages of bull markets and bear markets.
To view this section immediately and all other sections, become a member with our 2020 Annual Outlook Special!
