Bespoke Report – Bull Market Confirmed – 1/24/25

To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium.  In this week’s report, we cover huge announcements on R&D spending on AI, the electricity needed to power it, Trump’s “drill, baby, drill” policy, Trumpspeak vs. Fedspeak, key earnings stats, post-election winners, and more!  Make sure to give this one a read.

Bespoke Report – 1/17/25 – This Time It’s Different

To read our weekly Bespoke Report newsletter and access everything else Bespoke’s research platform offers, start a two-week trial to Bespoke Premium. In this week’s report, we discuss why this time is different. We also discuss major index technicals, cross-asset performance this week, improving breadth, sentiment across investors, small businesses, and homebuilders, residential construction, bond yields, earnings this week across a wide range of companies, a preview of major earnings next week, leadership rotation in Europe, retail sales, inflation, foreign investors’ role in the US equity market, and much more!