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Bespoke Investment Group

The Bespoke Investment Group column focuses on market data, investment research, quantitative observations, and macro trends, offering users a data-oriented view of markets.

Bespoke Investment Group's Articles

The Closer – Credit Down, Ags Up, Stockpiles – 7/8/26

Log-in here if you’re a member with access to the Closer. At the margins, today’s release of the Fed Minutes showed more hawkish tones than markets expected.

2026/07/09

Daily Sector Snapshot — 7/8/26

This content is for members only The post Daily Sector Snapshot — 7/8/26 first appeared on Bespoke Investment Group.

2026/07/09

Chart of the Day – AI Rotation

This content is for members only The post Chart of the Day – AI Rotation first appeared on Bespoke Investment Group.

2026/07/09

Bitcoin Sentiment is Dire

With a decline of more than 30%, Bitcoin (using the IBIT ETF as a proxy) was the worst performing asset class in the first half of 2026. You’d be hard pressed to

2026/07/08

Early Q3 Trend Reversal

Q3 has so far been the complete opposite of the trend in place in the first half of 2026. Investors and traders have used the first handful of trading days of

2026/07/08

Bespoke’s Morning Lineup – 7/8/26 – Here We Go Again

See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now

2026/07/08

The Closer – Weighting, Expectations, Logistics Looking Up – 7/7/26

Log-in here if you’re a member with access to the Closer. The US goods imports composition has shifted to a shocking degree over the last two and a half years

2026/07/08

Daily Sector Snapshot — 7/7/26

This content is for members only The post Daily Sector Snapshot — 7/7/26 first appeared on Bespoke Investment Group.

2026/07/08

Chart of the Day – Economic Momentum

This content is for members only The post Chart of the Day – Economic Momentum first appeared on Bespoke Investment Group.

2026/07/07

Bespoke’s Morning Lineup – 7/7/26 – Taking it to the Bank

See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now

2026/07/07