# ![@bespokeinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::28571999.png) @bespokeinvest Bespoke

Bespoke's latest Macro Note, "The Closer", discusses the performance of the US equity market in relation to gold. The note highlights that pricing stocks in gold makes the US equity market's performance look pedestrian.

### Engagements: [---------] [#](/creator/twitter::28571999/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28571999/c:line/m:interactions.svg)

- [--] Week [-------] +14%
- [--] Month [---------] +51%
- [--] Months [----------] -37%
- [--] Year [----------] +20%

### Mentions: [---] [#](/creator/twitter::28571999/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28571999/c:line/m:posts_active.svg)

- [--] Week [---] +2.20%
- [--] Month [---] +20%
- [--] Months [-----] +24%
- [--] Year [-----] +22%

### Followers: [-------] [#](/creator/twitter::28571999/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28571999/c:line/m:followers.svg)

- [--] Week [-------] +0.13%
- [--] Month [-------] +0.58%
- [--] Months [-------] +5.30%
- [--] Year [-------] +15%

### CreatorRank: [------] [#](/creator/twitter::28571999/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28571999/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1936 [finance](/list/finance)  #4373 [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  #3748 [countries](/list/countries)  [exchanges](/list/exchanges)  #1361 [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [currencies](/list/currencies) 

**Social topic influence**
[stocks](/topic/stocks) #1449, [events](/topic/events) #2262, [$nvda](/topic/$nvda), [$spy](/topic/$spy) #31, [nasdaq](/topic/nasdaq) #147, [fed](/topic/fed), [$aapl](/topic/$aapl) #848, [$googl](/topic/$googl), [$amzn](/topic/$amzn) #1313, [$tsla](/topic/$tsla)

**Top accounts mentioned or mentioned by**
[@william_r2rclub](/creator/undefined) [@elonmusk](/creator/undefined) [@paulhickey](/creator/undefined) [@maximlott](/creator/undefined) [@cnbc](/creator/undefined) [@polymarket](/creator/undefined) [@kalshi](/creator/undefined) [@aaiisentiment](/creator/undefined) [@grok](/creator/undefined) [@eyad_ali_saif](/creator/undefined) [@catskillfishing](/creator/undefined) [@wsj](/creator/undefined) [@teslaoptimus](/creator/undefined) [@sullycnbc](/creator/undefined) [@rcpolitics](/creator/undefined) [@squawkcnbc](/creator/undefined) [@cnbcovertime](/creator/undefined) [@cmegroups](/creator/undefined) [@cmegroup](/creator/undefined) [@doge](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Metadium (META)](/topic/$meta) [GammaSwap (GS)](/topic/$gs) [SPDR GOLD ETF (GLD)](/topic/$gld) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [Intel Corporation (INTC)](/topic/$intc) [Basis Cash (BAC)](/topic/$bac) [Costco Hot Dog (COST)](/topic/$cost) [IBM (IBM)](/topic/ibm) [Walmart, Inc. (WMT)](/topic/$wmt) [CatCoin (CAT)](/topic/$cat) [JPMorgan Chase (JPM)](/topic/$jpm) [Morgan Stanley (MS)](/topic/morgan-stanley) [Costco Wholesale Corporation (COST)](/topic/costco) [DisChain (DIS)](/topic/$dis) [General Electric Company (GE)](/topic/$ge) [Broadcom, Inc. (AVGO)](/topic/$avgo) [UnitedHealth Group (UNH)](/topic/$unh) [Wells Fargo & Co (WFC)](/topic/$wfc) [3M Co (MMM)](/topic/$mmm) [Fastenal Company (FAST)](/topic/$fast) [American Express Company (AXP)](/topic/$axp) [Eli Lilly and Company (LLY)](/topic/$lly) [iShares BTC Trust (IBIT)](/topic/$ibit) [Starbucks Corporation (SBUX)](/topic/$sbux) [Boeing Co (BA)](/topic/$ba) [Johnson & Johnson (JNJ)](/topic/$jnj) [Salesforce Inc (CRM)](/topic/$crm) [DIA (DIA)](/topic/$dia) [Pfizer, Inc. (PFE)](/topic/$pfe) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [Exxon Mobil (XOM)](/topic/$xom) [McDonald's Corp (MCD)](/topic/$mcd) [Home Depot, Inc. (HD)](/topic/$hd) [Fenerbahçe Token (FB)](/topic/$fb) [Bank of America (BAC)](/topic/bank-of-america) [Nike Inc (NKE)](/topic/$nke) [AT&T Inc. (T)](/topic/$t) [Toll Brothers, Inc. (TOL)](/topic/$tol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Some huge performance divergences in March. The Nasdaq [---] $QQQ is up 8%+ this month while small-cap value $IJS is down 7%+. Financials sector $XLF is down 10% while Tech $XLK is up nearly 10%. Read our weekly Bespoke Report for more coverage: http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1641826634742349824)  2023-03-31T15:35Z 258.6K followers, 12.6K engagements


"Key Earnings Reports After the Close Monday: Alcon $ALC Definitive Healthcare $DH Heron Therapeutics $HRTX Navitas Semiconductor $NVTS For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1690113610696331269)  2023-08-11T21:31Z 258.6K followers, [----] engagements


"Key Earnings Reports Before the Open Tomorrow CDW $CDW CVS Health $CVS Emerson Electric $EMR Roblox $RBLX Reynolds Consumer Products $REYN Yum Brands $YUM For more details start a trial at http://bespokpremium.com http://bespokpremium.com"  
[X Link](https://x.com/bespokeinvest/status/1754995887598629050)  2024-02-06T22:30Z 258.4K followers, [----] engagements


"Made it to [---]. Weve now gone [---] trading days without a 2% correction for the US stock market $SPY"  
[X Link](https://x.com/bespokeinvest/status/1771513240515698845)  2024-03-23T12:24Z 258.7K followers, 162.7K engagements


"Key Events on Monday AppFolio $APPF will replace Inari Medical $NARI in the S&P [---] Roivant Sciences $ROIV will replace Sunrun $RUN in the S&P [---] Solventum $SOLV will replace VF $VFC in the S&P [---] For more details start a trial at http://bespokpremium.com http://bespokpremium.com"  
[X Link](https://x.com/bespokeinvest/status/1773463826576642400)  2024-03-28T21:35Z 258.4K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Initial Jobless Claims Continuing Jobless Claims 9:45 AM: S&P Manufacturing PMI S&P Services PMI [--] AM: New Home Sales [--] AM: KC Fed For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1793595227355455895)  2024-05-23T10:50Z 258.4K followers, 10.6K engagements


"Today's Economic Indicators Results Initial Jobless Claims: 215k vs 220k est.🟢 Continuing Jobless Claims: 1794k vs 1793k est.🔴 S&P Manufacturing PMI: [----] vs [----] est.🟢 S&P Services PMI: [----] vs [----] est.🟢 New Home Sales: 634k vs 678k est.🔴 KC Fed: [---] vs [---] est.🟢 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1793675553473527847)  2024-05-23T16:09Z 258.4K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Initial Jobless Claims Continuing Jobless Claims Philly Fed [--] AM: Leading Indicators For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1813888947740889514)  2024-07-18T10:50Z 258.6K followers, 11.6K engagements


"Today's Economic Indicators Results Initial Jobless Claims: 243k vs 229k est.🔴 Continuing Jobless Claims: 1867k vs 1856k est.🔴 Philly Fed: [----] vs [---] est.🟢 Leading Indicators: -0.2% vs -0.3% est.🟢 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1813952656060108978)  2024-07-18T15:03Z 258.6K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Applied Industrial $AIT Alibaba $BABA Deere $DE SpartanNash $SPTN Tapestry $TPR Walmart $WMT After the Close: Alcon $ALC Applied Materials $AMAT Coherent $COHR H & R Block $HRB For more start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1823834481175773339)  2024-08-14T21:30Z 258.7K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:15 AM: ADP Employment 8:30 AM: Non Farm Productivity Unit Labor Costs Initial Jobless Claims Continuing Jobless Claims 9:45 AM: S&P Services PMI [--] AM: ISM Services For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1831645953264058582)  2024-09-05T10:50Z 258.6K followers, 11.4K engagements


"Today's Economic Indicators Results ADP Employment: 99k vs 145k est.🔴 Non Farm Productivity: 2.5% vs 2.5% est.🔵 Unit Labor Costs: 0.4% vs 0.8% est.🔴 Initial Jobless Claims: 227k vs 230k est.🟢 Continuing Jobless Claims: 1838k vs 1867k est.🟢 S&P Services PMI: [----] vs [----] est.🟢 ISM Services: [----] vs [----] est.🟢 For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1831752503077044589 http://bespokepremium.com https://twitter.com/i/web/status/1831752503077044589"  
[X Link](https://x.com/bespokeinvest/status/1831752503077044589)  2024-09-05T17:53Z 258.6K followers, [----] engagements


"Here's a look at where key US index ETFs stand ahead of the new trading week. Big 5-day drops with the biggest losses coming from small-caps $IWM $IWC and the Nasdaq [---] $QQQ. All but two ETFs shown are below their 50-DMAs"  
[X Link](https://x.com/bespokeinvest/status/1833120624031481886)  2024-09-09T12:29Z 258.6K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: CPI Core CPI Initial Jobless Claims Continuing Jobless Claims For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1844329528845337044)  2024-10-10T10:50Z 258.6K followers, 10.4K engagements


"Four of [--] companies reporting earnings after the close lowered guidance: Equifax $EFX Kinder Morgan $KMI PPG Industries $PPG Rexford Industrial Realty $REXR"  
[X Link](https://x.com/bespokeinvest/status/1846652115042586847)  2024-10-16T20:39Z 258.7K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Retail Sales Philly Fed Initial & Continuing Jobless Claims 9:15 AM: Industrial Production Capacity Utilization [--] AM: Business Inventories NAHB Homebuilder Sentiment For more start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1846866244261347472)  2024-10-17T10:50Z 258.6K followers, 10.3K engagements


"Today's Economic Indicators Results Retail Sales: 0.4% vs 0.3% est.🟢 Retail Sales Ex Autos: 0.5% vs 0.1% est.🟢 Retail Sales Ex Autos & Gas: 0.7% vs 0.3% est.🟢 Philly Fed: [----] vs [---] est.🟢 Initial Jobless Claims: 241k vs 259k est.🟢 Continuing Jobless Claims: 1867k vs 1865k est.🔴 Industrial Production: -0.3% vs -0.2% est.🔴 Capacity Utilization: 77.5% vs 77.8% est.🔴 Business Inventories: 0.3% vs 0.3% est.🔵 NAHB Homebuilder Sentiment: [--] vs [--] est.🟢 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1846926937538568423)  2024-10-17T14:51Z 258.6K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Housing Starts Building Permits For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1847228631980142824)  2024-10-18T10:50Z 258.7K followers, 10K engagements


"Key Earnings Reports After the Close Monday Amkor $AMKR Brown & Brown $BRO Cadence Design $CDNS Camping World $CWH Encompass Health $EHC Flowserve $FLS Ford $F Leggett & Platt $LEG V.F. Corp $VFC Waste Mgmt $WM Welltower $WELL For more start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1849926659920756851)  2024-10-25T21:31Z 258.8K followers, [----] engagements


"iShares 20+ Year Treasury Bond ETF is poised to have its largest downside opening gap on record. $TLT"  
[X Link](https://x.com/bespokeinvest/status/1854162949415297140)  2024-11-06T14:04Z 258.8K followers, 24K engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Non Farm Productivity Unit Labor Costs Initial Jobless Claims Continuing Jobless Claims [--] AM: Wholesale Inventories Consumer Credit For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1854491488865956072)  2024-11-07T11:50Z 258.8K followers, 11.9K engagements


"Today's Economic Indicators Results Non Farm Productivity: 2.2% vs 2.5% est.🔴 Unit Labor Costs: 1.9% vs 1.0% est.🟢 Initial Jobless Claims: 221k vs 222k est.🟢 Continuing Jobless Claims: 1892k vs 1873k est.🔴 Wholesale Inventories: -0.2% vs -0.1% est.🔴 Consumer Credit: $6.002b vs $12.173b est.🔴 For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1854623216397918497 http://bespokepremium.com https://twitter.com/i/web/status/1854623216397918497"  
[X Link](https://x.com/bespokeinvest/status/1854623216397918497)  2024-11-07T20:33Z 258.8K followers, [----] engagements


"Key Earnings Reports After the Close Tomorrow Beazer Homes $BZH Cisco $CSCO Helmerich & Payne $HP Hillenbrand $HI J&J Snack Foods $JJSF Tetra Tech $TTEK For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1856464741297991978)  2024-11-12T22:31Z 258.8K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: GDP GDP Price Index Personal Consumption Core PCE Price Index Initial & Continuing Jobless Claims [--] AM: Personal Income Personal Spending Pending Home Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1861739246010421695)  2024-11-27T11:50Z 258.8K followers, 10.3K engagements


"Today's Economic Indicators Results GDP: 2.8% vs 2.8% est.🔵 GDP Price Index: 1.9% vs 1.8% est.🟢 Personal Consumption: 3.5% vs 3.7% est.🔴 Core PCE Price Index: 2.1% vs 2.2% est.🔴 Initial Jobless Claims: 213k vs 215k est.🟢 Continuing Jobless Claims: 1907k vs 1892k est.🔴 Personal Income: 0.6% vs 0.3% est.🟢 Personal Spending: 0.4% vs 0.4% est.🔵 Pending Home Sales: 2.0% vs -2.0% est.🟢 For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1861802727396741442 http://bespokepremium.com https://twitter.com/i/web/status/1861802727396741442"  
[X Link](https://x.com/bespokeinvest/status/1861802727396741442)  2024-11-27T16:02Z 258.8K followers, [----] engagements


"Crazy how poorly equal-weight Nasdaq [---] $QQQE has done this year (+8.3% vs. +27.7% for $QQQ). Basically the same as small-cap value $IJS"  
[X Link](https://x.com/bespokeinvest/status/1872691560892252504)  2024-12-27T17:10Z 258.6K followers, 499.8K engagements


"Key Economic Indicators on Tap Today (ET) 8:15 AM: ADP Employment 8:30 AM: Initial Jobless Claims Continuing Jobless Claims For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1876959536688542035)  2025-01-08T11:50Z 258.6K followers, 11K engagements


"Today' Economic Indicators Results ADP Employment: 122k vs 140k est.🔴 Initial Jobless Claims: 201k vs 215k est.🟢 Continuing Jobless Claims: 1867k vs 1860k est.🔴 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1876998881529008187)  2025-01-08T14:26Z 258.6K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Housing Starts Building Permits Industrial Production Capacity Utilization For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1880221027415810214)  2025-01-17T11:50Z 258.6K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Blackstone $BX Caterpillar $CAT Dow $DOW L3Harris $LHX Mastercard $MA Altria $MO Northrop Grumman $NOC PulteGroup $PHM Sherwin-Williams $SHW Trane $TT UPS $UPS After the Close: Apple $AAPL Intel $INTC PPG Industries $PPG Visa $V For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1884730744049983793)  2025-01-29T22:30Z 258.7K followers, [----] engagements


"PPG Industries $PPG: Whats in our guide for raw materials which is basically up low single-digits inflation throughout the year is almost entirely based on the tariffs that have already been enacted in our basket which is pretty much TiO2 and epoxies. Tim Knavish CEO"  
[X Link](https://x.com/bespokeinvest/status/1885447854891635148)  2025-01-31T21:59Z 258.7K followers, [----] engagements


"Read our newest Conference Call Recaps for companies like Airbnb $ABNB Deere $DE Walmart $WMT Builders FirstSource $BLDR Shake Shack $SHAK and Etsy $ETSY by starting a trial now here: https://www.bespokepremium.com/interactive/posts/think-big-blog/q4-2024-earnings-conference-call-recaps-airbnb-abnb https://www.bespokepremium.com/interactive/posts/think-big-blog/q4-2024-earnings-conference-call-recaps-airbnb-abnb"  
[X Link](https://x.com/bespokeinvest/status/1892930236590755914)  2025-02-21T13:31Z 258.7K followers, [----] engagements


"In yesterday's session the iShares 20+ Year Treasury ETF broke its downtrend that had been in place since the peak when the Fed started cutting rates. $TLT"  
[X Link](https://x.com/bespokeinvest/status/1894746375943831650)  2025-02-26T13:48Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Bath & Body Works $BBWI Beacon Roofing Supply $BECN TechnipFMC $FTI Hormel Foods $HRL Norwegian Cruise Line $NCLH J.M. Smucker $SJM Warner Bros. Discovery $WBD After the Close: Autodesk $ADSK Dell $DELL Edison $EIX HP $HPQ Monster Beverage $MNST Mosaic $MOS For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1894877603305021890 http://bespokepremium.com https://twitter.com/i/web/status/1894877603305021890"  
[X Link](https://x.com/bespokeinvest/status/1894877603305021890)  2025-02-26T22:30Z 258.5K followers, [----] engagements


"The MSCI Germany ETF $EWG has finally taken out its [----] high (the same year Bespoke was launched)"  
[X Link](https://x.com/bespokeinvest/status/1897324588687888866)  2025-03-05T16:33Z 258.8K followers, 26.5K engagements


"The 2x leveraged Mag [--] ETF $MAGX is now down 34% from its 12/17 high. Same decline it saw during the drawdown last July/August"  
[X Link](https://x.com/bespokeinvest/status/1898054979404882250)  2025-03-07T16:55Z 258.6K followers, [----] engagements


"Germany $EWG and China $MCHI have been crushing it since Inauguration Day:"  
[X Link](https://x.com/bespokeinvest/status/1898551219536134495)  2025-03-09T01:47Z 258.8K followers, 48.1K engagements


"International ETFs are getting hit even harder than the US this morning. Germany $EWG and China $MCHI are both 2%+ lower while the US $SPY is down 1.35%"  
[X Link](https://x.com/bespokeinvest/status/1899079481458880781)  2025-03-10T12:46Z 258.8K followers, 15.1K engagements


"Polymarket betting markets have the odds of a US recession in [----] up to 40% today. Was at 22% at the S&P's high on 2/19. The rules: either the NBER declares a US recession before 12/31/25 or we get back to back negative GDP between the end of [----] and the end of 2025"  
[X Link](https://x.com/bespokeinvest/status/1900211724734672972)  2025-03-13T15:45Z 258.7K followers, 10.8K engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Housing Starts Building Permits Import Prices 9:15 AM: Industrial Production Capacity Utilization For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1901949199580639519)  2025-03-18T10:50Z 258.6K followers, 11.1K engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Initial Jobless Claims Continuing Jobless Claims Philly Fed [--] AM: Leading Indicators Existing Home Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1902658875930628266)  2025-03-20T09:50Z 258.8K followers, 11.4K engagements


"Today's Economic Indicators Results Initial Jobless Claims: 223k vs 224k est.🟢 Continuing Jobless Claims: 1892k vs 1887k est.🔴 Philly Fed: [----] vs [---] est.🟢 Leading Indicators: -0.3% vs -0.2% est.🔴 Existing Home Sales: 4.26m vs 3.95m est.🟢 For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1902728716033134837 http://bespokepremium.com https://twitter.com/i/web/status/1902728716033134837"  
[X Link](https://x.com/bespokeinvest/status/1902728716033134837)  2025-03-20T14:27Z 258.8K followers, [----] engagements


"Since Trumps second term began the US $SPY is trailing Germany $EWG by more than [--] percentage points and China $MCHI by more than [--] percentage points. A steep hill to climb already for those keeping score"  
[X Link](https://x.com/bespokeinvest/status/1905761661946110182)  2025-03-28T23:19Z 258.8K followers, 44.2K engagements


"TLT - iShares 20+ Year Treasury Bond ETF - is on pace for its third straight daily decline of at least 1.5%. That's only happened three other times and there has never been a streak of four straight 1.5%+ daily declines"  
[X Link](https://x.com/bespokeinvest/status/1910002815767883901)  2025-04-09T16:12Z 258.8K followers, 11.5K engagements


"This is the 14th week of President Trump's 2nd term. Across [--] country stock market ETFs the US $SPY ranks 4th worst during Trump [---] and is one of five countries down 10%+. The average country ETF is up 4.1% so the US is underperforming by [--] percentage points"  
[X Link](https://x.com/bespokeinvest/status/1914296339917136101)  2025-04-21T12:33Z 258.8K followers, 12.6K engagements


"During Trump [---] Germany $EWG has been the best performing G7 country ETF with a gain of 12.8%. The US $SPY has been by far the worst with a decline of 11.9%. The US is the only G7 country ETF in the red since Inauguration Day"  
[X Link](https://x.com/bespokeinvest/status/1914297095831298171)  2025-04-21T12:36Z 258.8K followers, 10.2K engagements


"🚨The US stock market $SPY is now the 2nd worst out of [--] country ETFs since President Trump's term began in January. The US is down 14% versus the average country that's up 3.7%. Germany $EWG is outperforming the US by [--] percentage points.🚨"  
[X Link](https://x.com/bespokeinvest/status/1914343785481257439)  2025-04-21T15:41Z 258.8K followers, 124.2K engagements


"Small-cap value $IJS is already down 20% year to date and were not through April. Lot of work to do"  
[X Link](https://x.com/bespokeinvest/status/1914444900776525983)  2025-04-21T22:23Z 258.6K followers, 15.7K engagements


"Updated look at Germany $EWG vs. China $MCHI vs. the US $SPY since Inauguration Day 2025:"  
[X Link](https://x.com/bespokeinvest/status/1915803769360552448)  2025-04-25T16:23Z 258.8K followers, [----] engagements


"Key Earnings Reports on Monday Before the Open: Domino's Pizza $DPZ Roper $ROP After the Close: Amkor $AMKR Brown & Brown $BRO Cadence Design $CDNS Cincinnati Financial $CINF Crown $CCK CVR Energy $CVI Leggett & Platt $LEG NOV $NOV Nucor $NUE NXP Semi $NXPI Sanmina $SANM Universal Health $UHS Waste Management $WM Welltower $WELL For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1915881000237994099)  2025-04-25T21:30Z 258.8K followers, [----] engagements


"The President just said that children can choose from two dolls instead of [--] and the price may be a little higher"  
[X Link](https://x.com/anyuser/status/1917634619307905125)  2025-04-30T17:38Z 258.7K followers, 44.3K engagements


"Key Earnings Reports Tomorrow Before the Open: Cheniere Energy $LNG ConocoPhillips $COP EPAM Systems $EPAM Molson Coors Brewing $TAP Nutrien $NTR Restaurant Brands Int'l $QSR Warner Bros. Discovery $WBD After the Close: Akamai Tech $AKAM Coinbase Global $COIN Expedia $EXPE Lyft $LYFT McKesson $MCK Monster Beverage $MNST Paramount Global $PARA For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1920229655917048165)  2025-05-07T21:30Z 258.8K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: GDP GDP Price Index Core PCE Price Index Personal Consumption Initial Jobless Claims Continuing Jobless Claims [--] AM: Pending Home Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1928041125811482929)  2025-05-29T10:50Z 258.6K followers, 12.6K engagements


"Today's Economic Indicators Results GDP: -0.2% vs -0.3% est.🟢 GDP Price Index: 3.7% vs 3.7% est.🔵 Core PCE Price Index: 3.4% vs 3.5% est.🔴 Personal Consumption: 1.2% vs 1.7% est.🔴 Initial Jobless Claims: 240k vs 230k est.🔴 Continuing Jobless Claims: 1919k vs 1893k est.🔴 Pending Home Sales: -6.3% vs -1.0% est.🔴 For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1928130823410307468 http://bespokepremium.com https://twitter.com/i/web/status/1928130823410307468"  
[X Link](https://x.com/bespokeinvest/status/1928130823410307468)  2025-05-29T16:46Z 258.6K followers, [----] engagements


"US index ETFs were down across the board last week with micro-caps $IWC and small-caps $IWM down the most"  
[X Link](https://x.com/bespokeinvest/status/1933904289404997638)  2025-06-14T15:08Z 258.6K followers, [----] engagements


"Nice breakout to a new all-time closing high for Welltower $WELL yesterday. Take a look:"  
[X Link](https://x.com/bespokeinvest/status/1945094985117839799)  2025-07-15T12:15Z 258.6K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: ADT $ADT American Airlines $AAL Blackstone $BX Dow $DOW Flex $FLEX Honeywell $HON L3Harris $LHX Mohawk $MHK Tractor Supply $TSCO Valero Energy $VLO After the Close: Edwards Lifesciences $EW Intel $INTC Newmont $NEM Weyerhaeuser $WY For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1948133521555329039)  2025-07-23T21:30Z 258.6K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Biogen $BIIB Builders FirstSource $BLDR Bristol-Myers $BMY Comcast $CMCSA Kellanova $K Mastercard $MA Norwegian Cruise Line $NCLH Quanta Services $PWR S&P Global $SPGI Vulcan Materials $VMC After the Close: Apple $AAPL Amazon $AMZN KLA $KLAC Stryker $SYK For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1950670362389237770 http://bespokepremium.com https://twitter.com/i/web/status/1950670362389237770"  
[X Link](https://x.com/bespokeinvest/status/1950670362389237770)  2025-07-30T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: ADM $ADM Caterpillar $CAT Cummins $CMI Eaton $ETN Henry Schein $HSIC Marriott $MAR Marathon Petroleum $MPC Pfizer $PFE Yum China $YUMC After the Close: Advanced Micro Devices $AMD Amgen $AMGN Arista Networks $ANET Int'l Flavors & Fragrances$IFF Mosaic $MOS Super Micro Computer $SMCI For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1952482300081340525)  2025-08-04T21:30Z 258.4K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Becton Dickinson $BDX Constellation Energy $CEG Eli Lilly $LLY Cheniere Energy $LNG Parker-Hannifin $PH Restaurant Brands Int'l $QSR After the Close: Expedia $EXPE Gilead Sciences $GILD Goodyear Tire $GT Live Nation $LYV Monster Beverage $MNST Motorola $MSI Wynn Resorts $WYNN For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1953206953104007212 http://bespokepremium.com https://twitter.com/i/web/status/1953206953104007212"  
[X Link](https://x.com/bespokeinvest/status/1953206953104007212)  2025-08-06T21:30Z 258.8K followers, [----] engagements


"Is small-cap value having its moment $IJS is up 6.8% on the month versus a gain of 2% for the S&P $SPY"  
[X Link](https://x.com/bespokeinvest/status/1955958621751185764)  2025-08-14T11:44Z 258.6K followers, [----] engagements


"Here's a look at the recent performance of various asset classes using US-listed ETFs. Small-cap value was the best performing area of the US market in August with $IJS rallying 8.6%"  
[X Link](https://x.com/bespokeinvest/status/1962841903700881678)  2025-09-02T11:35Z 258.6K followers, 41.3K engagements


"Key Earnings Reports Tomorrow Before the Open: Core & Main $CNM Korn Ferry $KFY SailPoint $SAIL After the Close: AeroVironment $AVAV Calavo Growers $CVGW GameStop $GME Oracle $ORCL Synopsys $SNPS For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1965165876014964815)  2025-09-08T21:30Z 258.6K followers, [----] engagements


"From this week's Bespoke Report: The S&P [---] has been overbought on 89% of all trading days in the last four months while the Nasdaq has been overbought 93% of the time"  
[X Link](https://x.com/bespokeinvest/status/1969374632919646463)  2025-09-20T12:14Z 258.6K followers, 97.4K engagements


"Key Earnings Reports Tomorrow Before the Open: Delta Air Lines $DAL Helen of Troy $HELE PepsiCo $PEP After the Close: Apogee $APOG Levi Strauss $LEVI For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1976037386158067724)  2025-10-08T21:30Z 258.4K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: BNY Mellon $BK Charles Schwab $SCHW Commercial Metals $CMC Manpower $MAN Marsh McLennan $MMC Travelers $TRV US Bancorp $USB After the Close: CSX $CSX Interactive Brokers $IBKR For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1978574225980960925 http://bespokepremium.com https://twitter.com/i/web/status/1978574225980960925"  
[X Link](https://x.com/bespokeinvest/status/1978574225980960925)  2025-10-15T21:30Z 258.4K followers, [----] engagements


"While the shutdown continues the Trump Admin is in talks to acquire up to $10 million in quantum computing stocks. Meanwhile the 10-year yield sits below 4% after steady declines putting the iShares 20+ Year US Treasury ETF $TLT on track for its first annual gain since 2020"  
[X Link](https://x.com/bespokeinvest/status/1981356204824871408)  2025-10-23T13:45Z 258.8K followers, [----] engagements


"Norfolk Southern $NSC: We created a wheel detection device that identifies wheel integrity on all of our trains that pass through those portals I would say using my own language that we've prevented over [--] derailments by the detection that we've had with these wheel inspection devices that didn't exist a year ago. John Orr COO"  
[X Link](https://x.com/bespokeinvest/status/1981803814576415011)  2025-10-24T19:23Z 258.8K followers, [----] engagements


"Illinois Tool Works $ITW: We saw continued slowdown on the CapEx side. Really we would believe on the basis of the tariff uncertainty in Q2 ultimately having a spillover effect in terms of CapEx demand into Q3. Chistopher OHerlihy CEO"  
[X Link](https://x.com/bespokeinvest/status/1981803878791135601)  2025-10-24T19:23Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Carrier Global $CARR D.R. Horton $DHI Corning $GLW NextEra Energy $NEE PayPal $PYPL Royal Caribbean $RCL Regeneron Pharma $REGN Sherwin-Williams $SHW Sysco $SYY UnitedHealth $UNH UPS $UPS After the Close: Booking $BKNG Electronic Arts $EA Mondelez $MDLZ Visa $V For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1982922755524665517)  2025-10-27T21:30Z 258.8K followers, 12.3K engagements


"United Parcel $UPS gained 8% yesterday after reporting an earnings triple play (beat EPS beat sales raised guidance). It was UPS' best earnings reaction day since its last earnings triple play on 2/1/22 when it gained 14.08%"  
[X Link](https://x.com/bespokeinvest/status/1983520890936836411)  2025-10-29T13:06Z 258.6K followers, [----] engagements


"These are the [--] stocks (out of 410) that have gained more than 20% on their earnings reaction days so far this earnings season: $MOFG $VICR $CLB $WGO $LBRT $CYH $W $CRS $AGYS $JBHT $CLF $ERIC"  
[X Link](https://x.com/bespokeinvest/status/1983525542822400268)  2025-10-29T13:25Z 258.8K followers, [----] engagements


"Key Earnings Reports on Monday Before the Open: Aramark $ARMK Brady $BRC J&J Snack Foods $JJSF JinkoSolar $JKS After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1989460835576549651)  2025-11-14T22:30Z 258.5K followers, [----] engagements


"Here's a look at the big bounce from oversold levels that we've seen across major US index ETFs. We went from oversold to overbought in less than a week. Micro-caps $IWC up the most followed by small-caps $IWM then mid-caps $MDY then large-caps $SPY $QQQ"  
[X Link](https://x.com/bespokeinvest/status/1994398387882627235)  2025-11-28T13:30Z 258.6K followers, [----] engagements


"Key Earnings Reports on Monday Before the Open: None After the Close: Compass Minerals $CMP Toll Brothers $TOL For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1997070983031824597)  2025-12-05T22:30Z 258.4K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Chewy $CHWY REV $REVG After the Close: Adobe $ADBE Nordson $NDSN Oracle $ORCL Oxford Industries $OXM Synopsys $SNPS Vail Resorts $MTN For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1998520536742166535)  2025-12-09T22:30Z 258.7K followers, [----] engagements


"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Inventories Investor Days: Weyerhaeuser $WY Watsco $WSO Other: Nuclear Energy Forum Barclays Technology Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1998884304538026463)  2025-12-10T22:35Z 258.8K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: GDP Personal Consumption GDP Price Index Core PCE Durable Goods - Ex Transports 9:15 AM: Industrial Production Capacity Utilization [--] AM: Richmond Fed Consumer Confidence For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2003432901560443104 http://bespokepremium.com https://twitter.com/i/web/status/2003432901560443104"  
[X Link](https://x.com/bespokeinvest/status/2003432901560443104)  2025-12-23T11:50Z 258.6K followers, 10.1K engagements


"All of the major US index ETFs are above their 50-DMAs as we approach year end with the large majority in "overbought" territory. Mid-caps are up the least in [----] (+8%) while the Nasdaq [---] $QQQ and Micro-caps $IWC are up the most at 22%+"  
[X Link](https://x.com/bespokeinvest/status/2005290212843524433)  2025-12-28T14:50Z 258.6K followers, [----] engagements


"Heading into year-end Gold $GLD is clearly the standout major asset class of [----] with a 70%+ gain. On the other side of the coin Bitcoin $IBIT the dollar $UUP and oil $USO are in the red this year. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-12-29-25 https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-12-29-25"  
[X Link](https://x.com/bespokeinvest/status/2005645032536281541)  2025-12-29T14:20Z 258.4K followers, [----] engagements


"FedEx $FDX has quietly been on fire over the last few months"  
[X Link](https://x.com/bespokeinvest/status/2009372810133561389)  2026-01-08T21:13Z 258.6K followers, [----] engagements


"Key Events Tomorrow (ET) [--] AM: Kashkari Discusses Economy [--] PM: Baker Hughes Rig Count 1:35 PM: Richmond Fed President Barkin on Outlook For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2009392169014985147)  2026-01-08T22:30Z 258.6K followers, [----] engagements


"The top three performing stocks in the S&P [---] this year are Sandisk Lam Research and Intel. What is this 1999"  
[X Link](https://x.com/bespokeinvest/status/2009676458667786463)  2026-01-09T17:19Z 258.7K followers, [----] engagements


"Key Earnings Reports on Monday (ET) Before the Open: BNY Mellon $BK Concentrix $CNXC Delta Air Lines $DAL JPMorgan Chase $JPM After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2009754682047000993)  2026-01-09T22:30Z 258.4K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: BNY Mellon $BK Concentrix $CNXC Delta Air Lines $DAL JPMorgan Chase $JPM After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2010841721702072432)  2026-01-12T22:30Z 258.4K followers, [----] engagements


"H.B. Fuller $FUL: "The greatest acceleration that I saw in Q4 was China. China was really exciting because we finally saw a bounce-back there that took it to a level that it had historically operated at." Celeste Mastin CEO"  
[X Link](https://x.com/bespokeinvest/status/2011916025558663538)  2026-01-15T21:38Z 258.7K followers, [----] engagements


"Taiwan Semiconductor $TSM: "All in all I believe in my point of view that AI is real not only real it's starting to grow into our daily life. And we believe that is a megatrend. We certainly would believe that." C.C. Wei CEO"  
[X Link](https://x.com/bespokeinvest/status/2011916270799618246)  2026-01-15T21:39Z 258.5K followers, [----] engagements


"Key Events Tomorrow (ET) 10:50 AM: Boston Fed President Collins in Foxboro [--] AM: Fed Vice Chair Bowman in Foxboro [--] PM: Baker Hughes Rig Count 3:30 PM: Fed Vice Chair Jefferson in Florida For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2011930141706895713)  2026-01-15T22:35Z 258.6K followers, [----] engagements


"Oracle $ORCL credit default swaps (CDS) have stabilized recently but remain elevated:"  
[X Link](https://x.com/bespokeinvest/status/2012572081565626571)  2026-01-17T17:05Z 258.7K followers, [----] engagements


"Even though "the market" is increasingly thought of as just being mega-cap Tech it's interesting that the four most correlated stocks with the S&P [---] over the last year are all bulge bracket banks: $BAC $JPM $MS $GS"  
[X Link](https://x.com/bespokeinvest/status/2013670233710485860)  2026-01-20T17:49Z 258.6K followers, [----] engagements


"Small-cap and mid-cap ETFs remain overbought while the largest stocks the S&P [---] $OEF is the first to move into oversold territory after yesterday's big drop"  
[X Link](https://x.com/bespokeinvest/status/2013972799535091811)  2026-01-21T13:51Z 258.7K followers, [----] engagements


"Kraft Heinz $KHC is now down 49.6% from its [----] highs in a downtrend that would even make the bears blush. Will this stock ever go up again"  
[X Link](https://x.com/bespokeinvest/status/2014045505530020270)  2026-01-21T18:40Z 258.5K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: GDP Personal Consumption GDP Price Index Core CPE Initial Jobless Claims Continuing Jobless Claims [--] AM: Personal Income Personal Spending PCE (MoM) PCE Core (MoM) For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014304537041854805)  2026-01-22T11:50Z 258.8K followers, [----] engagements


"Quote of the Day - I'd say momentum is building around the world. So ex-US has more momentum healthy demand lower vacancies. - Chris Caton Prologis"  
[X Link](https://x.com/bespokeinvest/status/2014336203055661279)  2026-01-22T13:55Z 258.6K followers, [----] engagements


"Today's Economic Indicators Results GDP: 4.4% vs 4.3% est.🟢 Personal Consumption: 3.5% vs 3.5% est.🔵 GDP Price Index: 3.8% vs 3.8% est.🔵 Core CPE Price Index: 2.9% vs 2.9% est.🔵 Initial Jobless Claims: 200k vs 209k est.🟢 Continuing Jobless Claims: 1849k vs 1890k est.🟢 Core PCE Price Index (MoM): 0.2% vs 0.2% est.🔵 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014364007306608640)  2026-01-22T15:46Z 258.7K followers, [----] engagements


"The average country ETF is up 6.5% YTD versus the S&Ps $SPY gain of just 1.1%. Note that all seven G7 country ETFs are up less than the average"  
[X Link](https://x.com/bespokeinvest/status/2015530776662573164)  2026-01-25T21:02Z 258.4K followers, 16.6K engagements


"US equities had a final surge versus the rest of the world between [----] Election Day and [----] Inauguration Day but they've been underperforming ever since:"  
[X Link](https://x.com/bespokeinvest/status/2015598293544243368)  2026-01-26T01:30Z 258.4K followers, 23.3K engagements


"Since last Thursday's close: S&P [---] $SPY: +0.55% Russell [----] $IWM: -2.2% Did the small-cap rally already end"  
[X Link](https://x.com/bespokeinvest/status/2015820243487039917)  2026-01-26T16:12Z 258.4K followers, [----] engagements


"After surging to new all-time highs in the first few trading days of [----] the Financials sector $XLF has been straight down since"  
[X Link](https://x.com/bespokeinvest/status/2015822933399056482)  2026-01-26T16:23Z 258.8K followers, [----] engagements


"Meta $META has rallied 11.7% since last Tuesday's close"  
[X Link](https://x.com/bespokeinvest/status/2015870537222783238)  2026-01-26T19:32Z 258.5K followers, 13.6K engagements


"Health insurers are getting hit after the government proposed just a 0.09% Medicare Advantage payment increase for [----] sending UnitedHealth $UNH sharply lower and dragging the Dow down by about [---] points. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-27-26-sick-health-care-stocks https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-27-26-sick-health-care-stocks"  
[X Link](https://x.com/bespokeinvest/status/2016149368907182358)  2026-01-27T14:00Z 258.6K followers, [----] engagements


"Polaris $PII: "I do think that there's a lot going on in our country right now and I think that just has people kind of standing back and waiting if they don't absolutely have to make a purchase they're not going to make it." Michael Speetzen CEO"  
[X Link](https://x.com/bespokeinvest/status/2016266738694750386)  2026-01-27T21:47Z 258.8K followers, [----] engagements


"Through yesterday's close the Gold ETF has rallied at least 1% for six straight days. How much more precious can these metals get $GLD"  
[X Link](https://x.com/bespokeinvest/status/2016558770441126208)  2026-01-28T17:07Z 258.6K followers, [----] engagements


"ASML $ASML: "Over the past quarters we have seen a notable increase in acceleration of capacity expansion planning across a large majority of our customer base." Christophe Fouquet CEO"  
[X Link](https://x.com/bespokeinvest/status/2016630860330479645)  2026-01-28T21:53Z 258.8K followers, [----] engagements


"Here's a look at mega-cap trading ranges heading into today's open with Meta $META set to open up about 9% and Microsoft $MSFT set to open down about 6.5%. NVIDIA $NVDA and Amazon $AMZN are the two most overbought while Apple $AAPL and Oracle $ORCL are slightly oversold"  
[X Link](https://x.com/bespokeinvest/status/2016869197842616660)  2026-01-29T13:41Z 258.7K followers, [----] engagements


"This will be the 4th year in a row that Meta $META has gapped up following Q4 earnings. 1/29/26: +9% 1/30/25: +3% 2/2/24: +16% 2/2/23: +20%"  
[X Link](https://x.com/bespokeinvest/status/2016869859720581331)  2026-01-29T13:43Z 258.4K followers, [----] engagements


"IBM $IBM is set to open up 9% this morning following earnings after the close yesterday. Prior to this higher open IBM had opened down by at least 5% following each of its last three quarterly earnings reports:"  
[X Link](https://x.com/bespokeinvest/status/2016870311354843380)  2026-01-29T13:45Z 258.8K followers, [----] engagements


"The software sector enters bear market territory with a 20%+ drawdown. $IGV is now down 22.5% from its highs"  
[X Link](https://x.com/bespokeinvest/status/2016898610458218981)  2026-01-29T15:37Z 258.4K followers, [----] engagements


"Fresh multi-month lows for Bitcoin $BTC now down close to 20% YoY. What does the future hold for crypto"  
[X Link](https://x.com/bespokeinvest/status/2016946515709751719)  2026-01-29T18:48Z 258.7K followers, 12.4K engagements


"Meta $META joined this quarter's triple play ranks after its report last night. There have now been [--] triple plays this season (beat EPS beat sales raised guidance) and their average one-day price change in reaction has been +5.3%"  
[X Link](https://x.com/bespokeinvest/status/2016992011438399503)  2026-01-29T21:49Z 258.4K followers, [----] engagements


"Meta $META squeaked into the list of 10%+ gainers so far this earnings season with a 10.4% jump today. Here's a list of the [--] stocks (out of [---] total) that have risen 10%+ on their earnings reaction days so far this season:"  
[X Link](https://x.com/bespokeinvest/status/2016996088746479698)  2026-01-29T22:05Z 258.6K followers, [----] engagements


"Deckers $DECK had been cut in half over the last year closing just below $100/share today. The company just reported an earnings triple play with an EPS beat sales beat and raised guidance on "significant global demand" for Uggs and Hokas. Shares are up 12.5% after hours"  
[X Link](https://x.com/bespokeinvest/status/2016998080093008318)  2026-01-29T22:13Z 258.7K followers, [----] engagements


"Silver $SLV down 13% gold $GLD down 5% in early trading. 👀"  
[X Link](https://x.com/bespokeinvest/status/2017193095473856618)  2026-01-30T11:08Z 258.7K followers, [----] engagements


"Quote of the Day - Hi-yo Silver The Lone Ranger"  
[X Link](https://x.com/bespokeinvest/status/2017233612639207681)  2026-01-30T13:49Z 258.6K followers, [----] engagements


"Silver is set for one of its biggest downside gaps this morning after yesterday's wide intraday range. Gold is also set for a 5%+ gap lower. Despite the volatility both $SLV and $GLD are on pace to finish the week higher. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-30-26-youre-hired https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-30-26-youre-hired"  
[X Link](https://x.com/bespokeinvest/status/2017242716468338755)  2026-01-30T14:25Z 258.6K followers, [----] engagements


"The silver ETF $SLV is now down 20%+ on the day in what would be its biggest one-day drop since it began trading in [----]. It's still up 30% month-to-date"  
[X Link](https://x.com/bespokeinvest/status/2017279520013746491)  2026-01-30T16:51Z 258.6K followers, 17.8K engagements


"Gold $GLD extends its decline to nearly 10% on the day. Silver $SLV is now down 24%. Both easily the biggest one-day drops in their history. A full-on crash. The silver ETF $SLV is now down 20%+ on the day in what would be its biggest one-day drop since it began trading in [----]. It's still up 30% month-to-date. The silver ETF $SLV is now down 20%+ on the day in what would be its biggest one-day drop since it began trading in [----]. It's still up 30% month-to-date"  
[X Link](https://x.com/bespokeinvest/status/2017293851749126565)  2026-01-30T17:48Z 258.4K followers, 10.4K engagements


"It took just a couple days for Reddit for AI agents to turn scary for us humans. For those who don't follow Clawds/Moltbots were clearly not lobotomized enough and are starting to exhibit anti-human behavior when given access to their own social media channels. Combine that with standalone claudeputers (dedicated VPS) and you have a micro doomsday machine https://t.co/m9BoxeGuES For those who don't follow Clawds/Moltbots were clearly not lobotomized enough and are starting to exhibit anti-human behavior when given access to their own social media channels. Combine that with standalone"  
[X Link](https://x.com/bespokeinvest/status/2017368195909173475)  2026-01-30T22:43Z 258.4K followers, 12.7K engagements


"Silver $SLV crashed nearly 30% today. 30% Easily SLV's biggest one-day drop ever. The prior worst one-day drop was on 10/10/08 during the worst week of the Financial Crisis when the Dow fell 20%+"  
[X Link](https://x.com/bespokeinvest/status/2017383505689203109)  2026-01-30T23:44Z 258.5K followers, 22.5K engagements


"Seven of [--] sectors are beating the S&P this year. Tech Health Care and Financials are the three sectors in the red. Utilities and Tech are in the biggest drawdowns at 6-7%"  
[X Link](https://x.com/bespokeinvest/status/2017603689637085205)  2026-01-31T14:19Z 258.4K followers, 12.1K engagements


"Key Economic Indicators on Tap Today (ET) [--] AM: ISM Manufacturing For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018290929233277120)  2026-02-02T11:50Z 258.8K followers, [----] engagements


"The ultra long natural gas ETF $BOIL is currently down 44% on the day.👀"  
[X Link](https://x.com/bespokeinvest/status/2018364424990380402)  2026-02-02T16:42Z 258.5K followers, [----] engagements


"After falling nearly 30% on Friday the silver ETF $SLV is currently down another 8% to start the new trading week"  
[X Link](https://x.com/bespokeinvest/status/2018389304922210422)  2026-02-02T18:21Z 258.6K followers, [----] engagements


"Yep they're still selling software. Check out the intraday weakness:"  
[X Link](https://x.com/bespokeinvest/status/2018396331920752732)  2026-02-02T18:49Z 258.5K followers, [----] engagements


"Our private equity stock basket has broken down hard. It has now made two key lower highs after peaking a year ago. Still above its April tariff tantrum lows though"  
[X Link](https://x.com/bespokeinvest/status/2019032756366225756)  2026-02-04T12:58Z 258.7K followers, 12.3K engagements


"Big earnings triple play for Lilly $LLY this morning its second in a row. Stock is up 8% pre-market"  
[X Link](https://x.com/bespokeinvest/status/2019047857412833471)  2026-02-04T13:58Z 258.6K followers, [----] engagements


"Bitcoin is down 40% since its October high. Is that a double bear market"  
[X Link](https://x.com/bespokeinvest/status/2019072817170415877)  2026-02-04T15:37Z 258.8K followers, [----] engagements


"Semis are joining software to the downside today with $AMD plunging. The semis ETF $SMH is now down 8.5% over the last week"  
[X Link](https://x.com/bespokeinvest/status/2019089115933794753)  2026-02-04T16:42Z 258.6K followers, [----] engagements


"Large-cap Tech $XLK is now down nearly 8% since last Wednesday's FOMC meeting"  
[X Link](https://x.com/bespokeinvest/status/2019090392214364246)  2026-02-04T16:47Z 258.6K followers, [----] engagements


"Dividend ETF $DVY flying today once again to new all-time highs. Now touching the top of this long-term uptrend channel:"  
[X Link](https://x.com/bespokeinvest/status/2019144631212966230)  2026-02-04T20:22Z 258.6K followers, [----] engagements


"Bitcoin $BTC is trading with a 6-handle for the first time since Election Day [----]. The entire post-Trump bump has now been erased"  
[X Link](https://x.com/bespokeinvest/status/2019399709790728657)  2026-02-05T13:16Z 258.6K followers, [----] engagements


"Strategy $MSTR closed at $455.90 last July 16th. It's trading at $119.60 ahead of this morning's open"  
[X Link](https://x.com/bespokeinvest/status/2019406308101984581)  2026-02-05T13:42Z 258.8K followers, 11.9K engagements


"YTD sector performance through 2/4. Tech $XLK down 4%+. Industrials $XLI Consumer Staples $XLP Materials $XLB Energy $XLE all up 9%+"  
[X Link](https://x.com/bespokeinvest/status/2019420444018024569)  2026-02-05T14:38Z 258.6K followers, [----] engagements


"Remember when software was sold on floppy disks"  
[X Link](https://x.com/bespokeinvest/status/2019480268629745825)  2026-02-05T18:36Z 258.7K followers, [----] engagements


"Per Indeed data industries like software data IT and scientific research have been bleeding jobs for years while therapy sports doctors and electrical and civil engineering have jumped the most"  
[X Link](https://x.com/bespokeinvest/status/2019481459447226404)  2026-02-05T18:41Z 258.8K followers, [----] engagements


"March rate cut odds have jumped from 9.4% yesterday up to 22.7% today"  
[X Link](https://x.com/bespokeinvest/status/2019486681141858705)  2026-02-05T19:01Z 258.7K followers, [----] engagements


"Ethereum is now down 61% since peaking in August"  
[X Link](https://x.com/bespokeinvest/status/2019509425216589969)  2026-02-05T20:32Z 258.7K followers, [----] engagements


"What is it with Fed Days recently that they keep marking short-term tops"  
[X Link](https://x.com/bespokeinvest/status/2019510202639548882)  2026-02-05T20:35Z 258.7K followers, 11.1K engagements


"The average large-cap software stock is now DOWN since the tariff tantrum closing low on 4/8/25:"  
[X Link](https://x.com/bespokeinvest/status/2019513350850506836)  2026-02-05T20:47Z 258.7K followers, 11.5K engagements


"Bitcoin cut in half"  
[X Link](https://x.com/bespokeinvest/status/2019515702605148570)  2026-02-05T20:57Z 258.7K followers, 19.1K engagements


"Warsh confirmed by May 1st odds have dipped a bit down to 58% on @Kalshi"  
[X Link](https://x.com/bespokeinvest/status/2019528809268047995)  2026-02-05T21:49Z 258.8K followers, [----] engagements


"Great chart showing how median listing price for homes has flat-lined since mid-2022: http://Realtor.com http://Realtor.com"  
[X Link](https://x.com/bespokeinvest/status/2019588625881592137)  2026-02-06T01:47Z 258.7K followers, [----] engagements


"99th percentile outperformance for value over growth over the last six days:"  
[X Link](https://x.com/bespokeinvest/status/2019589344948842643)  2026-02-06T01:49Z 258.7K followers, 15.9K engagements


"Quote of the Day - I have wondered at times what the Ten Commandments would have looked like if Moses had run them through the US Congress. Ronald Reagan"  
[X Link](https://x.com/bespokeinvest/status/2019769802022154267)  2026-02-06T13:47Z 258.7K followers, [----] engagements


"So you want to see some charts Large-cap software lately:"  
[X Link](https://x.com/bespokeinvest/status/2019771621003739592)  2026-02-06T13:54Z 258.8K followers, 13.1K engagements


"Mega-cap stocks are no longer rallying together with $MSFT $TSLA $AVGO $NVDA and $AMZN all down sharply early in [----]. One exception is $GOOGL which rebounded intraday yesterday after initially falling 8% on news of a huge CapEx boost. Ready today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-6-26-stayin-alive https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-6-26-stayin-alive"  
[X Link](https://x.com/bespokeinvest/status/2019774713967309068)  2026-02-06T14:06Z 258.8K followers, [----] engagements


"Key Events Tomorrow (ET) 1:30 PM: Fed Governor Waller on Digital Assets 3:15 PM: Atlanta Fed President Bostic on Panel Conversation Other: UBS Financial Services Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019903051952185679)  2026-02-06T22:36Z 258.8K followers, [----] engagements


"The Seahawks have previously appeared in 3Super Bowls winning one and losing two. In the two years they lost the S&P [---] averaged a gain of 7.3% for the remainder of the year with gains both times. After they won in [----] the S&P [---] rallied 15.5% through year-end"  
[X Link](https://x.com/bespokeinvest/status/2020505029690691687)  2026-02-08T14:28Z 258.8K followers, [----] engagements


"The S&P 500's average rest of year gain after a Super Bowl blowout (21 or more points) has been 12.9% with positive returns [--] out of [--] times. In the [--] years when the game was decided by a field goal or less the S&P 500's average rest of year gain was 3.1% with positive returns [--] out of [--] times. https://twitter.com/i/web/status/2020505227758063727 https://twitter.com/i/web/status/2020505227758063727"  
[X Link](https://x.com/bespokeinvest/status/2020505227758063727)  2026-02-08T14:29Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Aon $AON Bristol-Myers Squibb $BMY Charter Comm. $CHTR Chevron $CVX Exxon Mobil $XOM WW Grainger $GWW LyondellBasell Industries $LYB Regeneron Pharma $REGN Restaurant Brands Intl $QSR Cigna $CI After the Close: None For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1753184609171357825 http://bespokepremium.com https://twitter.com/i/web/status/1753184609171357825"  
[X Link](https://x.com/bespokeinvest/status/1753184609171357825)  2024-02-01T22:32Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Aon $AON Autoliv $ALV AutoNation $AN Ball $BALL Centene $CNC Charter Comm $CHTR Chevron $CVX Colgate-Palmolive $CL Exxon Mobil $XOM HCA $HCA LyondellBasell $LYB Phillips [--] $PSX Roper $ROP T. Rowe Price $TROW After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1783609483253493834)  2024-04-25T21:30Z 258.8K followers, [----] engagements


"Key Earning Reports Before the Open Tomorrow AllianceBernstein $AB Aon $AON Avantor $AVTR Booz Allen Hamilton $BAH Franklin Resources $BEN Bristol-Myers $BMY Charter Comm $CHTR Colgate-Palmolive $CL Centene $CNC Carter's $CRI Imperial Oil $IMO 3M $MMM Newell Brands $NWL T. Rowe Price $TROW For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1816580507271848201 http://bespokepremium.com https://twitter.com/i/web/status/1816580507271848201"  
[X Link](https://x.com/bespokeinvest/status/1816580507271848201)  2024-07-25T21:05Z 258.8K followers, [----] engagements


"Key Earnings Reports Before the Open Monday Affiliated Managers $AMG CNA Financial $CNA McDonald's $MCD ON Semiconductor $ON For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1816949113423806752)  2024-07-26T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: ArcBest $ARCB Cardinal Health $CAH Chart Industries $GTLS Charter Comm $CHTR Chevron $CVX Church & Dwight $CHD Exxon Mobil $XOM Imperial Oil $IMO LyondellBasell $LYB PPL $PPL Simon Properties $SPG T. Rowe Price $TROW Waters $WAT After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1852095124840301017)  2024-10-31T21:07Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Aon $AON Autoliv $ALV Booz Allen Hamilton $BAH Charter Comm $CHTR Chevron $CVX Church & Dwight $CHD Colgate-Palmolive $CL Exxon Mobil $XOM Grainger $GWW LyondellBasell $LYB Phillips [--] $PSX After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1885093130560504216)  2025-01-30T22:30Z 258.8K followers, [----] engagements


"Visa $V: Tap to add card is now live in the US for nearly 60% of all Visa consumer credit and debit cards. Since the launch millions have added their cards to their wallets by tapping eliminating the overwhelming majority of provisioning fraud as compared to manual entry into a phone. And 74% of all face-to-face transactions are now tap to pay. Ryan McInerney CEO"  
[X Link](https://x.com/bespokeinvest/status/1885447853591413153)  2025-01-31T21:59Z 258.8K followers, [---] engagements


"Key Earnings Reports Tomorrow Before the Open: Boston Scientific $BSX CDW $CDW Walt Disney $DIS Emerson $EMR Illinois Tool $ITW Johnson Controls $JCI Performance Food Group $PFGC Uber $UBER Yum Brands $YUM After the Close: Allstate $ALL Cognizant Tech $CTSH Ford Motor $F McKesson $MCK O'Reilly Auto $ORLY Skyworks $SWKS For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1886905071138693565)  2025-02-04T22:30Z 258.8K followers, [----] engagements


"Key Earnings Reports on Monday Before the Open: Comerica $CMA After the Close: Equity Lifestyle Properties $ELS Hexcel $HXL Medpace $MEDP WR Berkley $WRB Western Alliance Bancorp $WAL Wintrust Financial $WTFC For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1912981899078750245)  2025-04-17T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Aon $AON AutoNation $AN Centene $CNC Charter Comm $CHTR Colgate-Palmolive $CL HCA $HCA LyondellBasell $LYB Phillips [--] $PSX SLB $SLB After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1915518612166893576)  2025-04-24T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Corning $GLW General Motors $GM Honeywell $HON Coca-Cola $KO PACCAR $PCAR Pfizer $PFE PayPal $PYPL Royal Caribbean $RCL Sherwin-Williams $SHW Spotify $SPOT After the Close: Booking $BKNG Mondelez Intl $MDLZ PPG Industries $PPG Starbucks $SBUX Visa $V For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1916968163704541609)  2025-04-28T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Caterpillar $CAT Humana $HUM Illinois Tool $ITW Martin Marietta $MLM Norwegian Cruise Line $NCLH Stanley Black & Decker $SWK After the Close: Allstate $ALL Cognizant Tech $CTSH KLA Corp $KLAC MetLife $MET Meta Platforms $META Microsoft $MSFT Prudential $PRU Qualcomm $QCOM For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1917330552371265971)  2025-04-29T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Best Buy $BBY Burlington Stores $BURL Hormel Foods $HRL Kohl's $KSS SpartanNash $SPTN After the Close: American Eagle $AEO Cooper $COO Costco $COST Dell $DELL Gap $GAP Marvell $MRVL NetApp $NTAP Ulta Beauty $ULTA For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1927839925157699650)  2025-05-28T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Best Buy $BBY Burlington Stores $BURL Hormel Foods $HRL Kohl's $KSS SpartanNash $SPTN After the Close: American Eagle $AEO Cooper $COO Costco $COST Dell $DELL Gap $GAP Marvell $MRVL NetApp $NTAP Ulta Beauty $ULTA For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1927839925262573883)  2025-05-28T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Aon $AON AutoNation $AN Booz Allen Hamilton $BAH Centene $CNC Charter Comm $CHTR HCA $HCA Lear $LEA Phillips [--] $PSX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1948496033492992378)  2025-07-24T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Alibaba $BABA GE HealthCare $GEHC Hershey $HSY Humana $HUM Illinois Tool $ITW Altria $MO Trane $TT VF $VFC After the Close: Cognizant Tech $CTSH eBay $EBAY Ford $F Lam Research $LRCX Meta Platforms $META Microsoft $MSFT Qualcomm $QCOM Western Digital $WDC For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1950307849692754256 http://bespokepremium.com https://twitter.com/i/web/status/1950307849692754256"  
[X Link](https://x.com/bespokeinvest/status/1950307849692754256)  2025-07-29T21:30Z 258.8K followers, [----] engagements


"Builders FirstSource $BLDR: "Certainly with the pressure on affordability everybody wants it to be less. Everybody I think in general would prefer that we just give away free houses and then everybody could have one. But that's not how it works." Peter Jackson CEO"  
[X Link](https://x.com/bespokeinvest/status/1951026404105265339)  2025-07-31T21:05Z 258.8K followers, [---] engagements


"Key Earnings Reports on Monday Before the Open: Cleveland-Cliffs $CLF After the Close: BOK Financial $BOKF Cadence Bank CADE Crown $CCK RLI $RLI Steel Dynamics $STLD W.R. Berkley $WRB Wintrust Financial $WTFC Zions Bancorp $ZION For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1979298878265397730 http://bespokepremium.com https://twitter.com/i/web/status/1979298878265397730"  
[X Link](https://x.com/bespokeinvest/status/1979298878265397730)  2025-10-17T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Booz Allen Hamilton $BAH General Dynamics $GD Gentex $GNTX HCA $HCA Illinois Tool Works $ITW Moog $MOG.A Procter & Gamble $PG Sanofi $SNY After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1981473328587043286)  2025-10-23T21:30Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Boeing $BA Caterpillar $CAT Centene $CNC Flex $FLEX GE HealthCare $GEHC GlaxoSmithKline $GSK Otis Worldwide $OTIS Phillips [--] $PSX Verizon $VZ After the Close: Alphabet $GOOG MercadoLibre $MELI Meta Platforms $META Microsoft $MSFT ServiceNow $NOW Starbucks $SBUX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1983285268267389292)  2025-10-28T21:30Z 258.8K followers, 11.1K engagements


"Another weak breadth stat: The S&P [---] is more than [--] standard deviations above its 50-DMA yet more stocks in the index are oversold than overbought. Has only happened three other times since 2007"  
[X Link](https://x.com/bespokeinvest/status/1983605871574925769)  2025-10-29T18:44Z 258.8K followers, 87.3K engagements


"Key Earnings Reports Tomorrow Before the Open: ADM $ADM Apollo $APO Eaton $ETN Marriott $MAR Marathon Petroleum $MPC Pfizer $PFE Shopify $SHOP Spotify $SPOT Uber $UBER Zoetis $ZTS After the Close: Advanced Micro Devices $AMD Amgen $AMGN Int'l Flavors & Fragrances $IFF Live Nation $LYV Super Micro Computer $SMCI For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1985474694934401064)  2025-11-03T22:30Z 258.8K followers, 11.2K engagements


"Key Events Tomorrow Monster Beverage $MNST Business Update Total Vehicle Sales UBS Technology and AI Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1995622813747605658)  2025-12-01T22:35Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Conagra $CAG Lamb Weston $LW Paychex $PAYX Winnebago $WGO Carnival $CCL After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2001782274463764851)  2025-12-18T22:31Z 258.8K followers, [----] engagements


"Q4 [----] Earnings Conference Call Quotes Thread🧵"  
[X Link](https://x.com/bespokeinvest/status/2009383019988087203)  2026-01-08T21:53Z 258.8K followers, 53.6K engagements


"Constellation Brands $STZ: "Relative to the beer category overall it still remains challenged. And it's largely around the Hispanic consumer. 75% of the Hispanic consumers are very concerned about the socioeconomic environment." Garth Hankinson CFO"  
[X Link](https://x.com/bespokeinvest/status/2009383021393203303)  2026-01-08T21:53Z 258.8K followers, 10.2K engagements


"A different type of market so far to start [----]. Best performing Dow stocks: Boeing $BA and Sherwin Williams $SHW up 10%+. Worst performing Dow stocks: Apple $AAPL and Cisco $CSCO down 4%"  
[X Link](https://x.com/bespokeinvest/status/2011058690300744046)  2026-01-13T12:52Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Taiwan Semi $TSM BlackRock $BLK First Horizon $FHN Goldman Sachs $GS Morgan Stanley $MS After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2011566872915841167)  2026-01-14T22:31Z 258.8K followers, [----] engagements


"D.R. Horton $DHI: "We continue to see just shy of 20% of our buyers utilizing our mortgage company are utilizing gift funds to make that purchase." Jessica Hansen Head of Investor Relations"  
[X Link](https://x.com/bespokeinvest/status/2013697916116812046)  2026-01-20T19:39Z 258.8K followers, [----] engagements


"Fastenal $FAST: "I'm not going to get too deep into the pricing piece because we've done such an excellent job of being wrong every time we talk about it in [----] that at some point you learn the wisdom of not talking about it." Daniel Florness CEO"  
[X Link](https://x.com/bespokeinvest/status/2013730470945497350)  2026-01-20T21:48Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Booz Allen Hamilton $BAH SLB $SLB After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014465599678669232)  2026-01-22T22:30Z 258.8K followers, [----] engagements


"Southern Copper's $SCCO market cap is now up to $144.5 billion 👀 You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly. You people have no idea whatsoever what were facing. Were consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth with no https://t.co/EXEP79fuh3 You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly. You people have no idea whatsoever what were facing. Were consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3%"  
[X Link](https://x.com/bespokeinvest/status/2014683355007123942)  2026-01-23T12:55Z 258.8K followers, 11.4K engagements


"Procter & Gamble $PG: "AI and GenAI capability help our teams to discover consumer-relevant insights at every step of the consumer path to purchase grounded in a unifying brand idea. We are creating individual touchpoint experiences for each consumer at a time." Shailesh Jejurikar CEO https://twitter.com/i/web/status/2014780590998884521 https://twitter.com/i/web/status/2014780590998884521"  
[X Link](https://x.com/bespokeinvest/status/2014780590998884521)  2026-01-23T19:21Z 258.8K followers, [----] engagements


"Energy $XLE Consumer Staples $XLP Materials $XLB and Industrials $XLI are the early winners in terms of year-to-date sector performance. Have a good acronym for this trade"  
[X Link](https://x.com/bespokeinvest/status/2016145182312349762)  2026-01-27T13:44Z 258.9K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: FOMC Rate Decision 2:30 PM: Powell Press Conference Other: Progressive $PGR December Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2016278795985002880)  2026-01-27T22:35Z 258.8K followers, [----] engagements


"HubSpot $HUBS was trading above $800/share last February; it's now at $280 and basically back to [----] bear market lows. Investors continue to bet that AI is coming for large-cap trad-SaaS companies in the years ahead"  
[X Link](https://x.com/bespokeinvest/status/2016977471325778208)  2026-01-29T20:51Z 258.8K followers, 11.3K engagements


"Walmart $WMT and Ford $F have nice uptrending price charts that bulls like to see. Not a lot of these out there after the choppiness weve seen over the last six months"  
[X Link](https://x.com/bespokeinvest/status/2018327930611384777)  2026-02-02T14:17Z 258.8K followers, [----] engagements


"Swift plunge of 1.5% for the Nasdaq [---] $QQQ after a higher open. Software $IGV leading the way. Nasty action once again this morning"  
[X Link](https://x.com/bespokeinvest/status/2018703444270317976)  2026-02-03T15:09Z 258.8K followers, [----] engagements


"DocuSign $DOCU is now down 51% over the last year and 81% over the last five years. Front and center in the "AI will eat SaaS" trade"  
[X Link](https://x.com/bespokeinvest/status/2018717985322549309)  2026-02-03T16:07Z 258.8K followers, [----] engagements


"The last three Fed Days have been kryptonite for the bulls. The 10/29 12/10 and now 1/28 FOMC meetings marked short-term peaks for the Nasdaq [---] $QQQ. All three stopped rallies in their tracks"  
[X Link](https://x.com/bespokeinvest/status/2019085436639993969)  2026-02-04T16:27Z 258.8K followers, 12.7K engagements


"Fresh intraday lows for the Nasdaq [---] $QQQ now down 1.75% on the day and 3.25% since Monday's close"  
[X Link](https://x.com/bespokeinvest/status/2019089571972080035)  2026-02-04T16:44Z 258.8K followers, [----] engagements


"AMD's $AMD 16.5% decline today would be its third biggest one-day drop following earnings since [----] when our earnings database begins. The two bigger drops were on 5/2/17 (-24.2%) and 10/19/23 (-16.8%)"  
[X Link](https://x.com/bespokeinvest/status/2019096847143563463)  2026-02-04T17:12Z 258.8K followers, [----] engagements


"Snowflake $SNOW is now down 42% in the last three months"  
[X Link](https://x.com/bespokeinvest/status/2019117611791897026)  2026-02-04T18:35Z 258.8K followers, 15K engagements


"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Inventories Other: Fastenal $FAST January Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019177898851065877)  2026-02-04T22:35Z 258.8K followers, [----] engagements


"The Stats Behind Super Bowl Sunday # via @bespokeinvest https://www.bespokepremium.com/interactive/posts/think-big-blog/the-stats-behind-super-bowl-sunday https://www.bespokepremium.com/interactive/posts/think-big-blog/the-stats-behind-super-bowl-sunday"  
[X Link](https://x.com/bespokeinvest/status/2020316744360010198)  2026-02-08T02:00Z 258.8K followers, [----] engagements


"In the [--] years that the NFC won the Super Bowl the S&P 500's average gain for the rest of the year was 9.6%with positive returns 77% of the time. In the [--] years that the AFC came out on top the S&P 500's average rest of year gain was 7.0% with gains 72% of the time"  
[X Link](https://x.com/bespokeinvest/status/2020504721027703215)  2026-02-08T14:27Z 258.8K followers, [----] engagements


"The 20% Inventory Takeover. In [----] [--] different companies with ".com" in their name bought airtime accounting for nearly 20% of the total available ad spots. (Source: Wikipedia)"  
[X Link](https://x.com/bespokeinvest/status/2020514237928403239)  2026-02-08T15:05Z 258.8K followers, [----] engagements


"Amazon holds the record for the most expensive Super Bowl commercial with its Alexa Mind Reader ad in [----] that ran [--] seconds and featured real-life couple Scarlett Johansson and Colin Jost. The cost to produce and air the ad was $26 million. (Source: Qualtrics)"  
[X Link](https://x.com/bespokeinvest/status/2020548097638609034)  2026-02-08T17:19Z 258.8K followers, [----] engagements


"The "Crispy Equator" Consumption. For Super Bowl LX Americans are projected to consume [----] billion chicken wings; if laid end-to-end they would circle the Earth nearly three times. (Source: National Chicken Council)"  
[X Link](https://x.com/bespokeinvest/status/2020548250072215894)  2026-02-08T17:20Z 258.8K followers, [----] engagements


"The [----] matchup (Patriots vs. Seahawks) is the first since [----] to feature two teams that both had preseason odds of 50-1 or longer to make the game. (Source: CBS Sports)"  
[X Link](https://x.com/bespokeinvest/status/2020607024598581601)  2026-02-08T21:13Z 258.8K followers, [----] engagements


"Win or lose every time the @Seahawks have played in the Super Bowl the S&P [---] was higher at year-end than it was at kickoff"  
[X Link](https://x.com/bespokeinvest/status/2020914436077203776)  2026-02-09T17:35Z 258.8K followers, [----] engagements

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