# ![@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 [---------] +257%
- [--] Month [---------] +131%
- [--] Months [----------] -33%
- [--] Year [----------] +23%

### 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 [---] +6%
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- [--] Months [-----] +26%
- [--] 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 [-------] +0.60%
- [--] Months [-------] +5.20%
- [--] 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)  46.67% [finance](/list/finance)  27.78% [technology brands](/list/technology-brands)  20.56% [cryptocurrencies](/list/cryptocurrencies)  #1695 [exchanges](/list/exchanges)  #3789 [financial services](/list/financial-services)  5% [automotive brands](/list/automotive-brands)  3.89% [countries](/list/countries)  3.89% [social networks](/list/social-networks)  1.67% [currencies](/list/currencies)  1.11%

**Social topic influence**
[events](/topic/events) 7.78%, [stocks](/topic/stocks) #3438, [nasdaq](/topic/nasdaq) #416, [ai](/topic/ai) 5%, [super bowl](/topic/super-bowl) 5%, [the open](/topic/the-open) #175, [software](/topic/software) #245, [ceo](/topic/ceo) 3.89%, [key](/topic/key) #341, [$qqq](/topic/$qqq) #302

**Top accounts mentioned or mentioned by**
[@william_r2rclub](/creator/undefined) [@eyad_ali_saif](/creator/undefined) [@jp66322247](/creator/undefined) [@catskillfishing](/creator/undefined) [@jc_chronister](/creator/undefined) [@pumkinmajiic](/creator/undefined) [@paratereocap](/creator/undefined) [@kimmonismus](/creator/undefined) [@kalshi](/creator/undefined) [@wsj](/creator/undefined) [@variety](/creator/undefined) [@seahawks](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@kekoacap](/creator/undefined) [@grok](/creator/undefined) [@specialsitsnews](/creator/undefined) [@brandonrigo](/creator/undefined) [@millenixger](/creator/undefined) [@stockmktnewz](/creator/undefined) [@richgrivas](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Western Digital Corp (WDC)](/topic/$wdc) [Walmart, Inc. (WMT)](/topic/$wmt) [Starbucks Corporation (SBUX)](/topic/$sbux) [Boeing Co (BA)](/topic/$ba) [Cisco Systems Inc (CSCO)](/topic/$csco) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [CatCoin (CAT)](/topic/$cat) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Enbridge, Inc (ENB)](/topic/$enb) [Equinix Inc (EQIX)](/topic/$eqix) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Pfizer, Inc. (PFE)](/topic/$pfe) [Target Corporation (TGT)](/topic/$tgt) [Biogen Inc (BIIB)](/topic/$biib) [CBRE Group Inc (CBRE)](/topic/$cbre) [Spotify Technology (SPOT)](/topic/$spot) [Coca-Cola Co (KO)](/topic/$ko) [T-Mobile (TMUS)](/topic/$tmus) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bank of Hawaii Corp. (BOH)](/topic/$boh) [Neurobro (BRO)](/topic/$bro) [Cincinnati Financial Corporation (CINF)](/topic/$cinf) [Nucor, Corp. (NUE)](/topic/$nue) [Whirlpool Corporation (WHR)](/topic/$whr) [Phillips [--] (PSX)](/topic/phillips-66) [Verizon Communications Inc. (VZ)](/topic/$vz) [Centene Corp (CNC)](/topic/$cnc) [GSK plc (GSK)](/topic/$gsk) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Mastercard, Inc. (MA)](/topic/$ma) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Decentral Games ICE (ICE)](/topic/$ice) [Stryker Corporation (SYK)](/topic/$syk) [Franklin Resources, Inc. (BEN)](/topic/$ben) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Sherwin-Williams Co (SHW)](/topic/$shw) [Oracle Corporation (ORCL)](/topic/$orcl) [Fastenal Company (FAST)](/topic/$fast) [Procter & Gamble (PG)](/topic/procter-gamble)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Key Earnings Reports Tomorrow Before the Open: Ally Financial $ALLY Charles Schwab $SCHW Citizens Financial $CFG Halliburton $HAL Johnson & Johnson $JNJ Prologis $PLD TE Connectivity $TEL Travelers $TRV Truist $TFC After the Close: CACI International $CACI Kinder Morgan $KMI Knight-Swift $KNX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2013740822835974475)  2026-01-20T22:30Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Advance Auto Parts $AAP Cameco $CCJ Enbridge $ENB Magna $MGA TC Energy $TRP Wendy's $WEN After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022075869309595970)  2026-02-12T22:30Z 259K followers, [----] engagements


"Here's a look at the Nasdaq 100's action in the year leading up to and the year after its March [----] peak versus its actin in the year leading up to its 10/29/25 peak. $QQQ"  
[X Link](https://x.com/bespokeinvest/status/2022081767206007201)  2026-02-12T22:53Z 259K followers, 15.8K engagements


"CH Robinson $CHRW Equinix $EQIX Airbnb $ABNB Rivian $RIVN and $AMAT are some of the stocks we discussed at today. http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022136290540388531)  2026-02-13T02:30Z 259K followers, [----] engagements


"You can basically now set your clock to a big sell program in the first [--] minutes of the trading day"  
[X Link](https://x.com/bespokeinvest/status/2022320896946393400)  2026-02-13T14:44Z 259K followers, [----] engagements


"A list of last year's most "beaten down blue-chips" that we featured shows nice bounces this year for just over half of them. Target $TGT Starbucks $SBUX Biogen $BIIB Pfizer $PFE and Boeing $BA all up 10%+ YTD"  
[X Link](https://x.com/bespokeinvest/status/2022355554992263436)  2026-02-13T17:01Z 259K followers, [----] engagements


"The current bull market -- the "AI Bull" -- has eclipsed the 1200-day mark. This is the 10th bull market to last 1000+ days based on the 20% rally/decline threshold. Bear markets on average are much shorter at just [---] days with the longest being [---] days back in 1973/74. https://twitter.com/i/web/status/2021349572669313331 https://twitter.com/i/web/status/2021349572669313331"  
[X Link](https://x.com/bespokeinvest/status/2021349572669313331)  2026-02-10T22:24Z 259K followers, 22.9K engagements


"Key Earnings Reports Tomorrow Before the Open: Baxter $BAX CBRE $CBRE Howmet Aerospace $HWM Restaurant Brands International $QSR Zoetis $ZTS After the Close: Airbnb $ABNB Applied Materials $AMAT Arista Networks $ANET Coinbase Global $COIN DraftKings $DKNG Expedia $EXPE Ingersoll-Rand $IR Rivian Automotive $RIVN Toast $TOST Wynn Resorts $WYNN For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021713481481781592)  2026-02-11T22:30Z 259K followers, [----] engagements


"Yes Claud made a big jump. Been using ChatGPT for years and finally downloaded Claude tonight. I asked ChatGPT to put together a comprehensive summary of everything it knows about me and copied and pasted it into Claude. Holy smokes Been using ChatGPT for years and finally downloaded Claude tonight. I asked ChatGPT to put together a comprehensive summary of everything it knows about me and copied and pasted it into Claude. Holy smokes"  
[X Link](https://x.com/bespokeinvest/status/2021980369546047861)  2026-02-12T16:11Z 259K followers, 18.2K engagements


"Based on what it's doing to software financial services commercial real estate and now freight $350 billion for Anthropic definitely seems cheap"  
[X Link](https://x.com/bespokeinvest/status/2021991168192754058)  2026-02-12T16:53Z 259K followers, [----] engagements


"4.10 on the 10-year"  
[X Link](https://x.com/bespokeinvest/status/2022019443216592941)  2026-02-12T18:46Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count [--] PM: Dallas Fed President Logan and Gov Miran Speak in TX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022077127777038384)  2026-02-12T22:35Z 259K followers, [----] engagements


"Looks like traders haven't figured out how AI is going to crush homebuilders.🤷♂"  
[X Link](https://x.com/bespokeinvest/status/2022318523284873548)  2026-02-13T14:34Z 259K followers, [----] engagements


"This week's Bespoke Report is titled "AI Boom to AI Doom." Start a trial to read the full 38-page report over the long weekend: https://www.bespokepremium.com/interactive/posts/think-big-blog/the-bespoke-report-ai-boom-to-ai-doom https://www.bespokepremium.com/interactive/posts/think-big-blog/the-bespoke-report-ai-boom-to-ai-doom"  
[X Link](https://x.com/bespokeinvest/status/2022441571573207098)  2026-02-13T22:43Z 259K followers, [----] engagements


"RT @kimmonismus: Spotify revealed that its top engineers havent written a single line of code since December thanks to an internal AI sys"  
[X Link](https://x.com/bespokeinvest/status/2022090575688913141)  2026-02-12T23:28Z 259K followers, [---] engagements


"Today was the S&P's worst breadth day ever for an "up" day. Since [----] the S&P has never had weaker breadth on a day that it closed positive. The index closed up 0.23% with a net advance/decline line of [----]. There were [---] stocks up and [---] down. 🤮"  
[X Link](https://x.com/bespokeinvest/status/1983276195413446690)  2025-10-28T20:54Z 259K followers, 1.3M engagements


"Snowflake $SNOW is now down 42% in the last three months"  
[X Link](https://x.com/bespokeinvest/status/2019117611791897026)  2026-02-04T18:35Z 259K followers, 15.1K engagements


"Wow The Russell [----] has outperformed the Nasdaq [---] over the last year. $IWM $QQQ"  
[X Link](https://x.com/bespokeinvest/status/2020617644953739522)  2026-02-08T21:56Z 259K followers, 17.3K engagements


"Key Earnings Reports Tomorrow Before the Open: Aramark $ARMK AstraZeneca $AZN Coca-Cola $KO Ecolab $ECL Fiserv $FISV Marriott $MAR Quest Diagnostics $DGX Spotify $SPOT Wesco $WCC After the Close: American International $AIG Assurant $AIZ Ford Motor $F Insperity $NSP Mattel $MAT Robinhood $HOOD For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2020988580064100433)  2026-02-09T22:30Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Hilton $HLT Humana $HUM Kraft Heinz $KHC Shopify $SHOP SharkNinja $SN Tenet Healthcare $THC T-Mobile $TMUS After the Close: AppLovin $APP Cisco $CSCO Equinix $EQIX International Flavors $IFF McDonald's $MCD Motorola $MSI Pilgrim's Pride $PPC For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021350967615148492)  2026-02-10T22:30Z 259K followers, [----] engagements


"S&P [---] Growth ETF $IVW: -1.32% YTD DJ Dividend ETF $DVY: +11.15% YTD"  
[X Link](https://x.com/bespokeinvest/status/2021735689927192867)  2026-02-11T23:58Z 259K followers, [----] engagements


"Fresh lows for Netflix $NFLX today as it falls another 3%. Now down 42.5% from June [----] highs and 25% over the last year"  
[X Link](https://x.com/bespokeinvest/status/2021967819131204007)  2026-02-12T15:21Z 259K followers, 10.8K engagements


"Reddit $RDDT now cut in half since September down 42% over the last six months"  
[X Link](https://x.com/bespokeinvest/status/2021976064122400975)  2026-02-12T15:53Z 259K followers, [----] engagements


"CME Group $CME and Nasdaq $NDAQ going in opposite directions recently"  
[X Link](https://x.com/bespokeinvest/status/2021984318508392679)  2026-02-12T16:26Z 259K followers, [----] engagements


"Office REIT Wreckage https://open.substack.com/pub/bespokeinvest/p/office-reit-wreckager=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/office-reit-wreckager=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/bespokeinvest/status/2022063975824077292)  2026-02-12T21:43Z 259K followers, [----] engagements


"A quick rundown of the trading day as shown in our daily wrap commentary. Interesting that credit markets are showing little concern for some of these stocks getting bombed"  
[X Link](https://x.com/bespokeinvest/status/2022135226504262069)  2026-02-13T02:26Z 259K followers, [----] engagements


"Morning Note - Leaders of the Physical and Digital Economies Fall https://open.substack.com/pub/bespokeinvest/p/morning-note-leaders-of-the-physicalr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/morning-note-leaders-of-the-physicalr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/bespokeinvest/status/2022311594454028791)  2026-02-13T14:07Z 259K followers, [----] engagements


"Transports fell 2.5% and Semis tumbled more than 4% yesterday. History shows this rare dual pullback from 52-week highs hasn't signaled past market cycle peaks offering bulls some comfort heading into the long weekend. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-13-26-leaders-of-the-physical-and-digital-economies-fall https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-13-26-leaders-of-the-physical-and-digital-economies-fall"  
[X Link](https://x.com/bespokeinvest/status/2022313523515130226)  2026-02-13T14:14Z 259K followers, [----] engagements


"CPI comes in cooler than expected. Headline at 0.2% MoM and 2.4% YoY. Core in-line"  
[X Link](https://x.com/bespokeinvest/status/2022322649393672536)  2026-02-13T14:51Z 259K followers, [----] engagements


"Earlier this week we noted that this was the first time in the S&P 500's history that it went from overbought to oversold and back to overbought in the span of one week or less. Since then we've gone back into oversold territory"  
[X Link](https://x.com/bespokeinvest/status/2022338758520262764)  2026-02-13T15:55Z 259K followers, 17.6K engagements


"In the AI era the new 9-5 in the workplace is working until your daily allotment of Claude tokens runs out"  
[X Link](https://x.com/bespokeinvest/status/2022419262632317365)  2026-02-13T21:15Z 259K followers, [----] engagements


"The two deciles of Russell [----] stocks with the highest price to sales ratios are the only two that are down YTD on average. The remaining 80% of stocks are up pretty significantly already"  
[X Link](https://x.com/bespokeinvest/status/2022692136131481949)  2026-02-14T15:19Z 259K followers, 20.1K engagements


"The three FAANG stocks that were publicly traded at the time of its IPO [--] years ago have all outperformed Google. NFLX - 13364% AAPL - 9009% AMZN - 4454% GOOGL - 2675% https://www.bespokepremium.com/think-big-blog/biggest-winners-since-google-ipo/ https://www.bespokepremium.com/think-big-blog/biggest-winners-since-google-ipo/"  
[X Link](https://x.com/bespokeinvest/status/1163454217132158976)  2019-08-19T14:14Z 259K followers, [--] engagements


"Key Earnings Reports on Monday Before the Open: Bank of Hawaii $BOH Enterprise Products $EPD After the Close: Brown & Brown $BRO Cadence Design $CDNS Cincinnati Financial $CINF Hartford Financial $HIG Nucor $NUE Olin $OLN Principal Financial $PFG Universal Health $UHS Waste Management $WM Welltower $WELL Western Union $WU Whirlpool $WHR For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1948858421790310756 http://bespokepremium.com https://twitter.com/i/web/status/1948858421790310756"  
[X Link](https://x.com/bespokeinvest/status/1948858421790310756)  2025-07-25T21:30Z 258.9K 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 https://twitter.com/i/web/status/1983285268267389292 http://bespokepremium.com https://twitter.com/i/web/status/1983285268267389292"  
[X Link](https://x.com/bespokeinvest/status/1983285268267389292)  2025-10-28T21:30Z 258.9K 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: Bristol-Myers $BMY Comcast $CMCSA Intercontinental Exchange $ICE Kimberly-Clark $KMB L3Harris $LHX Eli Lilly $LLY Cheniere Energy $LNG Mastercard $MA Merck $MRK Quanta Services $PWR After the Close: Apple $AAPL Amazon $AMZN Gilead Sciences $GILD Stryker $SYK Western Digital $WDC For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1983647656149716996 http://bespokepremium.com https://twitter.com/i/web/status/1983647656149716996"  
[X Link](https://x.com/bespokeinvest/status/1983647656149716996)  2025-10-29T21:30Z 258.9K followers, 10.2K engagements


"Key Earnings Reports Tomorrow Before the Open: Duke Energy $DUK Enbridge $ENB Constellation Energy $CEG CNH Industrial $CNH Fluor $FLR Telus $TU Delek US $DK KKR $KKR Brookfield Infrastructure $BIP Franklin Resources $BEN American Axle $AXL Six Flags $FUN Sylvamo $SLVM Conduent $CNDT Gray Media $GTN After the Close: None For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1986561733469557025 http://bespokepremium.com https://twitter.com/i/web/status/1986561733469557025"  
[X Link](https://x.com/bespokeinvest/status/1986561733469557025)  2025-11-06T22:30Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Arcos Dorados $ARCO GlobalFoundries $GFS Hudbay Minerals $HBM On $ONON Tencent Music $TME Transdigm $TDG After the Close: Cisco $CSCO Flutter Entertainment $FLUT Pan Am Silver $PAAS Tetra Tech $TTEK For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1988373798219816964)  2025-11-11T22:30Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Stockpiles [--] PM: Fed Governor Bowman on Supervision & Regulation Other: Edwards Lifesciences $EW Investor Day Goldman Industrial Conference UBS Technology Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1996347589482946958)  2025-12-03T22:35Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Albertsons $ACI Cal-Maine Foods $CALM MSC Industrial $MSM After the Close: Constellation Brands $STZ Jefferies $JEF PriceSmart $PSMT For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2008667518898954355)  2026-01-06T22:30Z 258.9K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Acuity $AYI Commercial Metals $CMC Helen of Troy $HELE RPM $RPM After the Close: Greenbrier $GBX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2009029780683870277)  2026-01-07T22:30Z 258.9K followers, [----] 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 259K 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


"Wells Fargo $WFC: "We look at things like checking accounts with unemployment flows direct deposit amounts overdraft activity and payment outflows and we've not observed meaningful shifts in trends." Charlie Scharf CEO"  
[X Link](https://x.com/bespokeinvest/status/2011872902572859728)  2026-01-15T18:47Z 259K 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


"Key Earnings Reports Tomorrow Before the Open: M&T Bank $MTB PNC $PNC Regions Financial $RF State Street $STT After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2011929260936585531)  2026-01-15T22:31Z 258.8K 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


"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: Abbott Labs $ABT FirstService $FSV Freeport-McMoRan $FCX GE Aerospace $GE McCormick $MKC Northern Trust $NTRS Procter & Gamble $PG After the Close: Alaska Air $ALK Alcoa $AA Capital One $COF CSX $CSX Intel $INTC Intuitive Surgical $ISRG For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014103212228215060)  2026-01-21T22:30Z 259K 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 259K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014467108009136473)  2026-01-22T22:36Z 259K 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


"Key Earnings Reports on Monday Before the Open: Bank of Hawaii $BOH Steel Dynamics $STLD After the Close: Brown & Brown $BRO Crane $CR Graco $GGG Nucor $NUE Sanmina $SANM W.R. Berkley $WRB Western Alliance $WAL For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014828111959867535)  2026-01-23T22:30Z 259K followers, [----] engagements


"UnitedHealth is having its 5th-worst day relative to the S&P [---] since [----]. $UNH"  
[X Link](https://x.com/bespokeinvest/status/2016187711283933461)  2026-01-27T16:33Z 258.9K 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


"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 258.9K 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


"Union Pacific $UNP: "In addition rail inflation is ticking up again. We expect slightly over 4% inflation in [----]. Our commitment to yielding price dollars that exceed inflation dollars has not changed but price may not be a driver of our improving margins in 2026." Jennifer Hamann CFO https://twitter.com/i/web/status/2016631020649664666 https://twitter.com/i/web/status/2016631020649664666"  
[X Link](https://x.com/bespokeinvest/status/2016631020649664666)  2026-01-28T21:54Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Blackstone $BX Caterpillar $CAT Honeywell $HON Lockheed Martin $LMT Mastercard $MA PulteGroup $PHM Sherwin-Williams $SHW Thermo Fisher $TMO Tractor Supply $TSCO After the Close: Apple $AAPL Sandisk $SNDK Stryker $SYK Visa $V Western Digital $WDC For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2016640302807671023)  2026-01-28T22:31Z 259K followers, [----] engagements


"Interactive Brokers $IBKR is already up 17.3% YTD; well ahead of the other major banks and brokers:"  
[X Link](https://x.com/bespokeinvest/status/2016869521743605917)  2026-01-29T13:42Z 259K 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


"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


"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


"The two mega-caps with the largest revenue exposure to OpenAI (potentially IPOing this summer) Microsoft $MSFT and Oracle $ORCL have seen their combined market cap fall by $1.1 trillion since the 10/28 peak"  
[X Link](https://x.com/bespokeinvest/status/2017002232126816426)  2026-01-29T22:29Z 258.9K followers, 14K engagements


"Key Earnings Reports Tomorrow Before the Open: Autoliv $ALV Aon $AON Air Products $APD American Express $AXP Franklin Resources $BEN Church & Dwight $CHD Charter $CHTR Colgate-Palmolive $CL Canadian National Rail $CNI Chevron $CVX LyondellBasell $LYB Regeneron Pharma $REGN Verizon $VZ Exxon Mobil $XOM After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2017002439212171616)  2026-01-29T22:30Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count [--] PM: Fed Governor Bowman on Monetary Policy Investor Days: Brookdale Senior Living $BKD Church & Dwight $CHD For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2017003571657449627)  2026-01-29T22:35Z 259K 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


"Key Earnings Reports on Monday Before the Open: Aptiv $APTV Revvity $RVTY Tyson Foods $TSN Walt Disney $DIS After the Close: DaVita $DVA Fabrinet $FN Healthpeak Properties $DOC NJ Resources $NJR NXP Semi $NXPI Palantir $PLTR Simon Properties $SPG Teradyne $TER Woodward $WWD For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2017364702897312155)  2026-01-30T22:30Z 259K followers, [----] 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


"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


"Coca Cola $KO broke out to new all-time highs to end last week as investors rotate into more defensive names:"  
[X Link](https://x.com/bespokeinvest/status/2018328380320428532)  2026-02-02T14:19Z 258.8K followers, 23K engagements


"Meta Platforms $META: "I just think the fact that agents are really starting to work now is quite profound and we're already starting to see that the people who adopt them are just being significantly more productive." Mark Zuckerberg CEO"  
[X Link](https://x.com/bespokeinvest/status/2018368946227859754)  2026-02-02T17:00Z 258.8K followers, [----] engagements


"Walmart $WMT is rapidly approaching "$1 trillion market cap" status.now at $983 billion"  
[X Link](https://x.com/bespokeinvest/status/2018396041901461591)  2026-02-02T18:48Z 258.9K followers, [----] engagements


"It's a triple play evening with [--] of the [--] companies that have reported after the close reporting triple plays (beat EPS beat sales raised guidance): DaVita $DVA Fabrinet $FN NJ Resources $NJR Palantir $PLTR Teradyne $TER Woodward $WWD"  
[X Link](https://x.com/bespokeinvest/status/2018440294434287685)  2026-02-02T21:44Z 258.8K followers, [----] engagements


"Walmart $WMT surged 4% today and is now less than $12 billion in market cap away from joining the "Trillion Dollar Market Cap" club"  
[X Link](https://x.com/bespokeinvest/status/2018440679051927670)  2026-02-02T21:45Z 258.9K followers, 21.8K engagements


"Key Earnings Reports Tomorrow Before the Open: ADM $ADM Eaton $ETN Graphic Packaging $GPK Illinois Tool Works $ITW Marathon Petroleum $MPC Merck $MRK PepsiCo $PEP Pfizer $PFE After the Close: Advanced Micro Devices $AMD Amgen $AMGN Chubb $CB Clorox $CLX Chipotle Mexican Grill $CMG Mondelez International $MDLZ For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018451990909440273)  2026-02-02T22:30Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) 9:40 AM: Fed Governor Bowman Speaks at Conference Other: Total Vehicle Sales Western Digital $WDC Investor Day For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018453123354767374)  2026-02-02T22:35Z 258.9K 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


"Walmart $WMT now trades at 49.3x trailing 12-month earnings"  
[X Link](https://x.com/bespokeinvest/status/2018754056991244582)  2026-02-03T18:30Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Boston Scientific $BSX Cencora $COR Eli Lilly $LLY Equifax $EFX GlaxoSmithKline $GSK Johnson Controls $JCI Old Dominion $ODFL Phillips [--] $PSX Stanley Black & Decker $SWK Uber $UBER Yum Brands $YUM After the Close: Allstate $ALL Alphabet $GOOG Arm $ARM Crown $CCK Crown Castle $CCI McKesson $MCK O'Reilly Auto $ORLY Qualcomm $QCOM For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018814254611104219)  2026-02-03T22:30Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) 10:30 AM: DoE Energy Inventories 6:30 AM: Fed Governor Cook Discusses Economy Other: Costco $COST January Sales Western Digital $WDC Investor Day For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018815636831350948)  2026-02-03T22:35Z 258.9K followers, [----] engagements


"Software still trades at 8x sales btw"  
[X Link](https://x.com/bespokeinvest/status/2019026585752379424)  2026-02-04T12:33Z 258.9K followers, 19.9K 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


"Salesforce $CRM has [-----] employees"  
[X Link](https://x.com/bespokeinvest/status/2019051260985381026)  2026-02-04T14:11Z 258.9K followers, 10.6K engagements


"Reddit $RDDT is now down 40% since 1/13. 👀"  
[X Link](https://x.com/bespokeinvest/status/2019062558456418395)  2026-02-04T14:56Z 258.9K followers, 20.8K engagements


"Pure carnage this morning is someone getting margin called"  
[X Link](https://x.com/bespokeinvest/status/2019068197723336764)  2026-02-04T15:19Z 258.8K followers, 13.4K 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


"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 259K 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


"Salesforce $CRM and Disney $DIS have market caps just below $200 billion. If you had to pick one which will have the bigger market cap [--] years from today Disney Salesforce Disney Salesforce"  
[X Link](https://x.com/bespokeinvest/status/2019102594510016999)  2026-02-04T17:35Z 258.9K followers, [----] engagements


"The semis ETF $SMH has now round-tripped a 10% gain in the last month. Stairs up elevator down"  
[X Link](https://x.com/bespokeinvest/status/2019105400650408030)  2026-02-04T17:46Z 259K followers, 13.1K engagements


"The rush into Consumer Staples has been just as dramatic as the exit from Software. Staples now has a 14-day RSI of [----] something not seen since [----]. The sector is also [---] standard deviations above its 200-DMA. It hasn't been this overbought since the end of [----]. $XLP"  
[X Link](https://x.com/bespokeinvest/status/2019124929330123151)  2026-02-04T19:04Z 258.9K followers, 96.5K 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


"Key Economic Indicators on Tap Today (ET) 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/2019377967105806750)  2026-02-05T11:50Z 259K 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


"Today's Economic Indicators Results Initial Jobless Claims: 231k vs 212k est.🔴 Continuing Jobless Claims: 1844k vs 1850k est.🟢 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019419414035329455)  2026-02-05T14:34Z 259K followers, [----] engagements


"10-year yield down to 4.20"  
[X Link](https://x.com/bespokeinvest/status/2019479072984764464)  2026-02-05T18:31Z 258.9K 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


"96th time the Nasdaq [---] has fallen 1%+ for three straight days. Average next-day change has historically been +0.52% with positive returns 64% of the time"  
[X Link](https://x.com/bespokeinvest/status/2019521605802602563)  2026-02-05T21:20Z 259K followers, [----] 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


"Key Earnings Reports Tomorrow Before the Open: AerCap $AER AutoNation $AN Biogen $BIIB Carlyle $CG Cboe Global Markets $CBOE Centene $CNC Newell Brands $NWL Philip Morris $PM Piper Sandler $PIPR Plains All American $PAA Under Armour $UAA After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019539154455896346)  2026-02-05T22:30Z 258.9K 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


"If you can hold down your breakfast here's a look at the largest software stocks in the $IGV ETF. Average distance from 50-DMA: -23.5% Average YTD % chg: -23%. It's February 6th"  
[X Link](https://x.com/bespokeinvest/status/2019746155886776600)  2026-02-06T12:13Z 258.9K followers, [----] 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


"Software $IGV finished the week down 8.7%. The Dow [--] $DIA finished the week up 2.5%"  
[X Link](https://x.com/bespokeinvest/status/2019885772493435321)  2026-02-06T21:27Z 258.9K followers, [----] engagements


"The S&P [---] was down this week. But. .breadth was positive [--] out of [--] days. The Equal Weight S&P [---] was up over 2%. The Russell [----] was up over 2%"  
[X Link](https://x.com/bespokeinvest/status/2019893396484116644)  2026-02-06T21:58Z 258.9K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Apollo Global Management $APO Becton Dickinson $BDX Cleveland-Cliffs $CLF Kyndryl $KD After the Close: Aecom Tech $ACM Amkor $AMKR Cincinnati Financial $CINF Goodyear Tire $GT Manitowoc $MTW Medpace $MEDP ON Semi $ON For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019901417259995232)  2026-02-06T22:30Z 259K 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 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 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


"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


"Sick Day Sunday. An estimated [----] million Americans plan on calling in sick to work the Monday after the Super Bowl making it one of the least productive workdays of the year. (Source: The Journal Record)"  
[X Link](https://x.com/bespokeinvest/status/2020548324374307307)  2026-02-08T17:20Z 258.9K followers, 10.4K 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


"The Dow finally closed above 50k for the first time ever heading into Super Bowl weekend. Did anyone even notice"  
[X Link](https://x.com/bespokeinvest/status/2020616423161086001)  2026-02-08T21:51Z 258.8K followers, [----] engagements


"Unreal move for Consumer Staples $XLP to start the year:"  
[X Link](https://x.com/bespokeinvest/status/2020852470029639814)  2026-02-09T13:29Z 258.9K followers, [----] engagements


"Since peaking last October the Nasdaq [---] has slid while the Russell [----] and equal-weight S&P [---] have climbed with small caps outperforming QQQ. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-9-26-hangover-day https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-9-26-hangover-day"  
[X Link](https://x.com/bespokeinvest/status/2020864462664630503)  2026-02-09T14:16Z 259K followers, [----] engagements


"The wall of worry still appears to be quite steep. via @WSJ https://www.wsj.com/finance/stocks/stocks-sharp-rebound-is-only-making-investors-more-nervous-fcd2c58ast=i741ew https://www.wsj.com/finance/stocks/stocks-sharp-rebound-is-only-making-investors-more-nervous-fcd2c58ast=i741ew"  
[X Link](https://x.com/bespokeinvest/status/2020893479589544040)  2026-02-09T16:12Z 258.8K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: Cleveland Fed President Hammack in Columbus [--] PM; Dallas Fed President Logan in Austin Other: Bank of America Financial Services Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2020989838250353099)  2026-02-09T22:35Z 258.9K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) [--] AM: NFIB Small Business 8:30 AM: Employment Cost Index Retail Sales - Ex Autos [--] AM: Business Inventories For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021189906605715498)  2026-02-10T11:50Z 258.9K followers, [----] engagements


"10-year down to [----] after the 8:30 data"  
[X Link](https://x.com/bespokeinvest/status/2021215586018033756)  2026-02-10T13:32Z 258.9K followers, [----] engagements


"Here's a look at price charts for key US index ETFs heading into today's open. The S&P $SPY has managed to bounce three times in the last couple months after selloffs of roughly 2.6%"  
[X Link](https://x.com/bespokeinvest/status/2021220824686985663)  2026-02-10T13:52Z 258.9K followers, [----] engagements


"Today's Economic Indicators Results NFIB Small Business Optimism: [----] vs [----] est.🔴 Employment Cost Index: 0.7% vs 0.8% est.🔴 Retail Sales: 0.0% vs 0.4% est.🔴 Retail Sales Ex Autos: 0.0% vs 0.4% est.🔴 Business Inventories: 0.1% vs 0.2% est.🔴 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021263015279259856)  2026-02-10T16:40Z 258.9K followers, [----] engagements


"Here's the S&P [---] in log scale with bull and bear markets shaded. Bears are short and steep. Bulls long and steady. https://www.bespokepremium.com/bespoke-member-plans/ https://www.bespokepremium.com/bespoke-member-plans/"  
[X Link](https://x.com/bespokeinvest/status/2021350175067996170)  2026-02-10T22:26Z 258.9K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Non Farm Payrolls Unemployment Rate Avg Hourly Earnings Avg Weekly Hours For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021552420468203667)  2026-02-11T11:50Z 258.9K followers, [----] engagements


"Here's a clear look at the recent outperformance of the S&P [---] Equal Weight $RSP versus the cap-weighted S&P [---] $SPY:"  
[X Link](https://x.com/anyuser/status/2021585292193407077)  2026-02-11T14:01Z 258.9K followers, [----] engagements


"The Nasdaq has gone essentially nowhere since September with its five-month trading range compressing to its narrowest range in nearly a decade. Historically these stretches tend to occur within healthy uptrends. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-11-26-boring-is-beautiful-mostly https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-11-26-boring-is-beautiful-mostly"  
[X Link](https://x.com/bespokeinvest/status/2021591632030625951)  2026-02-11T14:26Z 258.9K followers, [----] engagements


"The "SaaS is dead" trade hit hard right at 9:35 AM ET with the usuals trading sharply lower as the rest of the market spikes"  
[X Link](https://x.com/bespokeinvest/status/2021596020589707458)  2026-02-11T14:43Z 258.9K followers, [----] engagements


"Sector ETF performance (with software and semis included) tells the story of today:"  
[X Link](https://x.com/bespokeinvest/status/2021658074306711987)  2026-02-11T18:50Z 258.9K followers, [----] engagements


"AI came for commercial real estate stocks today. AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People are https://t.co/ldzHfygDl3 AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People"  
[X Link](https://x.com/bespokeinvest/status/2021723166574248382)  2026-02-11T23:08Z 258.9K followers, 20.4K engagements


"It's like the dividend ETFs were shot out of a cannon at the start of 2026.$DVY"  
[X Link](https://x.com/bespokeinvest/status/2021735530572964351)  2026-02-11T23:58Z 259K followers, [----] engagements


"AB-InBev $BUD reported earnings showing record-low sales volume in North America in Q4. The chart tells the story. That said the guide wasn't horrible"  
[X Link](https://x.com/bespokeinvest/status/2021940263179239516)  2026-02-12T13:31Z 259K followers, [----] engagements


"Today's Economic Indicators Results Initial Jobless Claims: 227k vs 223k est.🔴 Continuing Jobless Claims: 1862k vs 1850k est.🔴 Existing Home Sales: 3.91m vs 4.15m est.🔴 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021965486058258688)  2026-02-12T15:11Z 259K followers, [----] engagements


"Q4 [----] Earnings Conference Call Quotes Thread🧵"  
[X Link](https://x.com/bespokeinvest/status/2009383019988087203)  2026-01-08T21:53Z 259K followers, 53.6K engagements


"Key Earnings Reports Tomorrow Before the Open: Automatic Data $ADP ASML $ASML Danaher $DHR General Dynamics $GD Corning $GLW Progressive $PGR Starbucks $SBUX Teva Pharma $TEVA UBS $UBS After the Close: IBM $IBM Lam Research $LRCX Meta Platforms $META Microsoft $MSFT Tesla $TSLA Whirlpool $WHR For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2016277541061861723)  2026-01-27T22:30Z 259K followers, [----] engagements


"Energy and Materials still lead in [----] with Energy the only sector in extreme overbought territory. All but one of the sector's components in the S&P [---] is higher YTD led by Schlumberger $SLB and Baker Hughes $BKR. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-29-26-energized-energy https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-29-26-energized-energy"  
[X Link](https://x.com/bespokeinvest/status/2016875429328502876)  2026-01-29T14:05Z 259K followers, [----] engagements


"Campbell Soup $CPB Conagra $CAG General Mills $GIS all up 3%+ today as Tech and other growth areas get slammed for a second day. Clear defensive shift"  
[X Link](https://x.com/bespokeinvest/status/2017334024822210564)  2026-01-30T20:28Z 259K followers, [----] engagements


"Key Events Tomorrow1 (ET) [--] PM: Fed Vice Chair Jefferson on Economy [--] PM: Baker Hughes Rig Count For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019540412533289448)  2026-02-05T22:35Z 259K followers, [----] engagements


"A "Puppet" Production. The infamous ad in2000 required a massive production team of [---] people [--] companies and a 20-piece orchestra; the company liquidated and went defunct less than a year later. (Source: Sports Business Journal) http://Pets.com http://Pets.com"  
[X Link](https://x.com/bespokeinvest/status/2020511132700557740)  2026-02-08T14:52Z 259K followers, [----] engagements


"Betting the Entire Seed Round. The startup famously spent $3 million of its $5.8 million in total seed funding on a single Super Bowl ad before the website had even officially launched. (Source: The Hustle) http://Computer.com http://Computer.com"  
[X Link](https://x.com/bespokeinvest/status/2020514169879945260)  2026-02-08T15:04Z 259K followers, [----] engagements


"Caterpillar $CAT is up another 4% in early trading; has now more than doubled in the last year"  
[X Link](https://x.com/bespokeinvest/status/2021597445797355846)  2026-02-11T14:49Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Storage [--] PM: Dallas Fed President Logan and Gov Miran Speak in Texas Investor Days: Datadog $DDOG FedEx $FDX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021714740003610796)  2026-02-11T22:35Z 259K followers, [----] engagements


"Key Events Tomorrow Investor Days: Arthur J. Gallagher $AJG Vital Farms $VITL For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2000696117952966795)  2025-12-15T22:35Z 259K followers, [----] engagements


"@Variety Cap-weighted retail stock ETF $RTH: down 0.6% today Equal-weight retail stock ETF $XRT: up 1.8% today Seeing broadening in retail now as well"  
[X Link](https://x.com/bespokeinvest/status/2019141214248005817)  2026-02-04T20:09Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Bristol-Myers $BMY Cardinal Health $CAH Carrier Global $CARR ConocoPhillips $COP Estee Lauder $EL Intercontinental Exchange $ICE Ralph Lauren $RL Cigna $CI After the Close: Amazon $AMZN Arrow Electronics $ARW Molina Healthcare $MOH Post $POST Reinsurance Group of America $RGA For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019176644217372750)  2026-02-04T22:30Z 259K followers, [----] engagements


"Interesting to look at Bitcoin drawdowns and where it has made 52-week lows over time:"  
[X Link](https://x.com/bespokeinvest/status/2020110741135663324)  2026-02-07T12:21Z 259K followers, 15.3K engagements


"Reddit $RDDT gapped up $10+ on Friday following earnings only to immediately reverse and ultimately close down $11. Good example of the type of market its been lately"  
[X Link](https://x.com/bespokeinvest/status/2020112396056940839)  2026-02-07T12:28Z 259K followers, [----] engagements


"Even Target $TGT has been taking part in the big rally in Consumer Staples to start the year:"  
[X Link](https://x.com/bespokeinvest/status/2020861909201748146)  2026-02-09T14:06Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) 10:15 AM: Fed Governor Bowman at Investment Conference 10:30 AM: DoE Energy Inventories [--] PM: CLE Fed President Hammack in Columbus Other: T-Mobile $TMUS Investor Day Bank of America Financial Services Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021352352175845777)  2026-02-10T22:35Z 259K followers, [----] engagements


"Staples up another 1% Software down another 1%. What else is new"  
[X Link](https://x.com/bespokeinvest/status/2021971645435654559)  2026-02-12T15:36Z 259K followers, [----] engagements


"Software ETF $IGV now basically flat over the last five years. $SPY up 75%"  
[X Link](https://x.com/bespokeinvest/status/2021982697707721199)  2026-02-12T16:20Z 259K followers, 76.9K engagements


"These were three key areas of focus in our reports today. Start a trial at to read the full reports and join our member community. http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022134346916790716)  2026-02-13T02:22Z 259K followers, [----] engagements


"Long-term investing isn't about timing. It's about time. WATCH:"  
[X Link](https://x.com/bespokeinvest/status/1915458181532131602)  2025-04-24T17:29Z 259K followers, 244K 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 259K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Initial Jobless Claims Continuing Jobless Claims [--] AM: Existing Home Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021914682622427406)  2026-02-12T11:50Z 259K followers, [----] engagements


"The average stock reporting earnings this season has seen a one-day absolute move of 6.65%. [---] of the [---] stocks that have reported have fallen 10%+ while [--] have risen 10%+"  
[X Link](https://x.com/bespokeinvest/status/2021997412739690927)  2026-02-12T17:18Z 259K followers, [----] engagements


"Japan $EWJ Utilities $XLU and Australia $EWA have been the top three performing key ETFs this week while Bitcoin $IBIT natural gas $UNG and Financials $XLF have been the worst"  
[X Link](https://x.com/bespokeinvest/status/2022134838644371541)  2026-02-13T02:24Z 259K followers, [----] engagements


"A quick snapshot of market technicals after a rough day for the major indices Join us at to read our daily commentary. http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022136625652727975)  2026-02-13T02:31Z 259K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: CPI Core CPI For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022277070097699154)  2026-02-13T11:50Z 259K followers, [----] engagements


"Software $IGV is basically flat over the last five years while the semis $SMH are up 228%:"  
[X Link](https://x.com/bespokeinvest/status/2022692514667311408)  2026-02-14T15:20Z 259K followers, 18.3K engagements


"The S&P [---] did something absolutely WILD this month: In under [--] weeks it swung from overbought to oversold to overbought and back to oversold. Dramamine anyone"  
[X Link](https://x.com/bespokeinvest/status/2022719691010060347)  2026-02-14T17:08Z 259K followers, 40.1K engagements

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