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

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +78%

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

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +32%
- X Year XXXXX +28%

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

- X Week XXXXXXX +0.11%
- X Month XXXXXXX +0.65%
- X Months XXXXXXX +7.20%
- X Year XXXXXXX +17%

### CreatorRank: XXXXXXX [#](/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)  #3679 [finance](/list/finance)  #5357 [cryptocurrencies](/list/cryptocurrencies)  #728 [technology brands](/list/technology-brands)  XXXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #2319, [bitcoin](/topic/bitcoin) #337, [events](/topic/events) #2120, [$nvda](/topic/$nvda) #2817, [$wmt](/topic/$wmt) #1281, [$aapl](/topic/$aapl) #252, [$hd](/topic/$hd) 2.68%, [nvda](/topic/nvda) 2.68%, [costco](/topic/costco) #527, [$cost](/topic/$cost) #22

**Top accounts mentioned or mentioned by**
[@eyad_ali_saif](/creator/undefined) [@shortalgotrades](/creator/undefined) [@financeintelhub](/creator/undefined) [@theresetan7279](/creator/undefined) [@themarketstats](/creator/undefined) [@secsenseai](/creator/undefined) [@william_r2rclub](/creator/undefined) [@michaeljburry](/creator/undefined) [@squawkcnbc](/creator/undefined) [@pg6z5gbt_u2rvl](/creator/undefined) [@szczypkatom](/creator/undefined) [@mikezaccardi](/creator/undefined) [@lil_uzi_squiirt](/creator/undefined) [@hueychuckles](/creator/undefined) [@theoptpremium](/creator/undefined) [@salatthebeach](/creator/undefined) [@kacper_pk_ch](/creator/undefined) [@riekiguztyc](/creator/undefined) [@burnlistnotice](/creator/undefined) [@b_radriffs](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Walmart, Inc. (WMT)](/topic/$wmt) [Apple, Inc. (AAPL)](/topic/$aapl) [Home Depot, Inc. (HD)](/topic/$hd) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [KEYS (KEYS)](/topic/$keys) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Colgate-Palmolive Company (CL)](/topic/colgatepalmolive) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Franklin Resources, Inc. (BEN)](/topic/$ben) [Convex Finance (CVX)](/topic/$cvx) [Flare (FLR)](/topic/$flr) [Amer Sports, Inc. (AS)](/topic/$as) [Medtronic PLC (MDT)](/topic/medtronic) [Measurable Data Token (MDT)](/topic/$mdt) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Five Below, Inc. (FIVE)](/topic/$five) [Snowflake, Inc. (SNOW)](/topic/$snow) [iShares BTC Trust (IBIT)](/topic/$ibit) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Woodward, Inc. (WWD)](/topic/$wwd) [Zoom Video Communications Inc (ZM)](/topic/$zm) [CVS Health Corp (CVS)](/topic/cvs) [Donaldson Company, Inc. (DCI)](/topic/$dci) [Kroger Co (KR)](/topic/kroger) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Decentral Games (DG)](/topic/$dg) [Cooper Companies, Inc. (COO)](/topic/$coo) [The Toronto-Dominion Bank (TD)](/topic/toronto-dominion-bank) [Hormel Foods Corp (HRL)](/topic/$hrl) [Docusign Inc (DOCU)](/topic/$docu) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Honeywell International Inc (HON)](/topic/honeywell) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Valero Energy Corporation (VLO)](/topic/$vlo) [Tractor Supply Co (TSCO)](/topic/$tsco) [ADT, Inc. (ADT)](/topic/$adt) [American Airlines Group Inc (AAL)](/topic/$aal) [FLEX Coin (FLEX)](/topic/$flex) [Heroes of NFT (HON)](/topic/$hon) [Intel Corporation (INTC)](/topic/$intc) [Blackstone, Inc. (BX)](/topic/$bx) [Dow Inc (DOW)](/topic/$dow) [Weyerhaeuser Co (WY)](/topic/$wy) [FLEX (FLEX)](/topic/flex-flex) [Mohawk Industries, Inc. (MHK)](/topic/$mhk) [Newmont Corporation (NEM)](/topic/$nem) [WW Grainger Inc (GWW)](/topic/$gww) [Imperial Oil Limited (IMO)](/topic/$imo) [Oshkosh Corp. (OSK)](/topic/$osk) [Ares Protocol (ARES)](/topic/$ares)
### Top Social Posts
Top posts by engagements in the last XX hours

"Key Earnings Reports on Monday Before the Open: None After the Close: Agilent $A Keysight $KEYS Symbotic $SYM Woodward $WWD Zoom Communications $ZM For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1991997550505926918)  2025-11-21T22:30Z 256K followers, 7709 engagements


"Key Events Tomorrow CVS $CVS Investor Day Goldman Financial Services Conference UBS Media Conference For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1998159402973425960)  2025-12-08T22:35Z 256K followers, 6978 engagements


"The Utilities sector $XLU has gone from "first to worst" over the last few weeks. Now extreme oversold X stocks above 50-DMAs a breakdown in the % above 200-DMAs new lows in relative strength"  
[X Link](https://x.com/bespokeinvest/status/1998384525861093732)  2025-12-09T13:29Z 256K followers, 10.1K engagements


"Just after we published this yesterday"  
[X Link](https://x.com/bespokeinvest/status/1998465604865400843)  2025-12-09T18:51Z 256K followers, 15.2K engagements


"Key Earnings Reports Tomorrow Before the Open: Brown-Forman $BF.B Dollar General $DG Donaldson $DCI Hormel Foods $HRL Kroger $KR Toronto-Dominion Bank $TD After the Close: Cooper $COO DocuSign $DOCU Hewlett Packard $HPE Stitch Fix $SFIX Ulta Beauty $ULTA For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1996346330906558474)  2025-12-03T22:30Z 256K followers, 6520 engagements


"Whoa. Softbank has been on a wild ride. Over the last XX trading days it has had 5%+ daily moves XX times"  
[X Link](https://x.com/bespokeinvest/status/1996580821587677398)  2025-12-04T14:02Z 256K followers, 5737 engagements


"Key Economic Indicators on Tap Today (ET) X AM: NFIB Small Business Optimism XX AM: JOLTS For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1998359722517250127)  2025-12-09T11:51Z 256K followers, 5659 engagements


"Utilities have fallen hard since mid-October breaking their uptrend hitting new relative-strength lows and sending all the stocks in the sector below their 50-DMAs. Even with the power demands of AI $XLU vs $XLK is not even close Read today's Morning Lineup at"  
[X Link](https://x.com/bespokeinvest/status/1998403250723180826)  2025-12-09T14:43Z 256K followers, 6091 engagements


"Note the series of higher highs and higher lows since Bitcoin $BTC made its recent low in November. This is how downtrends break and new uptrends form"  
[X Link](https://x.com/bespokeinvest/status/1998440670835388439)  2025-12-09T17:12Z 256K followers, 6238 engagements


"JPMorgan Chase is having its worst day since the week of the tariff-tantrum after Liberation Day. $JPM"  
[X Link](https://x.com/bespokeinvest/status/1998475525715538416)  2025-12-09T19:31Z 256K followers, 7002 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"  
[X Link](https://x.com/bespokeinvest/status/1948133521555329039)  2025-07-23T21:30Z 255.9K followers, 7443 engagements


"Key Earnings Reports Tomorrow Before the Open: Ares Management $ARES Franklin Resources $BEN Cboe Global Markets $CBOE Church & Dwight $CHD Colgate-Palmolive $CL Chevron $CVX Dominion Energy $D Fluor $FLR W.W. Grainger $GWW Imperial Oil $IMO Kimberly-Clark $KMB LyondellBasell $LYB Oshkosh $OSK Regeneron Pharma $REGN Exxon Mobil $XOM After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1951032626623496490)  2025-07-31T21:30Z 256K followers, 6769 engagements


"These are the XX stocks that reported earnings triple plays since yesterday's close: $ACIW: ACI Worldwide ($0.35 EPS vs. $XXXX est. $401.3M rev vs. $380.56M est. guidance raised). Powers digital payments & banking solutions. $APP: AppLovin ($2.39 EPS vs. $XXXX est. $1259M rev vs. $1224.37M est. guidance raised). Mobile app marketing & monetization platform. $ATO: Atmos Energy ($1.16 EPS vs. $XXXX est. $839M rev vs. $822.15M est. guidance raised). Natural gas distribution & storage. $CTVA: Corteva ($2.20 EPS vs. $XXXX est. $6456M rev vs. $6270.14M est. guidance raised). Global agriculture &"  
[X Link](https://x.com/bespokeinvest/status/1953428598238384177)  2025-08-07T12:10Z 256K followers, 8162 engagements


"Key Earnings Reports Tomorrow Before the Open: Amer Sports $AS Home Depot $HD Medtronic $MDT Viking $VIK After the Close: Jack Henry $JKHY James Hardie $JHX Keysight $KEYS La-Z-Boy $LZB Sociedad Quimica y Minera $SQM Toll Brothers $TOL For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1957555605759000753)  2025-08-18T21:30Z 255.9K followers, 8582 engagements


"Interesting that the most correlated non-Tech stocks with NVIDIA $NVDA over the last three months have all been Financials like Robinhood $HOOD Piper Sandler $PIPR and Carlyle $CG"  
[X Link](https://x.com/bespokeinvest/status/1960315769872437478)  2025-08-26T12:17Z 255.9K followers, 8819 engagements


"Home Depot $HD and Lowe's $LOW have been red hot lately with both breaking out to end last week on the "lower rates" trade"  
[X Link](https://x.com/bespokeinvest/status/1965034886915666282)  2025-09-08T12:50Z 255.9K followers, 54.3K engagements


"Key Earnings Reports Tomorrow Before the Open: Lamb Weston $LW Paychex $PAYX United Natural Foods $UNFI After the Close: Nike $NKE For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1972775896437109069)  2025-09-29T21:30Z 256K followers, 8178 engagements


"Key Earnings Reports Tomorrow Before the Open: Ally Financial $ALLY American Express $AXP Autoliv $ALV Comerica $CMA Fifth Third $FITB Huntington Bancshares $HBAN Regions Financial $RF SLB $SLB State Street $STT Truist $TFC After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978936488453632342)  2025-10-16T21:30Z 256K followers, 8436 engagements


"Key Earnings Reports on Monday Before the Open: Carter's $CRI Keurig Dr Pepper $KDP After the Close: Alexandria Real Estate Equities $ARE Amkor $AMKR Avis Budget $CAR Bed Bath & Beyond $BBBY Cadence Design $CDNS Nucor $NUE For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1981835716935012639)  2025-10-24T21:30Z 256K followers, 8041 engagements


"Today was the S&P's worst breadth day ever for an "up" day. Since 1990 the S&P has never had weaker breadth on a day that it closed positive. The index closed up XXXX% with a net advance/decline line of -XXX. There were XXX stocks up and XXX down. 🤮"  
[X Link](https://x.com/bespokeinvest/status/1983276195413446690)  2025-10-28T20:54Z 255.9K followers, 1.3M engagements


"These are the XX stocks (out of 410) that have gained more than XX% 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 255.9K followers, 6225 engagements


"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV AGCO $AGCO Aon $AON Cboe Global Markets $CBOE Church & Dwight $CHD Colgate-Palmolive $CL Canadian National Rail $CNI Chevron $CVX Lear $LEA Linde $LIN LyondellBasell $LYB nVent Electric $NVT Newell Brands $NWL T. Rowe Price $TROW Exxon Mobil $XOM After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1984010044053111095)  2025-10-30T21:30Z 256K followers, 10.2K 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"  
[X Link](https://x.com/bespokeinvest/status/1985474694934401064)  2025-11-03T22:30Z 256K followers, 11.2K 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"  
[X Link](https://x.com/bespokeinvest/status/1986561733469557025)  2025-11-06T22:30Z 255.9K followers, 8221 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"  
[X Link](https://x.com/bespokeinvest/status/1988373798219816964)  2025-11-11T22:30Z 256K followers, 9073 engagements


"Akamai $AKAM has had a good few days"  
[X Link](https://x.com/bespokeinvest/status/1988608402227171356)  2025-11-12T14:02Z 256K followers, 6274 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"  
[X Link](https://x.com/bespokeinvest/status/1989460835576549651)  2025-11-14T22:30Z 255.9K followers, 8094 engagements


"Oracle $ORCL CDS (credit default swaps) priced at XXXXX means it costs $XXXXXX per year to insure $10000 of Oracle debt against default for the duration of the 5-year contract"  
[X Link](https://x.com/bespokeinvest/status/1990833309962658236)  2025-11-18T17:23Z 255.9K followers, 8019 engagements


"Key Earnings Reports Tomorrow Before the Open: Bath & Body Works $BBWI Construction Partners $ROAD Jacobs Solutions $J MAXIMUS $MMS NetEase $NTES Vipshop $VIPS Walmart $WMT Warner Music $WMG After the Close: Copart $CPRT Gap $GAP Intuit $INTU Post $POST Ross Stores $ROST For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1991272778578657771)  2025-11-19T22:30Z 256K followers, 8638 engagements


"Key Events on Monday (ET) Apollo $APO Business Update For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1991999311886876709)  2025-11-21T22:37Z 256K followers, 8105 engagements


"Key Events Tomorrow (ET) Before the Open: Abercrombie & Fitch $ANF Alibaba $BABA Analog Devices $ADI Best Buy $BBY Burlington Stores $BURL Dick's Sporting Goods $DKS J.M. Smucker $SJM Kohl's $KSS After the Close: Dell $DELL HP $HPQ NetApp $NTAP Nutanix $NTNX Petco $WOOF Urban Outfitters $URBN Workday $WDAY For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1993084715079807480)  2025-11-24T22:30Z 256K followers, 7469 engagements


"Key Economic Indicators on Tap Today (ET) XX AM: Richmond Fed Consumer Confidence Pending Home Sales For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1993286168415195224)  2025-11-25T11:50Z 256K followers, 8986 engagements


"Here's a snapshot of eight mega-caps as we get set for the last month of 2025. Four are above their 50-DMAs and four below. How do you think this snapshot will look at year end $AMZN $AAPL $AVGO $GOOGL $NVDA $MSFT $META $TSLA"  
[X Link](https://x.com/bespokeinvest/status/1995125369783894349)  2025-11-30T13:38Z 256K followers, 9446 engagements


"What sparked this $4k drop for Bitcoin $BTC around 7-8 PM ET last night"  
[X Link](https://x.com/bespokeinvest/status/1995483689967304999)  2025-12-01T13:22Z 256K followers, 18.7K engagements


"Key Earnings Reports Tomorrow Before the Open: Bank of Nova Scotia $BNS Signet Jewelers $SIG After the Close: American Eagle $AEO Box $BOX CrowdStrike $CRWD Marvell $MRVL Okta $OKTA Pure Storage $PSTG For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1995621555276021774)  2025-12-01T22:30Z 256K followers, 6757 engagements


"Apple $AAPL + Walmart $WMT or NVIDIA $NVDA + Costco $COST"  
[X Link](https://x.com/bespokeinvest/status/1995841264009576904)  2025-12-02T13:03Z 256K followers, 6953 engagements


"The Nasdaq has done very well since the launch of ChatGPT but look at how long it has been since the rolling three-year return was negative"  
[X Link](https://x.com/bespokeinvest/status/1995854992805429577)  2025-12-02T13:58Z 256K followers, 5792 engagements


"OpenAI has declared a code red as competition intensifies. Since ChatGPT's release the Nasdaq has rallied more than XXX% extending its record streak of positive three-year returns thats been intact since 2011. Read today's Morning Lineup at"  
[X Link](https://x.com/bespokeinvest/status/1995862025084502264)  2025-12-02T14:26Z 255.9K followers, 6140 engagements


"Key Earnings Reports Tomorrow Before the Open: Dollar Tree $DLTR Macy's $M After the Close: Five Below $FIVE PVH $PVH Salesforce $CRM Snowflake $SNOW UiPath $PATH For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1995983819283869981)  2025-12-02T22:30Z 255.9K followers, 6126 engagements


"The long Apple $AAPL and Walmart $WMT trade has been on 🔥 lately"  
[X Link](https://x.com/bespokeinvest/status/1996199336909422957)  2025-12-03T12:46Z 256K followers, 6100 engagements


"The SOX has rallied over XX% since the 11/20 low. All XX stocks in the index are higher but the worst performer has been Nvidia. $NVDA"  
[X Link](https://x.com/bespokeinvest/status/1996220762894586043)  2025-12-03T14:11Z 256K followers, 6325 engagements


"The Philadelphia Semiconductor Index is up XXXX% since its 11/20 closing low. The only stock in the index that's down during that span is Nvidia. $NVDA"  
[X Link](https://x.com/bespokeinvest/status/1996319724993425829)  2025-12-03T20:44Z 256K followers, 7334 engagements


"Shares of Five Below have gapped up on each of its last five earnings reaction days but then sold off from the open to close on each of those days. $FIVE"  
[X Link](https://x.com/bespokeinvest/status/1996322409310257315)  2025-12-03T20:55Z 255.9K followers, 7127 engagements


"Snowflake has had some big gains in reaction to its last four earnings reports and shares have doubled during the current streak. $SNOW"  
[X Link](https://x.com/bespokeinvest/status/1996323505877430494)  2025-12-03T20:59Z 255.9K followers, 7118 engagements


"Softbank $SFTBY shares are rallying as it plans to increase its investment in OpenAI. The stock has been on a rollercoaster swinging down XX% from its high in late October yet still XX% above its 200-DMA. Read today's Morning Lineup at"  
[X Link](https://x.com/bespokeinvest/status/1996586661627535434)  2025-12-04T14:25Z 255.9K followers, 6213 engagements


"Key Earnings Reports Tomorrow Before the Open: $VSCO After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1996708718713397252)  2025-12-04T22:30Z 256K followers, 7086 engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Personal Income (Sept) Personal Spending (Sept) PCE MoM (Sept) PCE Core MoM (Sept) XX AM: Michigan Sentiment For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1996909919526903882)  2025-12-05T11:50Z 256K followers, 6992 engagements


"Quote of the Day - "What America needs now is a drink." Franklin Roosevelt 12/5/33"  
[X Link](https://x.com/bespokeinvest/status/1996938227849347510)  2025-12-05T13:42Z 256K followers, 8767 engagements


"Would you believe that the most correlated S&P 1500 non-Tech stock with Apple $AAPL over the last year has been Macy's $M"  
[X Link](https://x.com/bespokeinvest/status/1996975357908427179)  2025-12-05T16:10Z 256K followers, 6388 engagements


"Walmart's CEO Doug McMillon said on @SquawkCNBC this AM that AI will drive big changes to the user experience on $WMT's website/app including that if you're browsing for fun it may look more like TikTok. 👀"  
[X Link](https://x.com/bespokeinvest/status/1998379725664985432)  2025-12-09T13:10Z 256K followers, 5529 engagements


"Boeingcoin Boeing $BA has been the most correlated S&P XXX stock with the iShares Bitcoin ETF $IBIT over the last year:"  
[X Link](https://x.com/bespokeinvest/status/1998488190743650564)  2025-12-09T20:21Z 256K followers, 6239 engagements


"The equally weighted $XRT retailer ETF is now down XX% from highs while the cap-weighted $RTH is down just XXX% from highs. Amazon $AMZN Walmart $WMT and Costco $COST make up nearly XX% of $RTH. RTH is up XXXX% YTD vs. a decline of X% for XRT"  
[X Link](https://x.com/bespokeinvest/status/1986497053418266836)  2025-11-06T18:12Z 256K followers, 7758 engagements


"Key Earnings Reports Tomorrow Before the Open: Aecom Tech $ACM Amer Sports $AS Baidu $BIDU BellRing Brands $BRBR Energizer $ENR Home Depot $HD James Hardie $JHX Medtronic $MDT PDD $PDD After the Close: Helmerich & Payne $HP La-Z-Boy $LZB Sociedad Quimica y Minera $SQM For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1990548125128208819)  2025-11-17T22:30Z 256K followers, 8557 engagements


"Building materials supplier Builders FirstSource $BLDR is now in a 50%+ drawdown. Traded above $XXX in early 2024. Now below $100/share"  
[X Link](https://x.com/bespokeinvest/status/1990806920207224976)  2025-11-18T15:38Z 256K followers, 6853 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 256K followers, 220K engagements


"Another weak breadth stat: The S&P XXX is more than X 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 256K followers, 87.2K engagements


"Why are boomers so down Counter to the recent narrative that young consumers are struggling November Consumer Confidence among those under XX jumped to its highest level since July 2023 while confidence among those XX and older hit its lowest level since January 2021 and the third-lowest reading in the last ten years"  
[X Link](https://x.com/bespokeinvest/status/1993785009015009516)  2025-11-26T20:52Z 256K followers, 15.1K engagements


"Boomers not Gen Z appear to be the biggest reason why consumer confidence is so low. Whats the reason The under-35 cohort just saw confidence hit new near-term highs while 55+ is right at 10-year lows"  
[X Link](https://x.com/bespokeinvest/status/1994114679119991086)  2025-11-27T18:42Z 256K followers, 9928 engagements


"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Stockpiles XX 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"  
[X Link](https://x.com/bespokeinvest/status/1996347589482946958)  2025-12-03T22:35Z 256K followers, 6827 engagements


"Key Events on Monday Deere $DE Investor Day NextEra Energy $NEE Investor Day UBS Media Conference For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1997072365172162996)  2025-12-05T22:35Z 256K followers, 7311 engagements


"After a X% bounce in late November Costco $COST has reversed lower and is back to new one-year lows this morning"  
[X Link](https://x.com/bespokeinvest/status/1998059017906655239)  2025-12-08T15:56Z 256K followers, 14.4K engagements


"Bitcoin (IBIT) After Hours vs. Intraday"  
[X Link](https://x.com/bespokeinvest/status/1998113983619010933)  2025-12-08T19:34Z 256K followers, 6686 engagements


"Key Earnings Reports Tomorrow Before the Open: Academy Sports $ASO AutoZone $AZO Caleres $CAL Campbell Soup $CPB Core & Main $CNM Ferguson $FERG G-III Apparel $GIII Korn Ferry $KFY Ollies Bargain Outlet $OLLI After the Close: AeroVironment $AVAV Casey's General $CASY Cracker Barrel $CBRL GameStop $GME For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1998158270666555638)  2025-12-08T22:30Z 256K followers, 7170 engagements


"What's gotten into Bitcoin this morning"  
[X Link](https://x.com/bespokeinvest/status/1998425682377109620)  2025-12-09T16:13Z 256K followers, 9340 engagements


"Since the iShares Bitcoin ETF $IBIT began trading had you only owned it after hours (buy the close sell the next open) it's up 222%. Had you only owned intraday (buy the open sell the close) it's down 40.5%. (Past performance is no guarantee of future results.)"  
[X Link](https://x.com/bespokeinvest/status/1998466765295136947)  2025-12-09T18:56Z 256K followers, 7553 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"  
[X Link](https://x.com/bespokeinvest/status/1998520536742166535)  2025-12-09T22:30Z 256K followers, 5384 engagements


"Key Events Tomorrow (ET) X PM: FOMC Rate Decision FOMC SEP 2:30 PM: Powell Press Conference Investor Days: Cognex $CGNX United Natural Foods $UNFI Conferences: Barclays Technology Conference Goldman Financial Services Conference For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1998521790876762615)  2025-12-09T22:35Z 256K followers, 5424 engagements