Bull Dogs
Along with staying on top of the AI boom over the last few years, we’ve also tried to look elsewhere for ideas at various points in time.
Bespoke’s Substack
Insightful independent stock market research for investors of any size or strategy.
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Latest episodes
Memory: The Sector With No Memory
There’s an old Saturday Night Live sketch called “Mr.
Cracker Barrel (CBRL) Back to Pre-Logo Change Levels
Below is a snapshot of 30 restaurant stocks sorted by year-to-date performance.
Hovering Near Highs - Morning Market Note - 8/17/26
“I generally avoid temptation unless I can’t resist it.” – Mae West
Morning Market Note - 8/14/26
"We have resolved to pave the way for a grand peace for all generations to come by enduring the unendurable and bearing the unbearable." - Emperor Hirohito, 8/14/1945
Morning Market Note - 8/13/26
"Genius sees the answer before the question." - J.
Million Dollar Home Sales Up to 8.3%
Yesterday’s release of US Existing Home Sales for July came in slightly stronger than expected.
Doubly-Good Guidance - Morning Market Note - 8/12/26
Below we focus on year-to-date performance for the eleven major S&P 500 sector ETFs.
Nearly a Third of Tech Has Raised Guidance
With more than 1,500 companies already reporting their Q2 numbers, we can confidently say that this has been one of the strongest earnings seasons relative to expectations in the last couple of decades.
The 3.5% Line
Below is an in-depth and helpful analysis of historical stock market returns based on various levels of inflation ahead of tomorrow’s July CPI release. Subscribe to read it! Read more
Space Stocks
SpaceX (SPCX) has started to show signs of life again after trading down nearly every day in July.
Morning Market Note - 8/11/26
"Never trust a computer you can't throw out a window." - Steve Wozniak
Morning Market Note - 8/10/26
"You can't sit on the lid of progress.
SharkNinja (SN) Keeps Eating
SharkNinja (SN) could be the title of a B-movie with a wild plot, or it could even be the name of a penny-stock company with a technology nobody understands.
Does CAKE Take the Cake?
Along with a recent feature on home-appliance behemoth SharkNinja (SN), today we wanted to feature another consumer-related company that reported a big earnings triple play this quarter: Cheesecake Factory (CAKE).
TGIF???? - Morning Market Note - 8/7/26
“I know it's impossible.
Why This Has Been an A+ Earnings Season
With over 1,100 reports so far this earnings season, we’ve got a lot of data to assess how things are looking.
Tech Leads the Week's Winners - Morning Market Note - 8/6/26
“Sometimes people let the same problem make them miserable for years when they could just say, So what.” – Andy Warhol
Tech Takes Back Off
As we discussed in today’s Chart of the Day, the S&P 500 went from oversold to extremely overbought in a very short span.
NVIDIA (NVDA) Ties a Record Run
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