Bespoke

Long-term investing isn't about timing. It's about time. WATCH:

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The S&P 500 Equal Weight $RSP quietly broke out to new highs to end the week.

End of an Era. bespokepremium.com/interactive/po…

Goodbye Chair Powell. Good Riddance or Good Job? open.substack.com/pub/bespokeinv…

US household ownership of corporate stocks and mutual funds now totals $58 trillion, which far exceeds real estate assets totaling $48 trillion @bespokeinvest

Read today's Morning Lineup at bespokepremium.com/interactive/po…

Must-read analysis of the upcoming SpaceX $SPCX IPO and how big (or little) it might impact the major indices because of its expected giant market cap. You can read it in today's Bespoke Morning Lineup here: bespokepremium.com/interactive/po…

Earnings Season into Summer Season - Morning Market Note - 5/22/26 open.substack.com/pub/bespokeinv…

Israel $EIS remains the top performing country ETF in our asset class matrix so far in 2026, with a gain of 20.6%. Brazil $EWZ ranks 2nd at +16.5%. India $INDA is by far the worst with a YTD decline of 11.1%.

The "AI Doom" data stocks have seen a big bounce over the last week:

Michigan Sentiment drops at 10:00 AM ET.

Fed Governor Waller speaks about the economy at 10:00 AM ET, with Baker Hughes Rig Count to release at 1:00 PM.

BJ's Wholesale $BJ, Booz Allen Hamilton $BAH, and Frontline $FRO round out this week's earnings reports before tomorrow's open.

Check out our Q1 2027 Conference Call Recap for NVIDIA $NVDA at bespokepremium.com/interactive/po…

Check out our Q2 2026 Conference Call Recap for Toll Brothers $TOL at bespokepremium.com/interactive/po…

Check out our Q1 2026 Conference Call Recap for CAVA $CAVA at bespokepremium.com/interactive/po…

Since the Iran War began at the end of February, the S&P 500 is up 8%, while the average Consumer Discretionary and Consumer Staples stock is down 9.5%.

To see a full list of triple plays, visit our Earnings Triple Plays page at bespokepremium.com/interactive/tr…

EnerSys $ENS reported its first triple play since 2018 last night, and shares are up 10%+ in reaction.

NVIDIA $NVDA reported its third consecutive triple play and 19th since 2020. Shares are currently in the red.