Author
@bespokeinvest bespokeinvest
Institutional research desk publishing rigorous original breadth and earnings-quality data
Publish reproducible quantitative market data — breadth dive
trader score
-0.89
hit rate
45%
mean α
-0.50%
signals 14d
189
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, -0.50% mean alpha, trader score -0.89. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 113 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @bespokeinvest | · | The author warns that fed-funds expectations are unstable and can change materially within a week. | · | tweet ↗ |
| 2026-08-28 | MSFT | @bespokeinvest | +0.50 | Tech drove most S&P 500 market-cap gains, with Microsoft and Nvidia accounting for more than the sector's net increase. | — | tweet ↗ |
| 2026-08-28 | NVDA | @bespokeinvest | +0.50 | Tech drove most S&P 500 market-cap gains, with Microsoft and Nvidia accounting for more than the sector's net increase. | — | tweet ↗ |
| 2026-08-28 | SPX | @bespokeinvest | +0.25 | Tech drove most S&P 500 market-cap gains, with Microsoft and Nvidia accounting for more than the sector's net increase. | · | tweet ↗ |
| 2026-08-28 | · | @bespokeinvest | · | Chicago PMI missed at 47.1 versus 57.9 expected while Michigan Sentiment beat forecasts at 51.7. | · | tweet ↗ |
| 2026-08-28 | SPX | @bespokeinvest | +0.00 | The 22 largest S&P 500 stocks have a larger combined market cap than the smallest 478 constituents. | · | tweet ↗ |
| 2026-08-28 | · | @bespokeinvest | · | The author reports that most Case-Shiller home-price series have returned to record highs. | · | tweet ↗ |
| 2026-08-28 | · | @bespokeinvest | · | September rate-hike odds rose from roughly 33% to 56% after Warsh's Jackson Hole speech. | · | tweet ↗ |
| 2026-08-28 | · | @bespokeinvest | · | Provides the scheduled release times for Chicago PMI and Michigan Sentiment. | · | tweet ↗ |
| 2026-08-27 | · | @bespokeinvest | · | States the scheduled time for tomorrow's Baker Hughes Rig Count. | · | tweet ↗ |
| 2026-08-27 | FRO | @bespokeinvest | +0.00 | Identifies Frontline as tomorrow's only notable premarket earnings report. | +1.0% | tweet ↗ |
| 2026-08-27 | · | @bespokeinvest | · | Reports Japanese industrial-robot machine orders rose 25% year over year. | · | tweet ↗ |
| 2026-08-27 | TEAM | @bespokeinvest | +0.45 | Reports Atlassian has risen 224.8% since April 10. | +2.6% | tweet ↗ |
| 2026-08-27 | SPX | @bespokeinvest | -0.20 | Reports the S&P 500 ten-day advance-decline line at its lowest since May. | · | tweet ↗ |
| 2026-08-27 | · | @bespokeinvest | · | Publishes an update to a proprietary basket of 50 growth stocks. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.