Over the years, one of the major faults we have found with Wall Street prognosticators is that they start with their conclusion and then go find the data to support that conclusion. At Bespoke, we start with the data and then draw our conclusions, which rids our work of any personal sentiment that we might have.
The first annual Bespoke Report from Bespoke Investment Group is an analysis of all asset classes and how each of them are currently interacting with one another. This analysis forms the backbone of the scenarios that are likely to occur in the financial world in 2008. Today’s markets and the outlook for next year are being affected by a number of issues, all of which we pore over in detail in this report. Just some of the topics covered are stock seasonality, the election cycle, Fed easing cycles, recessions, dollar rallies, credit spreads, commodities, housing, hedge funds, valuations and technicals.
The Bespoke Report includes our outlook on the S&P 500 and which sectors we like and dislike in 2008.
We also provide a number of stock screens that highlight companies that should benefit from our findings.
Upon finishing this report, readers will be well aware of the issues at hand in 2008 and prepared for an environment that has been labeled by many as the toughest of their careers.
You must be a Bespoke Premium subscriber to receive The Bespoke Report 2008, so please subscribe today.
How about an unbiased critical review of the accuracy of the 2006 Bespoke Report? It would be interesting to know whether the Bespoke Report is a valuable reference.
Posted by: Jeffrey Lippert | December 28, 2007 at 10:05 AM