02/12/23 12:24 PM EST

THE MACRO SHOW | #COMMS EDITION (2/10/2023)

Andrew Freedman, CFA

THE MACRO SHOW | #cOMMS EDITION

We had the pleasure of hosting The Macro Show on Friday with Hedgeye Macro Analyst Ryan Ricci. We ran through the process and data that led us to the long META / short GOOGL call. We also answered questions from the audience.

THE MACRO SHOW | #COMMS EDITION (2/10/2023)

CLICK HERE TO ACCESS REPLAY AND SLIDE DECK

Cartoon of the Day

CHART OF THE DAY: Racing In The Rain + OODA (Observe, Orient, Decide, Act) Loop

Cartoon of the Day: Laughingstock

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

CHART OF THE DAY: Historic Volatility (One of the Largest $VIX Spikes Ever)

Feeling the Squeeze: How Surging Inflation is Affecting Everyday Life

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

Macro Monday 12/16/24: Inflation is Back, and Consensus is Catching Up

What Most Investors Get Wrong About Market Crashes—and How You Can Avoid the Next One

Know When to Get Out: Staying Ahead of Market Crashes

Cartoon of the Day: When Hell Freezes Over

Reducing Government Spending Is Key To Reduce Inflation

Cartoon of the Day: Head In the Clouds

CHART OF THE DAY: Russell 2000 Has Sucked the Tail Pipe of Alpha Generation

Cartoon of the Day: Reality Check

CHART OF THE DAY: We Continue to Buy Growth $QQQ While Shorting Bonds $TLT

Sign up for free: Hedgeye's Market Brief