12/11/23 07:35 AM EST

CHART OF THE DAY: 'The Big Biden G' Base Effects Steepen Through Q3 2024

Keith McCullough

This chart from today's Early Look by Keith McCullough shows government spending base effects flipping from tailwinds to headwinds over the next year.

HELPFUL LINKS:

Join New Subscriber Orientation

Hedgeye University | Become a Better Investor

Hedgeye Education Center | Learn More About Hedgeye

WATCH | How to Make Money (& Protect Your Pile) Right Now

REPLAY | Our November Webcast Series: The Outlook

WATCH | Position Sizing A Long-Only Portfolio with Keith

New Product Alert: P.S. Insights

FREE Edition: 12/8 Momentum Stock Tracker

12/20/24 04:45 PM EST

Cartoon of the Day

12/20/24 08:29 AM EST

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

12/19/24 03:48 PM EST

Cartoon of the Day: Laughingstock

View More Macro Insights

12/19/24 08:09 AM EST

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

12/18/24 02:29 PM EST

Feeling the Squeeze: How Surging Inflation is Affecting Everyday Life

12/18/24 08:42 AM EST

Cartoon of the Day: Head In the Clouds

View More Macro Insights

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

Market Insights

CHART OF THE DAY: 'The Big Biden G' Base Effects Steepen Through Q3 2024

HELPFUL LINKS:

Cartoon of the Day

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

Cartoon of the Day: Laughingstock

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

Feeling the Squeeze: How Surging Inflation is Affecting Everyday Life

Cartoon of the Day: Head In the Clouds

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

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

Reducing Government Spending Is Key To Reduce Inflation

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