Market Insights

03/07/24 03:49 PM EST

Cartoon of the Day: A Tale of Two Economies

It was the best of times. It was the worst of times.

It was the age of U.S. GDP acceleration. It was the age of exorbitant government spending.

It was the season of "cooling inflation." It was the season of unaffordable cheeseburgers.

Ten S&P stocks were going to the moon. The rest were all going direct the other way.

HELPFUL LINKS:

Recap | Free All Access Week 2/26-3/1

Join New Subscriber Orientation

New Conference: Hedgeye Live 2024 May 2-5

Hedgeye University | Become a Better Investor

Hedgeye Education Center | Learn More About Hedgeye

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

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