Market Insights

07/01/24 07:51 AM EDT

CHART OF THE DAY: #HFL Inflation Here To Stay

Below is our "Chart of the Day" and a brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.

Despite the TRADE duration breakdown in Natty Gas, check out this Energy INFLATION in the last month:

Heating Oil = +11.2%
Urals Oil = +9.2%
Propane = +6.8%

Yes, Propane matters to a lot of people. It back-tests as relevant in our INFLATION Nowcast too.

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