Market Insights

07/08/24 07:38 AM EDT

CHART OF THE DAY: Large Cap Growth Outpacing Small Caps

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

Riding #Quad3 QUALITY and LARGE CAP GROWTH remain obvious winners vs. Short (or underweight) SMALL CAP, SLOW GROWTH Factor Exposures:

A) Top 25% SALES GROWTH (SP500 Companies) were +1.2% on the week
B) Bottom 25% SALES GROWTH (SP500 Companies) were down -1.0% on the week

*Mean performance of Top Quartile vs. Bottom Quartile, SP500 Companies

10/04/24 04:24 PM EDT

Cartoon of the Day: USS Leaks

10/04/24 08:13 AM EDT

CHART OF THE DAY: Real World Inflation Exploding

10/03/24 05:29 PM EDT

Keith McCullough Sounds Off on US Dollar Destruction

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10/03/24 03:39 PM EDT

Cartoon of the Day: Not a Math Guy

10/03/24 11:42 AM EDT

14-Minute Macro Masterclass: Building A Go-Anywhere Macro Portfolio

10/03/24 11:25 AM EDT

How A Pro Constructs A Portfolio And Invests Over The Full Investing Cycle

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CHART OF THE DAY: Real World Inflation Exploding

Keith McCullough Sounds Off on US Dollar Destruction

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CHART OF THE DAY: Inflation's Re-Acceleration Timeline

McCullough: This Is ‘One of the Biggest Moves in the History of Macro’

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