07/29/24 07:50 AM EDT

CHART OF THE DAY: Generate Alpha In Any Environment

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

As for stocks, despite the consensus positioning carnage in US Equities, it was actually a very good week for us (relative and absolute) in terms of how we’re positioned in Global Equities. Here were our top winners:

A) US Utilities (XLU) were up another +1.5% for us
B) US Healthcare (XLV) was up another +1.4% for us
C) India’s Stock Market (INDA) was up another +1.9% for us towards all-time highs
D) Germany’s Stock Market (EWG) was up +1.4% for us

CHART OF THE DAY: Generate Alpha In Any Environment

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

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