07/31/24 07:49 AM EDT

CHART OF THE DAY: Beat The Crowd

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

So… giddy up and buy some QQQs pre-market into the month-end markup and “Fed Rate Cut” headlines? A: Nope.

Why did we start allocating our hard-earned capital to Gold, Bonds, Utilities (XLU), etc.?

A) In #Quads 3 & 4, that’s what the back-test says we should consider doing … and
B) My #VASP Signals confirmed we should be buying every damn dip in those Core Asset Allocations

CHART OF THE DAY: Beat The Crowd

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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