MACRO

CHART OF THE DAY: Election Aftermath

Below is our "Chart of the Day" and a brief excerpt from today's Early Look written by our Risk-Manager-In-Chief Keith McCullough.

There’s not much else to write or rant about. We did what we needed to do for The Fam heading into perceived US Election “event risk.” Evidently the risk was not positioning Long Asset Inflation. The consensus “hedged pot” didn’t boil.

And our Bitcoin and Solana Asset Allocations just went roof!

CHART OF THE DAY: Election Aftermath - chrtttt11

Latest Macro Insights
07/18/25 12:03 PM EDT

McCullough: Dollar Flips TRADE Bullish, But TREND Still Bearish

07/18/25 08:25 AM EDT

CHART OF THE DAY: The US Dollar Goes to Bullish TRADE While Staying Bearish TREND

07/18/25 08:12 AM EDT

Cartoon of the Day

View More Macro Insights
07/17/25 08:14 AM EDT

Cartoon of the Day

07/17/25 08:14 AM EDT

CHART OF THE DAY: Top 10 Holdings in our Long Only Retirement Account

07/16/25 07:34 AM EDT

Cartoon of the Day

View More Macro Insights
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CHART OF THE DAY: Top 10 Holdings in our Long Only Retirement Account

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Market Insights

Risk to Fed Independence in Pending Court Case

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How Keynesians Got The U.S. Economy Wrong… Again

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Petillo: “Expectations Are Way Too Low” on $ULTA
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