Market Insights

11/21/24 08:19 AM EST

CHART OF THE DAY: US Debt Spiraling

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.

Debt vs. GDP: Today’s Chart of the Day (borrowed from our recent Bitcoin deck, slide 29) illustrates U.S. debt-to-GDP trends since 1962. For decades, this ratio remained relatively stable—until the Global Financial Crisis (GFC), when deficit spending surged and never slowed. The pandemic triggered another acceleration in spending and borrowing.

01/17/25 11:58 AM EST

Cartoon of the Day: Sound Advice

01/17/25 08:51 AM EST

CHART OF THE DAY: Argentina Has Been One of the Best Assets to Be Long In All of Global Macro $ARGT

01/16/25 02:07 PM EST

The Old Rules of Investing Are Dead. Investors Who Don't Adapt Will Fail.

View More Macro Insights

01/16/25 11:52 AM EST

9 Market Trends Every Investor Should Know in 2025—From Two Veteran Hedge Fund Managers

01/16/25 09:52 AM EST

Cartoon of the Day: Stinky Gas

01/16/25 07:41 AM EST

CHART OF THE DAY: $EWZ vs. $ARGT Indexed to 2011

View More Macro Insights

The Old Rules of Investing Are Dead. Investors Who Don't Adapt Will Fail.

9 Market Trends Every Investor Should Know in 2025—From Two Veteran Hedge Fund Managers

Stock Spotlight: Restoration Hardware Gains +30% in 3 Months—Why We're Still Bullish

Macro Insights: Protecting Your Portfolio Against (and Profiting from) Inflation

WATCH | Crystal Ball: Mike Taylor’s 2025 Market Predictions

Market Insights

Stock Spotlight: Restoration Hardware Gains +30% in 3 Months—Why We're Still Bullish

WATCH | The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes

McCullough: Inflation is +21% Higher Than Three Years Ago

Cartoon of the Day

CHART OF THE DAY: Hot! ➡ Small Business Confidence